When the US stock market opened this week, Advanced Micro Devices stock was expected to stay upbeat after delivering one of its strongest quarterly performances yet. But the trading mood told a different story.
Despite powerful numbers and fresh AI alliances, Advanced Micro Devices stock price slipped sharply, reminding investors how sentiment in the US stock market often moves to its own rhythm—no matter how strong the results look on paper.
Market Performance: AMD Stock Price Today
The reaction was immediate.
- Advanced Micro Devices' stock price dropped 3.7% to $250.05 at close.
- Extended trading saw an additional 3.72% fall, taking the price to $240.76
This decline came on November 4, right after the company reported better-than-expected Q3 performance and guidance.
Yet, even with the day’s fall, the stock carries a stunning rally:
- Up 148.58% in 6 months
- Up 107.29% YTD
Numbers that show how dramatically the AMD stock price has surged through 2025.
Main News: AMD Q3 Results 2025 Break Records
The heart of the story lies in the company’s performance.
Advanced Micro Devices Q3 results 2025 delivered record-breaking growth, powered by booming demand across data center, client, and AI chips.
Financial Snapshot (Q3 2025)
- Revenue: $9.25 billion (up 36% YoY)
- Non-GAAP EPS: $1.20
Management described the quarter as “outstanding,” built on strong demand for EPYC processors, Ryzen CPUs, and Instinct AI accelerators.
The momentum was broad and clear:
Data Center Momentum
- Revenue: $4.3 billion
- Previous year: $3.5 billion
- Surpassed expectations of $4.1 billion
Client Segment (Desktop & Laptop Chips)
- Revenue: $2.9 billion
- Beat forecasts of $2.6 billion.
Gaming Business
- Revenue: $1.3 billion
- Above estimates of $1.1 billion
Every major segment delivered more than what the market expected, pushing the company to its highest-ever quarterly revenue.
Company Details: AMD’s Expanding AI Footprint
The next wave of growth for Advanced Micro Devices stock is being shaped by new AI partnerships.
Two large-scale deals signal a major shift in AMD’s position within global AI infrastructure.
Key AI Collaborations
1. OpenAI Partnership
- AMD to supply up to 6 gigawatts of GPUs
- OpenAI to purchase ~160 million AMD shares.
- Approximately 10% ownership stake
The arrangement strengthens AMD’s role in powering next-generation AI data centers.
2. Oracle Partnership
- Deployment of 50,000 AMD GPUs worldwide
- Includes next-gen MI450 GPUs and rack-scale systems
- Rollout scheduled for H2 2026
Both deals mark a strategic push into high-volume AI computing solutions—an area becoming central to the global tech race.
Advanced Micro Devices Q4 Guidance
The company signaled another steady quarter ahead.
- Adjusted gross margin expected at 54%
- Slightly below the projected 54.5%
- The previous quarter also delivered 54%, marginally above estimates.
AMD also continues to scale manufacturing for full AI systems, aligning its product design with the rising demand for complete compute platforms.
Summary
Advanced Micro Devices' stock may have slipped on the day, but the core story of Q3 is clear:
record revenue, stronger-than-expected performance across data center, client, and gaming segments, and new multi-gigawatt AI partnerships that reshape its long-term growth path.
With Advanced Micro Devices' Q3 results 2025 showing a decisive jump, and new deals with OpenAI and Oracle laying a deeper AI foundation, AMD’s presence in the US tech landscape continues to grow—regardless of the short-term movements in AMD stock price today.
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