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R40 coverage and dated third-party headlines for Advanced Micro Devices, Inc. (AMD).

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AMD Reports Q2 on August 4, and the Number That Looks Like a Stall Isn't One

AMD's revenue went flat quarter-on-quarter in Q1 2026 — $10,270M to $10,253M — while free cash flow kept climbing. Read against AMD's own seasonality, that flat quarter is the strongest sequential Q1 in four years, and the real question going into the August 4 print is a different one: gross margin gave back a point while cash conversion hit a series high.

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February 2026

News Feb 6, 2026

AMD benefits from semis rally on AI capex

Up strongly in tech rebound alongside NVDA; hyperscaler spending tailwind for chips.

Seeking Alpha
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January 2026

News Jan 20, 2026

A Trillion Dollars Created Every 100 Days Weighs Down Markets

Broader market analysis touching AMD as part of chip stocks like Nvidia in top gainers.

Seeking Alpha