Archived explainer. For the current picture see today's AMD page.
ADVANCED MICRO DEVIC (AMD) is drawing unusual attention today. Our newswire has captured 58 stories on AMD across 20 sources in the last 36 hours, with AI sentiment reading bullish (avg 63/100).
Advanced Micro Devices stock is moving higher today, with shares up 10% following the announcement of a major deal with AI startup Anthropic. The agreement includes the sale of up to 2 gigawatts of AMD's latest Instinct GPUs and a planned $5 billion investment by AMD in Anthropic. The deal is seen as a strategic move to strengthen AMD's competitive position in the AI server market, particularly against industry leader Nvidia.
AMD announced a partnership with Anthropic that spans tens of billions of dollars in artificial intelligence servers. The agreement not only secures a significant volume of chip sales for AMD but also includes a substantial investment in Anthropic, signaling a long-term collaboration. This development reinforces AMD's position in the AI infrastructure space and aligns with broader industry trends of larger technology firms backing AI startups to secure access to emerging markets. Analysts and market commentators have highlighted the deal as a potential catalyst for AMD's growth in the next phase of AI development.
Retail traders on platforms like Reddit and X have noted the significance of the deal, with some calling it a sign that AI infrastructure spending remains robust. AMD's CEO, Lisa Su, has previously emphasized the company's commitment to AI performance, and the recent partnership with Anthropic appears to align with that vision.
Over the last 8 sessions, AMD stock has risen 1.5%, moving from $542.03 to $550.15. The stock is currently trading within its 52-week range of $149.22 to $584.73. Intraday trading has shown strong momentum, with unusual options activity totaling 79 notable prints in the last 36 hours. Call premiums have significantly outpaced put premiums, with call activity totaling $204.4 million compared to $45.3 million in put premiums. The largest single options print was valued at $15.2 million.
Recent insider transactions show eight sales totaling $147.1 million in the last 90 days, with no insider buys recorded. On the retail side, AMD has seen 95 social media mentions in the last 24 hours and 144 in the past week. Congressional trades include two recent buys and one sell in the last 90 days.
AMD's next key event will be the continued development of its partnership with Anthropic, as well as broader industry trends in AI infrastructure spending. Investors should monitor the company's upcoming earnings report for further insights into its financial performance and strategic direction.
AI-assisted analysis composed exclusively from headlines and data on the Top Tier newswire. Not financial advice.
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Advanced Micro Devices and Anthropic signed a deal for tens of billions of dollars' worth of artificial-intelligence servers, strengthening AMD's competitive position against industry leader Nvidia and supplying Anthropic with much needed computing power. Under the terms of the agreement, Anthropic will purchase up to 2 gigawatts of AMD's latest-generation chips, called the Instinct MI450, starting in the first half of 2027. AMD will also invest up to $5 billion in Anthropic-its first check…
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The AMD Anthropic deal sends AMD stock up 10%. Anthropic takes 2 gigawatts of Instinct GPUs, AMD invests $5 billion. The post AMD Stock Jumps 10% on Anthropic Deal: Can Nvidia’s Lead Hold? appeared first on BeInCrypto.
U.S. chipmaker Advanced Micro Devices ($AMD) on Wednesday announced plans to sell up to 2GW of its latest chips to AI startup Anthropic. It also plans to invest up ...
Larger technology companies have started backstopping deals with AI startups to help them secure access. There are a few benefits for those tech giants, some experts say, including broadening the availability of compute, which is a high-demand, necessary resource for AI companies.
More on AMD: full news and sentiment history. Sentiment scores are AI-derived research signals, not financial advice.
Earlier AMD move explainers: 2026-07-29 · 2026-07-28 · 2026-07-27 · 2026-07-24 · 2026-07-23 · 2026-07-22 · 2026-07-21 · 2026-07-20 · 2026-07-17 · 2026-07-16 · 2026-07-14 · 2026-07-13