Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the stocks Jim Cramer discussed, along with market shortages. Discussing the effect of Intel’s inability to predict the CPU shortage on the company, Cramer said:
Of course, that’s great news for the main competitor, AMD, which rallied nicely today because they did factor in the shortage. We wish we had not sold AMD for the Charitable Trust, but that’s would have, should have, could have.
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Advanced Micro Devices, Inc. (NASDAQ:AMD) makes processors, graphics cards, and AI chips for computers, servers, and gaming systems. The company’s products include Ryzen, Radeon, and EPYC. Alpha Wealth Insiders Fund stated the following regarding Advanced Micro Devices, Inc. (NASDAQ:AMD) in its third quarter 2025 investor letter:
Business: Advanced Micro Devices, Inc. (NASDAQ:AMD) is a prominent global semiconductor company that designs and develops a wide range of high-performance computing and visualization products. Under the leadership of CEO Lisa Su, AMD has transformed into a strong competitor in various segments, particularly in the booming AI and data center markets
Insider Buying/Selling: Phillip Guido, EVP and Chief Commercial Officer purchased 8800 shares at $113.56 in May. Since then there have been significant insider sales as the stock has risen dramatically. Guido has not sold stock as he would also be subject to short swing profit taking.
Recent News:In Q2 2025, AMD posted record revenue of ~$7.7B (+32% YoY) with net income of $872M, but a GAAP operating loss of $134M due to a $800M MI308 inventory write-down tied to U.S. export controls. (Advanced Micro Devices, Inc.) Since then, AMD agreed to sell ZT Systems’ server manufacturing arm for $3B to Sanmina (Reuters), and is reportedly in early talks with Intel to use its foundry services (Reuters). Also, AMD is developing Fluid Motion Frames 3 in upcoming GPU driver updates. (tomshardware.com) …(Click here to read the full text)
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Disclosure: None. This article is originally published at Insider Monkey.