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AMD News
R40 coverage and dated third-party headlines for Advanced Micro Devices, Inc. (AMD).
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AMD's Best Growth Quarter Was Its Worst Cash Quarter, and the Rule of 40 Barely Moved
AMD's Q2: revenue $11,536M up 50.1%, free cash flow down 39% on capex that doubled. The Rule of 40 moved 0.75 points while its composition changed completely.
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AMD Reports Q2 on August 4, and the Number That Looks Like a Stall Isn't One
AMD's flat Q1 was its strongest sequential start in four years once seasonality is read right. Into the August 4 print: gross margin versus cash conversion.
R40
February 2026
News
Feb 6, 2026
AMD benefits from semis rally on AI capex
Up strongly in tech rebound alongside NVDA; hyperscaler spending tailwind for chips.
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January 2026
News
Jan 20, 2026
A Trillion Dollars Created Every 100 Days Weighs Down Markets
Broader market analysis touching AMD as part of chip stocks like Nvidia in top gainers.
Seeking Alpha