AMD Is A No-Brainer Once More

2026-02-26 22:32:56 ET

Back in early December 2025, I reiterated my buy rating on Advanced Micro Devices, Inc. ( AMD ) for the third consecutive time. The company saw accelerating data center growth and the partnership with OpenAI was a real confidence booster with regards to their chips' competitiveness. Since then, the stock has seen some ups and downs but overall has experienced very modest losses. The company reported their earnings a couple weeks back and today, we'll analyze those results as well as look at some important recent developments to see if the investment thesis has changed for AMD. ...

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