Every major AI bull run has a number investors quietly agree to ignore, and the one hiding behind Microsoft, Alphabet, Meta, and their peers right now makes the reported balance sheets look like a rough draft.

BlackRock Inc. raised its stake in shares of Advanced Micro Devices, Inc. (NASDAQ: AMD) by 3.1% during the undefined quarter, according to the company in its most recent filing with the SEC. The firm owned 150,301,510 shares of the semiconductor manufacturer's stock after purchasing an additional 4,535,126 shares during the quarter. Advanced Micro

August is closing with the AI infrastructure trade wobbling but intact.

AMD has dominated Nvidia in terms of stock performance during 2026. A strong quarter from Nvidia could flip that around.

Advanced Micro Devices currently demonstrates a stronger overall baseline for revenue generation, maintaining a wider financial scale than Arm across all the observed quarterly reporting periods. Over the course of the last eight quarters, AMD has maintained a consistently upward year-over-year revenue trajectory, while Arm has navigated a more volatile quarter-over-quarter pattern.

The only company in the semiconductor index that reported this week posted record results.

Advanced Micro Devices (AMD), the chipmaker fighting for a bigger slice of the AI boom, edged approximately 0.1% higher to $470.19 Friday afternoon. That tiny g

Characteristics and Risks of Standardized Options: https://bit.ly/2v9tH6D. As Nvidia (NVDA) readies to report earnings next week, Kevin Hincks and Tom White turn to one of its biggest competitors — AMD Inc. (AMD).

AMD's 52-week range runs from $149.22 to $584.73, and shares trade near $465 as of this writing. Second-quarter revenue rose 50% year over year to $11.5 billion, with data center revenue more than doubling.

AMD (NASDAQ: AMD | AMD Price Prediction) and NVIDIA (NASDAQ: NVDA) both just delivered post-earnings reports that reframe the