AMD vs. Palantir: Which AI Stock Offers More Upside After Q2 Earnings?

Advanced Micro Devices (AMD) and Palantir Technologies (PLTR) stocks have drawn attention after mixed Q2 results. AMD stock has climbed 43% in 2025, but shares have pulled back following the company's mixed Q2 results. Palantir stock has surged 147% so far in 2025, fueled by strong demand for its AI-powered tools and solid fundamentals. Wall Street is cautiously optimistic on AMD, with a Moderate Buy consensus rating, while Palantir has a Strong Buy consensus rating.

Title: Mixed Q2 Results for AMD and Palantir: Wall Street's Take

Advanced Micro Devices (AMD) and Palantir Technologies (PLTR) stocks have drawn investor attention following their respective Q2 results. While AMD has seen a 43% climb in 2025, its stock has pulled back after mixed Q2 results. Palantir, on the other hand, has surged 147% so far in 2025, driven by strong demand for its AI-powered tools and solid fundamentals.

AMD's Q2 Performance

Advanced Micro Devices (AMD) stock dropped more than 6% in early trading on July 2, 2025, following the release of its Q2 results. The company missed on adjusted earnings per share (EPS) but managed to beat analysts' expectations on overall revenue. Data Center segment revenue topped out at $3.2 billion, in line with Wall Street's expectations. Despite the setback, AMD provided better-than-anticipated Q3 guidance, expecting revenue between $8.4 billion and $9 billion [1].

Palantir's Q2 Performance

Palantir Technologies (PLTR) stock has surged 147% so far in 2025, fueled by strong demand for its AI-powered tools and solid fundamentals. The company's Q2 results showed impressive growth, with revenue growth of 102% and an adjusted EBITDA margin of 21%, giving it a Rule of 40 score of 123. This performance was better than Palantir's own Rule of 40 score of 94 in its second-quarter report [3].

Wall Street's Take

Wall Street is cautiously optimistic about AMD, with a Moderate Buy consensus rating, while Palantir has a Strong Buy consensus rating. Despite the mixed Q2 results, AMD's strong Q3 guidance and the launch of its MI350 line of AI chips, designed to compete with Nvidia's offerings, have boosted investor confidence. Palantir's impressive performance and strong fundamentals continue to attract investors, with a high Rule of 40 score and solid financials [1, 3].

Conclusion

Both AMD and Palantir have shown resilience in their respective quarters, with Palantir's impressive performance and strong fundamentals driving investor enthusiasm. AMD, despite its mixed Q2 results, has a promising outlook with better-than-anticipated Q3 guidance and the launch of its MI350 AI chips. Wall Street's ratings reflect the cautious optimism for AMD and strong confidence in Palantir's growth prospects.

References
[1] https://finance.yahoo.com/news/amd-stock-falls-more-than-6-on-disappointing-q2-data-center-results-202215407.html
[2] https://www.tradingnews.com/news/amd-stock-at-168-usd-surges-after-q2-bears-mi350-ramp-
[3] https://www.fool.com/investing/2025/08/10/this-ai-stock-just-crushed-palantirs-rule-of-40-sc/