AMD actually had some good news for investors today. So why did AI stocks fall?
Advanced Micro Devices (AMD -4.00%) stock fell on Thursday following the company’s Advancing AI conference. The semiconductor specialist’s stock price ended the day down 4%.
AMD’s Advancing AI conference featured new product announcements and promising sales metrics, but the drop in the company’s stock likely reflects a “buy the rumor, sell the news” dynamic. In other words, any bullishness from new products or partnerships was likely already priced in, and investors locked in profits in conjunction with the company’s conference.
In fact, AMD announced good news for investors at its AI conference
At today’s Advancing AI conference, AMD announced the launch of the Ryzen AI Pro 300 series of mobile processors. The new central processing unit (CPU) is designed to improve performance for AI applications by up to three times and improve integration with Microsoft’s Copilot+ system.
AMD also showcased EPYC data center CPUs and Instinct MI325x AI graphics processing unit (GPU) accelerators. The company says its EPYC 5th generation 9965 is currently the highest-performing CPU for data center servers, and its top-of-the-line Instinct accelerator outperforms Nvidia’s H200 HGX in several performance metrics. said.
AMD’s data center strategy appears to be on track
In addition to product news and updates from AMD, Super Micro Computer announced the launch of news servers, GPU accelerators, and storage servers featuring the company’s EPYC 9005 series processors and Instinct MI325X GPUs. Super Micro Computer has emerged as a leading provider of high-performance servers for AI applications, and its new product acquisitions could be a key revenue driver for AMD.
AMD aims to capture even more market share in the data center processing market, and the company’s Advancing AI conference today generally highlighted that the chip specialist is well on its way along its strategic roadmap. suggested. Although there were no shocking new announcements at the conference, the decline in stock prices should not be taken as a more serious bearish indicator.
Keith Noonan has no position in any stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, Microsoft, and Nvidia. The Motley Fool recommends the following options: A long January 2026 $395 call on Microsoft and a short January 2026 $405 call on Microsoft. The Motley Fool has a disclosure policy.
