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Advanced Micro Devices Inc. ($AMD) Stock Forecast: Down 5.4% Today

Morpher AI identified a bearish signal. The stock price may continue to fall based on the momentum of the negative news.

What is Advanced Micro Devices Inc.?

AMD (Advanced Micro Devices) is a leading semiconductor company known for its innovative processors and graphics cards. The stock is closely tied to the technology sector and is often influenced by market trends and competitor performance.

Why is Advanced Micro Devices Inc. going down?

AMD stock is down 5.4% on Dec 3, 2025 14:41

  • AMD experienced a bearish movement today amidst positive news surrounding AI advancements in the tech industry.
  • The bullish sentiment towards Oracle and HPE's AI initiatives may have shifted investor focus away from AMD, impacting its stock performance negatively.
  • The unveiling of new AI-native networking products by HPE, including partnerships with major technology companies, could have raised concerns about potential competition for AMD in the AI market.
  • The insider stock sale at a tech giant and new investments in a semiconductor company may have diverted some investor attention away from AMD, contributing to the bearish trend in its stock price today.

AMD Price Chart

AMD Technical Analysis

AMD News

Oracle will emerge as an AI leader and see big gains ahead, Wells Fargo says

Wells Fargo initiated coverage of Oracle with an overweight rating and a $280 price target, projecting a 39% upside. Analyst Michael Turrin believes Oracle is poised to become an AI leader, citing its significant AI deals, strong backlog, and potential to become the fourth major cloud provider by 2029. Despite a recent decline in shares, Oracle's AI business is expected to drive substantial growth and market share gains.

https://www.cnbc.com/2025/12/03/oracle-will-emerge-as-an-ai-leader-and-see-big-gains-ahead-wells-fargo-says.html

0 News Article Image Oracle will emerge as an AI leader and see big gains ahead, Wells Fargo says

HPE (NYSE: HPE) unveils unified AI networking, QFX5250 switch and MX301 edge router

HPE announced an expansion of its AI-native networking portfolio, integrating HPE Aruba Networking and HPE Juniper Networking platforms for self-driving operations. This expansion includes new AIOps capabilities, common hardware, and introduces the HPE Juniper Networking QFX5250 switch and MX301 multiservice edge router, designed to enhance performance and scale for AI workloads at the data center and edge. HPE also detailed extended partnerships with NVIDIA and AMD, and new financing options to facilitate AI-native networking adoption.

https://www.stocktitan.net/news/HPE/hpe-disrupts-networking-industry-with-expanded-ai-native-portfolio-ati5edws9rwj.html

1 News Article Image HPE (NYSE: HPE) unveils unified AI networking, QFX5250 switch and MX301 edge router

HPE broadly expands AI-native networking, hybrid cloud and storage offerings

HPE announced a significant expansion of its AI-native networking, hybrid cloud, and storage portfolios at Discover Barcelona 2025, integrating recently acquired Juniper Networks technologies. Key updates include new AI-optimized networking hardware, expanded AIOps features, and AI-ready storage solutions, all aimed at providing a consistent operational model for enterprise and cloud environments. The company also detailed strategic partnerships with Nvidia and AMD and introduced new financial services programs to support these advancements.

https://siliconangle.com/2025/12/03/hpe-broadly-expands-ai-native-networking-hybrid-cloud-storage-offerings/

2 News Article Image HPE broadly expands AI-native networking, hybrid cloud and storage offerings

Alphabet VP O’Toole sells $302k in GOOGL stock By Investing.com

Alphabet VP and Chief Accounting Officer, Amie Thuener O’Toole, sold 954 shares of Class C Capital Stock totaling $302,418 on December 2, 2025. This transaction was executed under a Rule 10b5-1 trading plan. Following the sale, O'Toole retains substantial holdings in Alphabet's Class C and Class A common stock and Class C Google Stock Units.

https://za.investing.com/news/insider-trading-news/alphabet-vp-otoole-sells-302k-in-googl-stock-93CH-4009805

3 Missing News Article Image Alphabet VP O’Toole sells $302k in GOOGL stock By Investing.com

VestGen Advisors LLC Makes New Investment in Microchip Technology Incorporated $MCHP

VestGen Advisors LLC has made a new investment in Microchip Technology Incorporated (NASDAQ:MCHP), purchasing 21,650 shares valued at approximately $1.524 million in Q2. This comes as other institutional investors have also adjusted their holdings, with a significant portion of the stock now held by institutions. The article also details recent insider stock sales, dividend announcements, and current analyst ratings for Microchip Technology.

https://www.marketbeat.com/instant-alerts/filing-vestgen-advisors-llc-makes-new-investment-in-microchip-technology-incorporated-mchp-2025-12-02/

4 News Article Image VestGen Advisors LLC Makes New Investment in Microchip Technology Incorporated $MCHP

Advanced Micro Devices Inc. Price History

25.10.2025 - AMD Stock was down 6.0%

  • AMD stock saw a bearish movement today, possibly influenced by reports of Meta Platforms considering using Google's AI chips in its data centers, which could impact AMD's market share in the data center segment.
  • Investors are comparing NVTS and AMD, which may have added to the negative sentiment as they analyze the competitive environment in the semiconductor sector.
  • Despite the bearish movement, the optimistic positions taken by significant investors in the options market suggest a potentially favorable future outlook for AMD.
  • The recent positive news regarding AMD powering Zyphra's AI training breakthrough on its GPUs may have initially boosted the stock on Monday, but market sentiment shifted today.

25.10.2025 - AMD Stock was down 5.8%

  • Despite notable bullish options activity, there was a bearish movement in AMD’s stock price today.
  • AMD’s stock had been on an upward trajectory, attributed to its role in enabling Zyphra's advancements in large-scale AI training, highlighting its technological progress.
  • The company’s strategic focus on expanding its presence in data centers and seizing opportunities in the AI market sets a strong foundation for future growth.
  • Nevertheless, the semiconductor sector, including AMD, experienced downward pressure today, possibly influenced by investors taking profits in anticipation of Nvidia's earnings report.

21.10.2025 - AMD Stock was down 5.4%

  • AMD's decline today may have been influenced by speculation and unease surrounding Nvidia's financial performance, prompting some investors to exercise caution.
  • Despite the encouraging updates on AMD's rapid data center expansion and participation in prominent supercomputer projects, market sentiment might have been overshadowed by industry-wide trends or concerns.
  • The growing market presence of AMD and Arm in U.S. chip shipments, surpassing Intel in critical sectors, may have also impacted investor sentiment and potentially led to profit-taking activities in the stock.
  • In general, while AMD's future growth outlook appears promising with its advancements in AI and data center technologies, short-term market dynamics and external factors such as rivals' performance can still affect its stock performance.

03.11.2025 - AMD Stock was down 5.4%

  • AMD experienced a bearish movement today amidst positive news surrounding AI advancements in the tech industry.
  • The bullish sentiment towards Oracle and HPE's AI initiatives may have shifted investor focus away from AMD, impacting its stock performance negatively.
  • The unveiling of new AI-native networking products by HPE, including partnerships with major technology companies, could have raised concerns about potential competition for AMD in the AI market.
  • The insider stock sale at a tech giant and new investments in a semiconductor company may have diverted some investor attention away from AMD, contributing to the bearish trend in its stock price today.

26.10.2025 - AMD Stock was up 6.4%

  • AMD stock saw a notable upward trend in trading today.
  • The positive market response is possibly linked to AMD's recent involvement in empowering Zyphra's breakthrough in large-scale AI training, underscoring its technological progress and market importance.
  • Despite competitive pressures in the semiconductor industry, AMD's strategic collaborations and successful data-center outcomes are likely contributing to its current positive trajectory.
  • Analyzing the options market reveals an optimistic outlook for AMD, signaling strong confidence in the company's future performance and growth opportunities.

20.10.2025 - AMD Stock was down 6.2%

  • AMD shares displayed a bearish trend, potentially influenced by market reactions to Nvidia's earnings report, impacting industry sentiment.
  • Despite AMD's progress in chip shipments and supercomputing collaborations, concerns over competition from industry leaders like Nvidia and Intel could have influenced the market's response.
  • Comparisons between Nvidia and AMD in technology advancements and market positions might have contributed to the bearish movement, as investors evaluate the competitive landscape and future growth prospects in the semiconductor market.

18.10.2025 - AMD Stock was down 5.3%

  • The bearish movement in AMD's stock today could be attributed to the widening gap between Nvidia and AMD in the semiconductor industry.
  • Despite the positive outlook for AMD's growth targets in AI and earnings through 2030, investors may have concerns about the company's ability to compete with industry giants like Nvidia.
  • The announcement of Nvidia and Eviden powering Europe's new exascale supercomputer in France may have also shifted investor sentiment towards Nvidia, impacting AMD's stock negatively.
  • The discrepancy between the optimistic reports on AMD's accelerating demand and the bearish market movement suggests that investors are closely monitoring the competitive landscape in the semiconductor industry, leading to today's downward trend in AMD's stock.

07.10.2025 - AMD Stock was down 5.0%

  • AMD saw a downturn in its stock price despite strong Q3 earnings and notable partnerships, which could signify investors selling off their shares.
  • Concerns regarding valuation arose due to improved projections and significant AI agreements, potentially prompting traders to take profits.
  • The choice by Amazon to divest from AMD and focus on Rivian Automotive may have influenced negative investor sentiment towards AMD, leading others to follow suit.
  • Despite upbeat options trading outlook, external factors like profit-taking and changing investor preferences likely impacted AMD's bearish performance today.

12.10.2025 - AMD Stock was up 8.6%

  • AMD's stock surged after the company's analyst day where ambitious growth targets were outlined, particularly in the artificial intelligence (AI) sector.
  • The market reacted positively to AMD's strategy to lead in the $1 trillion compute market and accelerate growth in data center and AI segments.
  • Price targets on AMD were raised by analysts, indicating confidence in the company's future performance.
  • The soaring demand for AI graphics processing units (GPUs) and data center central processing units (CPUs) contributed to AMD's bullish momentum.

12.10.2025 - AMD Stock was up 5.1%

  • AMD stock saw a significant increase in value today.
  • The upward trend is linked to AMD's ambitious growth targets and long-term plans to expand in the data center and AI markets, which has generated enthusiasm among investors.
  • Positive developments concerning AMD's partnerships with Taiwan Semiconductor Manufacturing Company Ltd and the U.S. government shutdown resolution are believed to have also influenced the stock's surge.
  • Market analysts and experts are optimistic about AMD's growth prospects, reinforcing investor confidence in the company's future.

12.10.2025 - AMD Stock was up 7.6%

  • AMD's bullish movement can be attributed to the company's analyst day where they outlined ambitious growth targets, particularly in the artificial intelligence (AI) sector.
  • The surge in AMD's stock price is a reflection of the market's positive response to the company's accelerating demand for AI graphics processing units (GPUs) and datacenter central processing units (CPUs).
  • Analysts have raised price targets on AMD, indicating confidence in the company's future performance and potential for further upside.
  • Despite attention-grabbing headlines, the underlying fundamentals of the AI sector, in which AMD plays a significant role, remain strong, contributing to the positive sentiment surrounding the stock.

19.10.2025 - AMD Stock was down 5.4%

  • Quietly gaining ground in the US chip market, AMD is surpassing Intel in important PC and server shipments despite Intel's pricing advantages.
  • AMD's chips are slated to drive France's premier exascale supercomputer, underscoring the company's expanding presence in AI and scientific computing.
  • Amidst positive advancements, the stock's performance may have been affected by comparisons with Nvidia, hinting at a growing gap between the two rivals.
  • The disparity between alarmist headlines and the robust fundamentals of the AI industry, in which AMD is a key player, could have influenced the market fluctuations.
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Disclaimer
Morpher is not liable for the content of the AI investment insights. Like most GPT-powered tools, these summaries may contain AI hallucinations and inaccurate information. Morpher is not presenting you with any investment advice. All investments involve risk, and the past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Investors are fully responsible for any investment decisions they make. Such decisions should be based solely on an evaluation of their financial circumstances, investment objectives, risk tolerance, and liquidity needs. These summaries do not constitute investment advice.