Advanced Micro Devices ( (AMD) ) has been popular among investors this week. Here is a recap of the key news on this stock.
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Advanced Micro Devices (AMD) is making headlines with its recent decision to increase the prices of its graphics processing units (GPUs), a move linked to the rising costs of video RAM (VRAM) driven by high demand from AI data centers. This price adjustment is expected to impact consumers as the cost is passed down, with another hike anticipated in January 2026. Despite potential challenges, AMD’s stock has shown impressive growth, rising over 80% year-to-date, fueled by the AI boom of 2025. Analysts maintain a ‘Moderate Buy’ rating on AMD, with a projected stock price target suggesting a 30% upside potential.
In a separate development, AMD’s CEO Lisa Su announced that the company has secured licenses to export some of its MI308 chips to China, agreeing to a 15% tax to the U.S. government if shipments resume. This comes amidst ongoing trade tensions and export restrictions affecting chipmakers like AMD and Nvidia. While the U.S. government considers further restrictions, AMD remains optimistic about its AI and server CPU offerings, which continue to drive its market position. Analysts like Joshua Buchalter from Cowen see AMD as a strong contender in the AI market, projecting significant revenue growth and recommending the stock as a ‘Buy’ with a price target of $290, indicating a 33% potential return.