NEW YORK — Friday, December 26, 2025, 12:05 PM ET.
Advanced Micro Devices, Inc. (NASDAQ: AMD), post-Christmas US trading hours are typically thin as investors focus on year-end positioning and the “Santa Claus Rally” window. On the tape around noon in New York, AMD stock was slightly higher at around $215.68.roughly to the top 0.3% On that day, after making a transaction between the following: $213.06 and $216.75.
Broad market movements are important to high-beta semiconductor names, but today's AMD story is unusually headline-driven. Investors will benefit from (1) new momentum in AMD's AI roadmap and mega-deal pipeline; (2) China compliant accelerator (MI308) (3) Targets updated by Wall Street according to AMD's latest guidance and long-term outlook.
Is the US stock market currently open?
yes. in 12:05pm (Eastern Standard Time)U.S. stocks are traded during core trading hours (9:30 a.m. to 4:00 p.m. ET). [1]
The market is Closed on Christmas Day (December 25th) and had Closed early on December 24thbut December 26th is a normal business day. [2]
What's happening in the market today and why AMD investors should pay attention
Wall Street is trading near record levels in light post-holiday trading, and investors remain optimistic. future rate cuts and sustainability of corporate profits. [3] This backdrop tends to support large-cap stocks in tech and semiconductors, especially during late December seasonality, which is the focus of many desks. [4]
The sector gauge is also slightly positive. iShares Semiconductor ETF (SOXX) are around $306.75 and Invesco QQQ (QQQ) are around $624.20 noon.
For AMD in particular, the tone of the market is important because the 2025 stock price rally has investors sensitive to two things:
- AI demands “proof points” (Orders, adoption, software ecosystem traction)
- Policy and supply constraints (Especially China-related uncertainties)
The biggest factor in current AMD stock
1) Chinese AI accelerators are gaining attention again – with the risk of “15% commission”
The short-term variables for AMD are: China-compliant MI308 AI accelerator— and the political and economic “costs” associated with selling it.
According to Reuters, AMD's CEO lisa sue The company said it has a license to ship some MI308 Send tips to China and be prepared to pay 15% commission Under the Trump administration's framework for restricting chip exports, if the U.S. government ships them, they will be exported to the U.S. government. [5] Reuters also noted the legal debate over fee structures and highlighted that China has released guidelines to promote state-backed data center projects. Domestic AI chipa potential demand headwind for U.S. suppliers. [6]
Why investors care:
This is a rare case where AMD's addressable market expansion is combined with visible margin “taxes” and geopolitical headline risk. The question for shareholders is whether increased sales in China will be a meaningful source of revenue, or a volatile and policy-sensitive trend with unpredictable costs.
2) Alibaba order chatter emerges as a near-term catalyst
Multiple reports over the past few days have suggested that alibaba I'm considering purchasing AMD in bulk. MI308 Accelerators – Commonly Cited 40,000～50,000 Unit range. [7]
Even if investors discount early reporting, the market is reacting. direction This story fits the theme. China's cloud and AI players still need high-performance accelerators, and AMD's products for China could be positioned as replacements for limited Nvidia products.
Important notes:
This story lies at the intersection of commercial demand and government approval. In other words, “what,” “when,” and “how to make a profit” are still in flux.
3) Nvidia and China headlines could move AMD
AMD is not making an isolated deal. A key sector story this week is Nvidia's plan to resume shipments of certain AI chips to China by mid-February 2026, subject to approval, following a U.S. policy shift that allows exports under certain conditions. [8]
This is important for AMD investors because AI export policy easing/tightening cycles tend to be:
- Resetting the price of the entire AI semiconductor group
- Changing investor expectations about the intensity of competition in China
- Increased focus on AMD's MI308 economics and licensing pathway
4) OpenAI Partnerships Remain a Critical Pillar of the Long-term Bullish
A central pillar of AMD's bull case in the second half of 2025 is a strategic partnership with the company. OpenAI.
Reuters reported that AMD will provide OpenAI with the following features: hundreds of thousands The growth of AI chips (GPUs) over the years since Second half of 2026I would explain this as follows 6 gigawatts Deployment scale. [9] The agreement includes OpenAI with approximately up to 10% AMD executives characterize the deal as “transformative,” as they measure AMD's long-term growth based on milestones. [10]
One outside expert quoted by Reuters said: Leah Bennett (Concurrent Asset Management) framed the deal as a validation of AMD's technology, which has lagged Nvidia for years in the AI space. [11]
What investors need to understand today:
OpenAI is not about “next quarter.” it is Multi-year capabilities, roadmaps, and execution stories— and that's one reason why AMD tends to trade on long-term AI platform reliability (hardware + software + system), not just short-term PC cycles.
5) AMD's Analyst Day aims to reset expectations for the rest of the decade
At AMD's Financial Analyst Day, the company outlined ambitious long-term goals related to the data center chip market, which is expected to expand dramatically.
Reuters reported that AMD expects its revenue to more than triple by 2030 and outlined the following vision: Annual revenue from data center chips will reach $100 billion within 5 years and long-term EPS targets (cited as follows) $20 per share (as listed in the Reuters summary). [12]
AMD's own investor relations materials also emphasize rapid ramp dynamics and a multi-generation accelerator roadmap.
- MI350: Said to be AMD's fastest growing product in history, it is already being deployed at scale by major cloud providers including Oracle Cloud Infrastructure.
- MI450 / “Helios” system: Scheduled to arrive first Q3 2026
- MI500: Scheduled to be released on 2027 [13]
Why it matters for today's stock price:
AMD is valued more as an AI infrastructure platform than a cyclical CPU vendor, so investors are always mapping price movements to whether AMD is or isn't. Things are going well Toward that long-term curve.
AMD's financial performance: The latest numbers used by Wall Street
AMD's latest quarterly report (Q3 2025) announced record results including:
- Revenue: $9.246 billion
- Non-GAAP EPS: $1.20
- Data center division revenue: $4.3 billion (up 22% year over year, according to an AMD release) [14]
Regarding the outlook, Reuters reported that AMD expects sales for the fourth quarter to be approximately 20 billion yen. $9.6 billion ± $300 millionexceeded the expectations of analysts compiled by LSEG. $9.15 billion at that time. [15]
Reuters also captured a point in investor sentiment worth repeating in today's session. michael shulmanRunning Point Capital's chief information officer said short-term profit-taking and valuation concerns can weigh on even after a strong performance, especially if parts of the market are worried about an “AI bubble.” [16]
AMD stock price prediction: What analysts are saying now
Wall Street's view of AMD remains largely positive, but not unified, especially after a pivotal year.
Investopedia summarized the analyst comments after earnings as follows:
- Jeffries and HSBC: “Buy” (or equivalent) rating 300 dollars price target
- wedbush: We have raised our goals to: $290
- Visible alpha mean target: around it $275 (according to Investopedia calculations and cited datasets) [17]
Separately, a Nasdaq.com article (from Zacks Equity Research) was linked to AMD's stock price. Average brokerage recommendation around it 1.61 Based on (between strong buy and buy) 44 However, it cautions that brokerage ratings may be overly optimistic and emphasizes Zacks' proprietary rating framework. [18]
Here's how to read these predictions (without overreacting):
- Target stock prices tend to fluctuate based not only on fundamentals but also on sentiment and multiples.
- At AMD, analysts are increasingly taking on the “scale up AI infrastructure” model. This means goals can change quickly based on evidence of shipping, cloud adoption, and software ecosystem traction.
What investors should look out for at the end of a trade and for the next trade
Since the market is currently open, the more actionable question is what could change in the next period. noon And the next few sessions:
AMD stock short-term watchlist
- China policy headings: Updates on export license terms, fees, or approvals (particularly regarding AI accelerators) could allow AMD to respond quickly. [19]
- Reliability of large reports: Confirmation (or a credible rebound) regarding the size and timing of Alibaba/MI308 could impact near-term sentiment. [20]
- Sector Beta until the end of the year: If holiday liquidity is thin, the semis could overshoot in either direction, especially if the macro narrative (rate cuts, growth, inflation) changes. [21]
Key catalysts for upcoming AMD to know before trading 2026 headlines
- CES 2026 Keynote: AMD confirms Dr. Lisa Su will give keynote speech January 5th 9:30pm ETfocused on AMD's AI vision across cloud, enterprise, edge, and devices. [22]
- Next revenue period: Some market calendars roughly list AMD's next earnings February 3, 2026 (post-marketing) (Not necessarily officially confirmed by the company). [23]
Conclusion: The current story for AMD stock is “AI scale + policy risk”
As of noon on December 26th, AMD is trending slightly higher due to the year-end seasonality of semiconductors and the market hovering around the highest prices. [24]
but, genuine The discussion for AMD heading into 2026 is not whether PC popularity will return or gaming cycles will normalize, but whether AMD can pivot:
- like headline partnership OpenAI Generate sustainable, high-margin revenue at scale [25]
- Rapid accelerator roadmap to consistent deployment (MI350 → MI450/Helios → MI500) delivers victory [26]
- China compliant product opportunity (MI308) to see net growth in spite of Tariffs, export regulations, regional industrial policies [27]
This article is for informational purposes only and does not constitute investment advice.
References
1. www.nyse.com, 2. www.nasdaqtrader.com, 3. www.reuters.com, 4. www.marketwatch.com, 5. www.reuters.com, 6. www.reuters.com, 7. technode.com, 8. www.reuters.com, 9. www.reuters.com, 10. www.reuters.com, 11. www.reuters.com, 12. www.reuters.com, 13. ir.amd.com, 14. ir.amd.com, 15. www.reuters.com, 16. www.reuters.com, 17. www.investopedia.com, 18. www.nasdaq.com, 19. www.reuters.com, 20. technode.com, 21. www.reuters.com, 22. www.amd.com, 23. Finance.yahoo.com, 24. www.reuters.com, 25. www.reuters.com, 26. ir.amd.com, 27. www.reuters.com
