Trump tariffs could trip up one of the hottest semiconductor stocks of the past five years not named Nvidia (NVDA). KeyBanc Capital Markets senior research analyst John Vinh slashed his rating on ...

AMD stock jumped nearly 5% in early trading as part of a broader snap-back rally in stocks as tariff fears subside, at least for one session. Read more: What Trump's tariffs mean for the economy ...

AMD predicted. The concerns weighed on the shares, which were little changed as of 10:45 a.m. in New York on Wednesday. They had declined after the company disclosed the China sales impact ...

Vinh said there are three main factors behind his downgrade: Increasing concerns regarding the sustainability of AMD's China AI business. "While near-term demand trends are driving increased demand ...

Why it matters: The US has placed another round of restrictions against selling AI chips into China. Nvidia is the clear AI chip leader today, but a path for AMD to gain ground on its rival within ...

The deal represents an effort to strengthen China’s capabilities in high-performance computing, potentially posing a serious ...

Data center revenue will decline in the current period, hurt by a $700 million reduction in sales of that product, AMD predicted. The concerns weighed on the shares, which were little changed as of 10 ...

AMD expects to incur up to $800 million of writeoffs associated with its MI308 artificial intelligence products, as the US has restricted their export to China ... expect these issues to mute ...

Even with the new export control curbs related to China that are likely to be an issue for some time, AMD's (NASDAQ:AMD) quarterly results and guidance impressed several Wall Street firms.

The move, which targeted primarily Chinese firms, cracks down on companies that have been big buyers of American chips from Nvidia, Intel and AMD. It also closed loopholes that Trump ...

AMD announced an $800 million charge due to licensing requirements on chip exports to China. AMD's charge is ... weakness we may see on trade war concerns. As of Wednesday's close, Nvidia shares ...