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| URL | https://www.fingerlakes1.com/2025/07/28/amd-stock-earnings-intel-losses/ |
| Last Crawled | 2026-04-04 22:11:22 (7 days ago) |
| First Indexed | 2025-07-28 12:42:05 (8 months ago) |
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| Meta Title | AMD stock rises ahead of earnings as Intel falters in AI race |
| Meta Description | AMD gains momentum with AI chips ahead of Aug. 5 earnings, while Intel stumbles on foundry strategy and market share loss. |
| Meta Canonical | null |
| Boilerpipe Text | Shares of
Advanced Micro Devices
(
NASDAQ: AMD
)
climbed over 2.6% on Monday as investors rallied around its growing artificial intelligence (AI) chip momentum and anticipation for its upcoming earnings report. Meanwhile,
Intel
(
NASDAQ: INTC
)
tumbled more than 8%, reflecting mounting investor concern over market share losses and strategic uncertainty.
AMD surges on AI momentum and strong earnings setup
AMDâs gains come as the company prepares to report
Q2 2025 earnings on August 5
. Wall Street expects $7.41 billion in revenueâup 27% year over yearâdriven by strong demand for its latest
MI355X GPUs
, which are now shipping to major AI players including
Oracle
,
Tesla
,
OpenAI
, and
Cohere
.
MI355X
: 7x faster than its predecessor, based on AMDâs CDNA 4 architecture
130,000 units
reportedly ordered by Oracle
MI400 series
: Launching in 2026, aiming to challenge Nvidiaâs top-tier chips with full-system rack-scale architecture
These developments could position AMD to gain ground in the
$500 billion AI chip market
, particularly in
inference computing
, where real-time AI applications are outpacing traditional model training.
CEO
Lisa Su
has emphasized that the MI400 line isnât just about chipsâitâs about offering
cost- and power-efficient alternatives
to Nvidiaâs offerings through a full-stack platform.
Intel stumbles on execution, drags on earnings optimism
In contrast,
Intel reported Q2 results that beat revenue estimates
but missed on earnings due to restructuring charges. Shares dropped more than 8% by Friday morning, following a 3.6% slide the day before. Analysts are raising red flags over Intelâs continued
cash burn
and
foundry struggles
, particularly its decision to
pause next-gen 14A node development
unless it secures a major external customer.
âIn the meantime, Intel will continue to burn cash and concede more market share to AMD,â wrote J.P. Morgan analysts Harlan Sur and Peter Peng.
With gross margins falling below 40%, and client/server segments underperforming, Intelâs position as a top semiconductor player appears increasingly fragile.
Valuation snapshot: AMD vs. Intel
AMDâs valuation reflects high expectations, with a forward
P/E of 40.11
and
PEG ratio of 1.32
. While the stock trades at a premium, the companyâs
five-year EPS growth forecast of 58.74%
suggests the valuation may be justifiedâ
if AI adoption accelerates
.
AMD Gross Margin
: 53.58%
Nvidia P/E
: 53.7 (for comparison)
Intel Gross Margin
: Sub-40%, trending downward
AMD Price Target
: $145.90 (12.4% downside from current level of ~$166)
While Nvidia continues to dominate with over
90% AI chip market share
, AMDâs progress is being closely watched. Analysts believe its MI355X and upcoming MI400 lines could help it
carve out meaningful market share
by 2028.
What to watch on August 5
AMDâs Q2 earnings call will be a pivotal moment. Investors are looking for:
Confirmation of
strong MI355X adoption
Clarity on
MI400 timeline
Guidance on
China chip shipments
amid export restrictions
Updates on
client and gaming segment recovery
A strong beat with bullish guidance could propel AMD stock into a
parabolic breakout
, especially as Intel and other legacy players falter.
Key takeaways:
AMD stock climbs as anticipation builds for its August 5 earnings and AI progress
MI355X GPU adoption by major AI firms signals growing confidence in AMDâs platform
Intel struggles with execution, restructuring, and strategic shifts, losing share to AMD
Valuation risks remain, but long-term prospects are strong for investors with a 5â7 year horizon
Get the latest local headlines every morning at 6 a.m.
Sign up for our Get Local newsletter
.
Want to see more FingerLakes1.com stories in Google?
Add FingerLakes1.com to your preferred news sources
to help Google prioritize our reporting in your results.
This content is brought to you by the FingerLakes1.com Team. Support our mission by visiting
www.patreon.com/fl1
or learn how you send us your local content
here
. |
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[Home](https://www.fingerlakes1.com/) » [News](https://www.fingerlakes1.com/category/news/) » AMD stock rises ahead of earnings as Intel falters in AI race
# AMD stock rises ahead of earnings as Intel falters in AI race
- July 28, 2025 8:31 AM
-  [Digital Team](https://www.fingerlakes1.com/author/fl1admin/ "Posts by Digital Team")


Shares of **[Advanced Micro Devices](https://www.fingerlakes1.com/tag/amd/) ([NASDAQ: AMD](https://www.marketwatch.com/investing/stock/amd))** climbed over 2.6% on Monday as investors rallied around its growing artificial intelligence (AI) chip momentum and anticipation for its upcoming earnings report. Meanwhile, **[Intel](https://www.fingerlakes1.com/tag/intel/) ([NASDAQ: INTC](https://www.marketwatch.com/investing/stock/INTC))** tumbled more than 8%, reflecting mounting investor concern over market share losses and strategic uncertainty.
## AMD surges on AI momentum and strong earnings setup
AMDâs gains come as the company prepares to report **Q2 2025 earnings on August 5**. Wall Street expects \$7.41 billion in revenueâup 27% year over yearâdriven by strong demand for its latest **MI355X GPUs**, which are now shipping to major AI players including **Oracle**, **Tesla**, **OpenAI**, and **Cohere**.
- **MI355X**: 7x faster than its predecessor, based on AMDâs CDNA 4 architecture
- **130,000 units** reportedly ordered by Oracle
- **MI400 series**: Launching in 2026, aiming to challenge Nvidiaâs top-tier chips with full-system rack-scale architecture
These developments could position AMD to gain ground in the **\$500 billion AI chip market**, particularly in **inference computing**, where real-time AI applications are outpacing traditional model training.
CEO **Lisa Su** has emphasized that the MI400 line isnât just about chipsâitâs about offering **cost- and power-efficient alternatives** to Nvidiaâs offerings through a full-stack platform.
## Intel stumbles on execution, drags on earnings optimism
In contrast, **Intel reported Q2 results that beat revenue estimates** but missed on earnings due to restructuring charges. Shares dropped more than 8% by Friday morning, following a 3.6% slide the day before. Analysts are raising red flags over Intelâs continued **cash burn** and **foundry struggles**, particularly its decision to **pause next-gen 14A node development** unless it secures a major external customer.
> âIn the meantime, Intel will continue to burn cash and concede more market share to AMD,â wrote J.P. Morgan analysts Harlan Sur and Peter Peng.
With gross margins falling below 40%, and client/server segments underperforming, Intelâs position as a top semiconductor player appears increasingly fragile.
## Valuation snapshot: AMD vs. Intel
AMDâs valuation reflects high expectations, with a forward **P/E of 40.11** and **PEG ratio of 1.32**. While the stock trades at a premium, the companyâs **five-year EPS growth forecast of 58.74%** suggests the valuation may be justifiedâ**if AI adoption accelerates**.
- **AMD Gross Margin**: 53.58%
- **Nvidia P/E**: 53.7 (for comparison)
- **Intel Gross Margin**: Sub-40%, trending downward
- **AMD Price Target**: \$145.90 (12.4% downside from current level of ~\$166)
While Nvidia continues to dominate with over **90% AI chip market share**, AMDâs progress is being closely watched. Analysts believe its MI355X and upcoming MI400 lines could help it **carve out meaningful market share** by 2028.
## What to watch on August 5
AMDâs Q2 earnings call will be a pivotal moment. Investors are looking for:
- Confirmation of **strong MI355X adoption**
- Clarity on **MI400 timeline**
- Guidance on **China chip shipments** amid export restrictions
- Updates on **client and gaming segment recovery**
A strong beat with bullish guidance could propel AMD stock into a **parabolic breakout**, especially as Intel and other legacy players falter.
## Key takeaways:
- AMD stock climbs as anticipation builds for its August 5 earnings and AI progress
- MI355X GPU adoption by major AI firms signals growing confidence in AMDâs platform
- Intel struggles with execution, restructuring, and strategic shifts, losing share to AMD
- Valuation risks remain, but long-term prospects are strong for investors with a 5â7 year horizon
***
***Get the latest local headlines every morning at 6 a.m. [Sign up for our Get Local newsletter](https://www.fingerlakes1.com/newsletter/ "Sign up for our Get Local newsletter (Opens New Tab)") . Want to see more FingerLakes1.com stories in Google? [Add FingerLakes1.com to your preferred news sources](https://www.google.com/preferences/source?q=https://www.fingerlakes1.com "Add FingerLakes1.com to your preferred Google news sources (Opens New Tab)") to help Google prioritize our reporting in your results.***
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*This content is brought to you by the FingerLakes1.com Team. Support our mission by visiting [www.patreon.com/fl1](http://patreon.com/fl1) or learn how you send us your local content [here](https://www.fingerlakes1.com/submit/).*
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| Readable Markdown | 
Shares of **[Advanced Micro Devices](https://www.fingerlakes1.com/tag/amd/) ([NASDAQ: AMD](https://www.marketwatch.com/investing/stock/amd))** climbed over 2.6% on Monday as investors rallied around its growing artificial intelligence (AI) chip momentum and anticipation for its upcoming earnings report. Meanwhile, **[Intel](https://www.fingerlakes1.com/tag/intel/) ([NASDAQ: INTC](https://www.marketwatch.com/investing/stock/INTC))** tumbled more than 8%, reflecting mounting investor concern over market share losses and strategic uncertainty.
## AMD surges on AI momentum and strong earnings setup
AMDâs gains come as the company prepares to report **Q2 2025 earnings on August 5**. Wall Street expects \$7.41 billion in revenueâup 27% year over yearâdriven by strong demand for its latest **MI355X GPUs**, which are now shipping to major AI players including **Oracle**, **Tesla**, **OpenAI**, and **Cohere**.
- **MI355X**: 7x faster than its predecessor, based on AMDâs CDNA 4 architecture
- **130,000 units** reportedly ordered by Oracle
- **MI400 series**: Launching in 2026, aiming to challenge Nvidiaâs top-tier chips with full-system rack-scale architecture
These developments could position AMD to gain ground in the **\$500 billion AI chip market**, particularly in **inference computing**, where real-time AI applications are outpacing traditional model training.
CEO **Lisa Su** has emphasized that the MI400 line isnât just about chipsâitâs about offering **cost- and power-efficient alternatives** to Nvidiaâs offerings through a full-stack platform.
## Intel stumbles on execution, drags on earnings optimism
In contrast, **Intel reported Q2 results that beat revenue estimates** but missed on earnings due to restructuring charges. Shares dropped more than 8% by Friday morning, following a 3.6% slide the day before. Analysts are raising red flags over Intelâs continued **cash burn** and **foundry struggles**, particularly its decision to **pause next-gen 14A node development** unless it secures a major external customer.
> âIn the meantime, Intel will continue to burn cash and concede more market share to AMD,â wrote J.P. Morgan analysts Harlan Sur and Peter Peng.
With gross margins falling below 40%, and client/server segments underperforming, Intelâs position as a top semiconductor player appears increasingly fragile.
## Valuation snapshot: AMD vs. Intel
AMDâs valuation reflects high expectations, with a forward **P/E of 40.11** and **PEG ratio of 1.32**. While the stock trades at a premium, the companyâs **five-year EPS growth forecast of 58.74%** suggests the valuation may be justifiedâ**if AI adoption accelerates**.
- **AMD Gross Margin**: 53.58%
- **Nvidia P/E**: 53.7 (for comparison)
- **Intel Gross Margin**: Sub-40%, trending downward
- **AMD Price Target**: \$145.90 (12.4% downside from current level of ~\$166)
While Nvidia continues to dominate with over **90% AI chip market share**, AMDâs progress is being closely watched. Analysts believe its MI355X and upcoming MI400 lines could help it **carve out meaningful market share** by 2028.
## What to watch on August 5
AMDâs Q2 earnings call will be a pivotal moment. Investors are looking for:
- Confirmation of **strong MI355X adoption**
- Clarity on **MI400 timeline**
- Guidance on **China chip shipments** amid export restrictions
- Updates on **client and gaming segment recovery**
A strong beat with bullish guidance could propel AMD stock into a **parabolic breakout**, especially as Intel and other legacy players falter.
## Key takeaways:
- AMD stock climbs as anticipation builds for its August 5 earnings and AI progress
- MI355X GPU adoption by major AI firms signals growing confidence in AMDâs platform
- Intel struggles with execution, restructuring, and strategic shifts, losing share to AMD
- Valuation risks remain, but long-term prospects are strong for investors with a 5â7 year horizon
***
***Get the latest local headlines every morning at 6 a.m. [Sign up for our Get Local newsletter](https://www.fingerlakes1.com/newsletter/ "Sign up for our Get Local newsletter (Opens New Tab)") . Want to see more FingerLakes1.com stories in Google? [Add FingerLakes1.com to your preferred news sources](https://www.google.com/preferences/source?q=https://www.fingerlakes1.com "Add FingerLakes1.com to your preferred Google news sources (Opens New Tab)") to help Google prioritize our reporting in your results.***
***
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*This content is brought to you by the FingerLakes1.com Team. Support our mission by visiting [www.patreon.com/fl1](http://patreon.com/fl1) or learn how you send us your local content [here](https://www.fingerlakes1.com/submit/).* |
| Shard | 38 (laksa) |
| Root Hash | 9610950475251404238 |
| Unparsed URL | com,fingerlakes1!www,/2025/07/28/amd-stock-earnings-intel-losses/ s443 |