AMD plans to invest in PsiQuantum as they team up on quantum
“Leadership in classical computing is essential to building systems at scale,” says AMD’s Mark Papermaster.
“Leadership in classical computing is essential to building systems at scale,” says AMD’s Mark Papermaster.
Here are the biggest calls on Wall Street on Thursday.
Follow along and CNBC highlights the biggest stock market moves of the day.
AMD is likely to benefit as Nvidia stumbles in the midst of a scandal involving Jensen Huang, its long-time CEO and co-founder, according to William Blair.
Here are Monday's biggest calls on Wall Street.
The stock market is kicking off the week on a strong note following a losing week. That wasn't the case for every name, however.
The investment firm upgraded the chipmaker to outperform from perform.
The comments, made in an interview with Yahoo Finance, come after the chipmaker reported its “largest and most profitable” quarter in history. Su expects AMD’s data center business to grow 50 percent from Q3 to Q4, calling the growth a “testament to how important computing is” to the AI boom.
‘We delivered a record quarter,’ says Lisa Su, as AMD earnings show data centre sales up 97% and a $17B forecast.
Advanced Micro Devices posted strong top and bottom-line results for the third quarter and shared a bullish forecast for its server growth, impressing analysts.
The Xbox Series X and S are getting performance-enhancing AMD tech. The GitHub page shows devs can use either the new “Lite” model or the full-fat one, though “Full” has up to a 5.2ms performance hit on the weaker Xbox Series S. That’s enough to cut a 60fps game down to 45fps, not that gamers will see that: devs can cycle through each FSR mode and pick the best balance points between quality and speed. [Image: Xbox VP Jason Ronald tweeted that devs can start testing it out today. https://platform.theverge.com/wp-content/uploads/sites/2/2026/11/image1.jpg?quality=90&strip=all]
AMD’s latest upscaling tech is also coming to laptops and 6000-series GPUs.
AMD reports on Tuesday after its shares fell with Intel's. Investors want a big beat and a strong outlook as AI spending worries weigh on chip stocks.
AMD thinks over 80 percent of its revenue will eventually come from its data center business alone.
AMD's gaming revenue fell 40 percent in an otherwise record $13.4 billion quarter.
Reuters cites a report by Korean outlet Maeil Business Newspaper saying AMD has reserved most of the RAM from Samsung’s second Taylor, Texas chip plant, with some also going to Nvidia. It’s expected to start mass production in 2030, and will use Samsung’s “advanced 2-nanometre technology.” [Link: Samsung to make AMD, Nvidia chip parts at second Texas plant, Maeil Business reports | https://www.reuters.com/world/asia-pacific/samsung-make-amd-nvidia-chip-parts-second-texas-plant-maeil-business-reports-2026-11-03/ | Reuters]
AMD reported better-than-expected third-quarter results, driven by booming sales of AI chips
Here are Wednesday's biggest calls on Wall Street.