AMD Ticker Curator

Social media rally on AMD's 6-gigawatt GPU deal with Meta, including warrants for 160M shares, drives 10.9% premarket surge.

• Enthusiasts hail it as...

Key Q4 highlights balance growth and headwinds:

• Revenue up 34% to $10.27B, data center +39%, client/gaming strong.
• AI tailwinds from MI300 GPUs,...

AMD shares fell ~4% amid clashing views:

• Cramer's Bull Call: Hails CEO-led turnaround as one of history's greatest, fueled by Meta's $60B GPU/CPU...

• Meta partnership boost: AMD unveiled long-term deal to supply Meta computing power, including warrant for up to 10% stake; shares surged 9%...

Meta-AMD AI Chip Deal

• 🔥 Up to 6GW Compute Commitment: Meta announced a multi-year deal with AMD for up to 6 gigawatts of CPUs and GPUs,...

• Earnings Beat: Q4 revenue up 34.1% YoY to $10.27B, EPS $1.53 vs $1.32 expected.
• Segment Strength: Client/Gaming revenues +34% YoY to $3.9B, driven...

Meta's diversification play: Securing up to 6GW of custom AMD Instinct MI450 GPUs and 6th-Gen Epyc (Venice/Verano) CPUs, with first 1GW in H2 2026....

Wall Street reactions split on AMD's 6GW Meta GPU deal:

• Bullish long-term: BofA maintains Buy/$280 PT, sees 13-23% EPS boost to $22-25 by 2030 (vs....

• Moderate Buy consensus from 40 analysts: 0 Sell, 10 Hold, 29 Buy, 1 Strong Buy
• Avg price target $290.53 (37.78% upside from $210.86 close), high...

AMD shares jumped 8-9% after Meta's multi-year AI partnership announcement, valued at $60-100B with up to 6GW compute.

• Deal includes performance...

Mizuho Securities analyst Vijay Rakesh maintains Buy rating on AMD with a $280 price target in a report released today.

Bullish momentum builds for AMD after Meta AI infrastructure partnership:

• $358 price target for 2026 deemed realistic amid Strong Buy Wall Street...

• Hype angle: Meta's $100B AMD deal could be Nvidia's worst nightmare amid tech nosedive fears, despite blowout earnings.
• Skepticism: "Shady"...