AMD · AMD · Bluechip

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AI Compute · The credible #2 in AI accelerators.

$AMD AMD

AMD ships MI300 and MI400 series accelerators that compete with NVIDIA's Hopper generation on raw memory bandwidth and total cost of inference. ROCm is the software ecosystem trying to bridge the CUDA gap. Hyperscaler diversification away from NVIDIA pricing power is the bull case; software ecosystem lag is the bear case.

Last close

$473.25

Market cap $340.0B

AMD · price history

AMD · price · 3M

Key stats

Price$473.25

1d change+0.81%

1w change+2.47%

YTD+20.28%

Market cap$340.0B

Volume 24h33.9M

ThemeAI Compute

Sentiment · 24h

Bullish33%

Neutral33%

Bearish33%

3 articles classified across the last 24 hours.

Funds holding $AMD

ARK Invest5.3% (+0%)

Maverick Capital5.0% (+0%)

Whale Rock Capital2.9% (+0%)

Baillie Gifford1.9% (+0%)

Tiger Global Management1.6% (+0%)

Coatue Management0.1% (+0%)

Billionaires Stanley Druckenmiller and Dan Loeb Both Sold Broadcom and Piled Into This Virtual Monopoly Artificial Intelligence (AI) Stock Instead

Stanley Druckenmiller and Dan Loeb both completely exited their stakes in Broadcom during the second quarter.

finance.yahoo.com · 7h ago

bearish

Your Last Chance to Buy Nvidia Stock for Cheap in 2026 May Be Near

Nvidia looks like a screaming bargain right now, and investors should act fast.

finance.yahoo.com · 8h ago

bullish

AMD Is Investing More Than $10 Billion in Taiwan to Build Advanced Chip Packaging With TSMC. Here's What Lisa Su Is Actually Buying With That Money.

AMD's biggest AI challenge may no longer be winning customers but making enough hardware to serve them.

AMD data via the Bluechip ingestion pipeline (currently mock-mode). Editorial copy from the Bluechip universe.@BluechipsAI·August 24, 2026