AI Growth, Export Risks, and 2025–2026 Targets

NASDAQ:AMD Stock Holds $159.93 as AI Expansion and Export Risks Collide

NASDAQ:AMD trades at $159.93, up 0.86% intraday, with a market capitalization of $259.5 billion. The stock has surged more than 32% year-to-date, outperforming the S&P 500’s 12.38% gain, yet remains 14% off its 52-week high of $186.65. AMD’s rally of 150% from April lows near $75 to July highs above $186 underscores investor confidence in its AI roadmap, but the stock corrected sharply by 20%, creating a new support zone around $150–160.

Revenue Growth Hits Records Amid Geopolitical Tensions

AMD posted record Q2 2025 revenue of $7.7 billion, up 32% year-over-year, driven by surging Client and Gaming demand. The Client segment jumped 67% YoY to $2.5 billion,…

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