{"id":14692,"date":"2026-05-07T17:31:15","date_gmt":"2026-05-07T17:31:15","guid":{"rendered":"https:\/\/globalnewstoday.uk\/index.php\/2026\/05\/07\/amd-the-rally-has-only-started-earnings-review-nasdaqamd-seeking-alpha\/"},"modified":"2026-05-07T17:31:15","modified_gmt":"2026-05-07T17:31:15","slug":"amd-the-rally-has-only-started-earnings-review-nasdaqamd-seeking-alpha","status":"publish","type":"post","link":"https:\/\/globalnewstoday.uk\/index.php\/2026\/05\/07\/amd-the-rally-has-only-started-earnings-review-nasdaqamd-seeking-alpha\/","title":{"rendered":"AMD: The Rally Has Only Started (Earnings Review) (NASDAQ:AMD) &#8211; Seeking Alpha"},"content":{"rendered":"<figure class=\"getty-figure\" data-type=\"getty-image\"><picture> <img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/static.seekingalpha.com\/cdn\/s3\/uploads\/getty_images\/2191006237\/image_2191006237.jpg?io=getty-c-w630\" alt=\"AMD headquarters in Santa Clara, California, USA\" data-id=\"2191006237\" data-type=\"getty-image\" width=\"1536\" height=\"1024\" srcset=\"https:\/\/static.seekingalpha.com\/cdn\/s3\/uploads\/getty_images\/2191006237\/image_2191006237.jpg?io=getty-c-w1536 1536w, https:\/\/static.seekingalpha.com\/cdn\/s3\/uploads\/getty_images\/2191006237\/image_2191006237.jpg?io=getty-c-w1280 1280w, https:\/\/static.seekingalpha.com\/cdn\/s3\/uploads\/getty_images\/2191006237\/image_2191006237.jpg?io=getty-c-w1080 1080w, https:\/\/static.seekingalpha.com\/cdn\/s3\/uploads\/getty_images\/2191006237\/image_2191006237.jpg?io=getty-c-w750 750w, https:\/\/static.seekingalpha.com\/cdn\/s3\/uploads\/getty_images\/2191006237\/image_2191006237.jpg?io=getty-c-w640 640w, https:\/\/static.seekingalpha.com\/cdn\/s3\/uploads\/getty_images\/2191006237\/image_2191006237.jpg?io=getty-c-w480 480w, https:\/\/static.seekingalpha.com\/cdn\/s3\/uploads\/getty_images\/2191006237\/image_2191006237.jpg?io=getty-c-w320 320w, https:\/\/static.seekingalpha.com\/cdn\/s3\/uploads\/getty_images\/2191006237\/image_2191006237.jpg?io=getty-c-w240 240w\" sizes=\"(max-width: 767px) calc(100vw - 36px), (max-width: 1023px) calc(100vw - 132px), (max-width: 1199px) calc(100vw - 666px), (max-width: 1307px) calc(100vw - 708px), 600px\" fetchpriority=\"high\"> <\/picture><figcaption>\n<p class=\"item-caption\">\n<p class=\"item-credits\">JHVEPhoto\/iStock Editorial via Getty Images<\/p>\n<\/figcaption><\/figure>\n<p>JHVEPhoto\/iStock Editorial via Getty Images<br \/>For years, I&#8217;ve been bullish on Advanced Micro Devices (<span class=\"ticker-hover-wrapper\"><a href=\"https:\/\/seekingalpha.com\/symbol\/AMD\" title=\"Advanced Micro Devices, Inc.\">AMD<\/a><\/span>) for different reasons. First, I saw them gaining more from the revenue mix toward data center sales, where the firm could have<br \/>With just one subscription to <a href=\"https:\/\/seekingalpha.com\/checkout?service_id=mp_1415#source=ig_inline_banner\"\"><em><strong>Beyond the Wall Investing<\/strong><\/em><\/a>, you can save thousands of dollars a year on equity research reports from banks. You&#8217;ll keep your finger on the pulse and have access to the latest and highest-quality analysis of this type of information.<em><strong><\/strong><\/em><br \/><!--EndFragment--><br \/>This article was written by<br \/><b>Analyst\u2019s Disclosure: <\/b><span>I\/we have a beneficial long position in the shares of AMD either through stock ownership, options, or other derivatives.<\/span><span id=\"top-business-disclosure\"> I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. <\/span><br \/><strong>Seeking Alpha&#8217;s Disclosure:<\/strong> Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.<\/p>\n<p><a href=\"https:\/\/news.google.com\/rss\/articles\/CBMilwFBVV95cUxNUmZJejlVWjhwcDBpZmV5V0xyVDc0bFcwVmVKV2RSM0xyY2U2MVlFTjd1T1YyRlp4SGJxZ1ozYTRUdG1QblRPd0xPX0EwWmJxcnQ3TVROOUZneWZLOXc4RWVaQm1YcHN6NHRKcXJDckxIVF90bkxxZ3JPSzJnSDhtTzkyTmt6dUJ1amtkLWRyLXhpZElVME1n?oc=5\">source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>JHVEPhoto\/iStock Editorial via Getty Images JHVEPhoto\/iStock Editorial via Getty ImagesFor years, I&#8217;ve been bullish on Advanced Micro Devices (AMD) for different reasons. First, I saw them gaining more from the revenue mix toward data center sales, where the firm could haveWith just one subscription to<\/p>\n","protected":false},"author":1,"featured_media":14693,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":{"0":"post-14692","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-business"},"_links":{"self":[{"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/posts\/14692","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/comments?post=14692"}],"version-history":[{"count":0,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/posts\/14692\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/media\/14693"}],"wp:attachment":[{"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/media?parent=14692"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/categories?post=14692"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/tags?post=14692"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}