AMD Shares Rally 1.86% on $6.67B Trading Volume Rank 9th in Market Activity as Musk’s AI Praise and Strategic Partnerships Fuel Optimism Amid NVIDIA Rivalry

Generated by AI AgentAinvest Volume Radar
Friday, Sep 12, 2025 9:27 pm ET1min read
Aime RobotAime Summary

- AMD shares rose 1.86% on $6.67B volume as Musk praised its AI hardware for mid-range workloads.

- Collaborations with xAI and Tesla boosted recognition of its MI300X accelerators in the AI sector.

- Analysts note NVIDIA's CUDA ecosystem and partnerships as key challenges despite AMD's data center growth.

- AMD's 12-month revenue hit $29.6B, but 51% gross margins and a 93x P/E ratio raise valuation concerns.

- Price targets up to $230 reflect cautious optimism in AI-driven growth despite margin pressures.

On September 12, 2025, , ranking ninth in the market. The stock’s performance followed mixed analyst sentiment and ongoing debates over its competitive positioning in the AI sector.

’s recent public remarks highlighted AMD’s AI hardware capabilities, particularly for small-to-medium workloads, though he acknowledged NVIDIA’s dominance in high-end model training. This endorsement, coupled with AMD’s collaboration with xAI and

, underscored growing industry recognition of its Instinct MI300/MI300X accelerators. Analysts noted that while has made inroads in data center AI adoption, NVIDIA’s and broader partnerships with tech giants remain a hurdle.

Despite a 0.18% intraday dip, , . However, , with EBIT turning slightly negative in the latest quarter. , . , reflecting confidence in AI-driven growth despite margin challenges.

To set up this back-test robustly, key parameters require clarification: the trading universe (e.g., Russell 3000 vs. all U.S. stocks), rebalance mechanics (close-to-close or open-to-close execution), price data granularity (daily bars), and assumptions on transaction costs. Once defined, the strategy test can run from January 1, 2022, to the present.

Comments



Add a public comment...
No comments

No comments yet