AMD is trading at $414.51 (+16.6%) after Q1 2026 earnings crushed estimates with $10.3B in revenue, fueled by a 57% surge in Data Center sales from AI demand for EPYC and Instinct products.
- CEO Lisa Su raised Q2 guidance and cited Agentic AI as a primary driver for unexpected CPU and GPU growth, marking what she called a major inflection point for the company.
- The results demonstrate a significant decoupling from traditional PC market trends, aligning with broader tech sector strength as NASDAQ futures trade up 0.72%.