Advanced Micro Devices, Inc. operates as a semiconductor company worldwide. It operates through Data Center, Client, Gaming, and Embedded segments. The company offers x86 microprocessors and graphics processing units (GPUs) as an accelerated processing unit, chipsets, data center, and professional GPUs; and embedded processors, and semi-custom system-on-chip (SoC) products, microprocessor and SoC development services and technology, data processing unites, field programmable gate arrays (FPGA), and adaptive SoC products. It provides processors under the AMD Ryzen, AMD Ryzen PRO, Ryzen Threadripper, Ryzen Threadripper PRO, AMD Athlon, AMD Athlon PRO, and AMD PRO A-Series brand names; graphics under the AMD Radeon graphics and AMD Embedded Radeon graphics; and professional graphics under the AMD Radeon Pro graphics brand name. In addition, the company offers data center graphics under the Radeon Instinct and Radeon PRO V-series brands, as well as servers under the AMD Instinct accelerators brand; server microprocessors under the AMD EPYC brands; low power solutions under the AMD Athlon, AMD Geode, AMD Ryzen, AMD EPYC, AMD R-Series, and G-Series brands; FPGA products under the Virtex-6, Virtex-7, Virtex UltraScale+, Kintex-7, Kintex UltraScale, Kintex UltraScale+, Artix-7, Artix UltraScale+, Spartan-6, and Spartan-7 brands; adaptive SOCs under the Zynq-7000, Zynq UltraScale+ MPSoC, Zynq UltraScale+ RFSoCs, Versal HBM, Versal Premium, Versal Prime, Versal AI Core, Versal AI Edge, Vitis, and Vivado brands; and compute and network acceleration board products under the Alveo brand. It serves original equipment and design manufacturers, public cloud service providers, system integrators, independent distributors, and add-in-board manufacturers through its direct sales force, and sales representatives. Advanced Micro Devices, Inc. was incorporated in 1969 and is headquartered in Santa Clara, California.

AMD looks fundamentally strong in terms of balance sheet quality and profitability, but the market is already pricing in very high expectations. Revenue over TTM reached $10.25 billion, while net income and operating income remain positive and have increased compared with earlier periods, which supports the investment case. Net profit margin of 13.37% and operating margin of 11.65% are above the industry median, and ROA at 6.50% looks sustainable and close to the market average. At the same time, ROE of 8.08% and ROI of 7.76% do not look outstanding for such a rich valuation, so they do not provide grounds for an aggressive increase in the target price. Liquidity is comfortable: a current ratio of 2.73 and a quick ratio of 1.96 indicate a solid margin of safety, while debt/equity of 0.04 and a reduction in long-term debt to $2.35 billion point to low financial risk. On the other hand, the valuation multiples are extremely stretched: P/E of 177.34, P/S of 23.69, P/B of 13.68, and P/FCF of 103.98 are significantly above the industry median, which implies a meaningful premium for future growth. Such a premium is justified only if earnings and cash flow continue to accelerate, and the current trend shows improvement, but not enough to fully eliminate overvaluation risk. The absence of dividends means the focus is entirely on growth, so sensitivity to any slowdown in demand or margins remains high. Growth in assets, equity, and cash position supports the valuation, but by itself does not offset such expensive multiples. Overall, the fundamentals confirm the quality of the business more than they justify further multiple expansion, so a moderate conservative downward adjustment is appropriate. For an investor, this means AMD remains a strong growth story, but the current price already reflects an optimistic scenario to a large extent.

Advanced Micro Devices, Inc.

Сильный индекс, значительно упал. Быки в растерянности.

Strong index, significantly down. The bulls are confused.

Сильный индекс, без изменений. Медведи в растерянности.

Strong index, flat. The bears are confused.

Сильный индекс, незначительно упал. Рынок не поддерживает быков.

Strong index, slightly down. The market does not support the bulls.

Сильный индекс, незначительно вырос. Рынок на стороне медведей.

Strong index, slightly up. The market is on the bears' side.

Сильный индекс, без изменений. Отток средств из лонгов на высоком уровне.

Strong index, flat. Outflow of funds from longs at a high level.

Сильный индекс, без изменений. Приток средств в шорты на высоком уровне.

Strong index, flat. Inflow of funds into shorts at a high level.

AMD is strong in terms of margins, liquidity, and earnings growth, but it trades at a very high valuation premium on multiples, so the assessment requires moderate conservatism.

The S&P 500 Index ($SPX) (SPY) on Wednesday closed down -1.52%, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -2.19%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -2.06%. September E-mini S&P futures (ESU26) fell -1.59%, and September E-mini Nasdaq futures (NQU26) fell -2.23%.
Stock indexes retreated on Wednesday, with the S&P 500 sliding to a 1-month low and the Nasdaq 100 sinking to a 3-month low. Chipmakers and AI infrastructure stocks sold off on Wednesday, leading the overall market lower. Also, heightened geopolitical risks are weighing on stocks as crude prices surged, and bond yields jumped when President Trump said the US will “hit Iran hard” after a recent attack from Iran that targeted a US base in Jordan.
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Stocks whipsawed Wednesday afternoon and briefly erased their losses before selling off again into the close after the FOMC kept interest rates unchanged in a hawkish Fed hold. Three Fed members dissented in favor of a quarter-point rate hike, and Fed Chair Warsh said the Fed is committed to “deliver price stability.” The 10-year T-note yield rose +4 bp to 4.64%.
Earnings results from Microsoft and Meta Platforms after Wednesday’s close will be looked at to see whether the vast spending behind the buildout of artificial intelligence can deliver adequate returns.
The FOMC, as expected, kept the fed funds target range unchanged at 3.50% to 3.75% in a 9-3 vote, with Cleveland Fed President Beth Hammack, Minneapolis Fed President Neel Kashkari, and Dallas Fed President Lorie Logan voting for a quarter-point rate hike.
The post-FOMC statement said, "Economic activity is expanding at a solid pace despite elevated uncertainty that owes, in part, to the conflict in the Middle East," adding that "productivity growth and capital investment are strong." Inflation remains elevated "in part reflecting supply shocks that have driven price increases in certain sectors, including energy."
Fed Chair Warsh said, "The economy is showing impressive resilience" even with recent shocks and policymakers "will not hesitate to act" if inflation remains elevated.
Sep WTI crude oil prices (CLU26) jumped by more than +6% on Wednesday as the recent lull in hostilities came to an abrupt end after the Islamic Revolutionary Guard Corps (IRGC) said it targeted a US airbase and command center in Jordan with ballistic missiles. The IRGC also claimed to have hit and halted three tankers attempting to transit through the Strait of Hormuz. Meanwhile, the US and Saudi Arabia launched a joint attack on "Iran-aligned terrorists" in Iraq after the IRGC directed them to target US forces and Saudi energy infrastructure.
Tensions remain high in the Middle East as the US maintains its blockade of Iranian oil shipments in the Persian Gulf. Also, diplomatic attempts to reopen the Strait of Hormuz appear to be at an impasse. Iranian Deputy Foreign Minister Gharibabadi said Oman's proposal for a route through the Strait of Hormuz, with 50% under Iran's control and 50% under Oman's, would not address Iran's concerns and that the inbound passage and part of the outbound channel must be entirely under Iran's control.
US MBA mortgage applications fell -6.4% in the week ended July 24, with the purchase mortgage sub-index down -3.6% and the refinancing mortgage sub-index down -9.9%. The average 30-year fixed rate mortgage rose +7 bp to an 11.5-month high of 6.76% from 6.69% the prior week.
The outlook for strong Q2 earnings, which continue this week, is a bullish factor for stocks. The markets are awaiting results from a raft of megacap technology companies this week, including Microsoft and Meta Platforms today, and Amazon.com and Apple on Thursday. Forecasts compiled by Bloomberg Intelligence suggest Q2 earnings may increase by +23%, close to Q1’s blowout earnings of +30%, which was more than double the +12% analysts had expected. AI spending is expected to account for most of earnings, with AI infrastructure stocks set to contribute nearly 60% of the S&P 500's earnings-per-share growth in Q2. So far, earnings results have been positive, with 87% of the 216 S&P 500 companies that have reported Q2 earnings beating estimates, according to Bloomberg data.
The markets are discounting a 56% chance of a +25 bp rate hike at the next FOMC meeting on September 15-16.
Overseas stock markets settled mixed on Wednesday. The Euro Stoxx 50 closed down -0.65%. China's Shanghai Composite rebounded from a 1-week low and closed up +0.40%. Japan's Nikkei-225 Stock Average fell to a 2.25-month low and closed down -1.49%.
Interest Rates
September 10-year T-notes (ZNU6) on Wednesday closed down -1 tick. The 10-year T-note yield rose +3.3 bp to 4.639%. T-notes were under pressure from Wednesday’s +6% surge in crude oil prices, which raises inflation expectations and is hawkish for Fed policy. Also, the FOMC's hawkish hold on interest rates weighed on T-note prices after three Fed members dissented in favor of a 25 bp rate hike, and Fed Chair Warsh said policymakers "will not hesitate to act" if inflation remains elevated.
European government bond yields moved higher on Wednesday. The 10-year German bund yield rose +5.6 bp to 3.160%. The 10-year UK gilt yield rose +9.2 bp to 5.036%.
The German Jun import price index eased to 6.1% y/y from 6.8% y/y in May.
The markets are discounting a 90% chance of a +25 bp ECB rate hike at their next policy meeting on September 10.
US Stock Movers
Chipmakers and AI-infrastructure stocks fell sharply on Wednesday, weighing on the broader market. The Philadelphia Stock Exchange Semiconductor Index ($SOX) dropped to a 2.5-month low and closed down more than -5%. Nebius Group NV (NBIS) closed down more than -12% to lead losers in the Nasdaq 100, and KLA Corp (KLAC) closed down more than -10%. Also, Micron Technology (MU) closed down more than -9%, and Applied Materials (AMAT) and ARM Holdings (ARM) closed down by more than -8%. In addition, Sandisk (SNDK) and NXP Semiconductors NV (NXPI) closed down more than -7%, and Marvell Technology (MRVL) and Lam Research (LRCX) closed down more than -6%. Finally, Advanced Micro Devices (AMD), Microchip Technology (MCHP), and Intel (INTC) closed down more than -5%.
Airline stocks fell on Wednesday as crude oil prices surged. Alaska Air Group (ALK) closed down more than -5%, and Southwest Airlines (LUV) closed down more than -4%. Also, Delta Air Lines (DAL), American Airlines Group (AAL), and United Airlines Holdings (UAL) closed down more than -3%.
Trucking and freight companies were under pressure on Wednesday amid soaring crude oil prices. ArcBest (ARCB) closed down more than -5%, and FedEx Freight Holding (FDXF) closed down more than -4%. Also, Saia Inc (SAIA) closed down more than -3%, and Old Dominion Freight Line (ODFL) and XPO Inc (XPO) closed down more than -2%. In addition, Marten Transport Ltd (MRTN) closed down more than -1%.
Most software stocks rose on Wednesday as investors rotated out of chipmakers into software. Intuit (INTU) closed up more than +6%, and Adobe Systems (ADBE), Datadog (DDOG), and Workday (WDAY) closed up more than +5%. Also, Atlassian Corp (TEAM) and ServiceNow (NOW) closed up more than +4%, and Salesforce (CRM) closed up more than +3% to lead gainers in the Dow Jones Industrials. In addition, Autodesk (ADSK) closed up more than +3%, and Thomson Reuters (TRI) closed up more than +2%.
Energy producers and service providers rallied on Wednesday, as crude oil prices jumped by more than +6%. APA Corp (APA) closed up more than +5%, and Diamondback Energy (FANG) and Devon Energy (DVN) closed up more than +4%. Also, ConocoPhillips (COP) and Occidental Petroleum (OXY) closed up more than +3%, and ExxonMobil Holdings (XOM) and Chevron (CVX) closed up more than +2%.
Lennox International (LII) closed down more than -20% to lead losers in the S&P 500 after reporting Q2 net sales of $1.55 billion, weaker than the consensus of $1.56 billion.
Vertiv Holdings (VRT) closed down more than -17% after reporting Q2 net sales of $3.27 billion, below the consensus of $3.39 billion.
Masco Corp (MAS) closed down more than -11% after reporting Q2 net sales of $1.99 billion, weaker than the consensus of $2.08 billion.
Caterpillar (CAT) closed down more than -6% to lead losers in the Dow Jones industrials after Baird downgraded the stock to neutral from outperform, citing a growing trend of state and local government actions targeting data centers, a key growth driver for the company.
Avis Budget Group (CAR) closed down more than -6% after reporting Q2 EPS of 98 cents, well below the consensus of $1.91.
Humana (HUM) closed down more than -5% after it maintained its full-year profit outlook despite posting better-than-expected Q2 profit.
Garmin Ltd (GRMN) closed up more than +16% to lead gainers in the S&P 500 after reporting Q2 revenue of $2.02 billion, above the consensus of $1.92 billion, and raising its full-year revenue estimate to $8.05 billion from a previous estimate of $7.90 billion, stronger than the consensus of $7.99 billion.
GE Healthcare (GEHC) closed up more than +12% to lead gainers in the Nasdaq 100 after reporting Q2 adjusted EPS of $1.13, better than the consensus of $1.04.
Amphenol (APH) closed up more than +4% after reporting Q2 net sales of $8.76 billion, better than the consensus of $8.31 billion.
Ford Motor (F) closed up more than +2% after raising its full-year adjusted EBIT to $10 billion to $11 billion from a previous forecast of $8.5 billion to $10.5 billion.
Earnings Reports (7/30/2026)
A O Smith Corp (AOS), Air Products and Chemicals Inc (APD), Alliant Energy Corp (LNT), Altria Group Inc (MO), Amazon.com Inc (AMZN), American Electric Power Co Inc (AEP), Apple Inc (AAPL), Arthur J Gallagher & Co (AJG), Avery Dennison Corp (AVY), Baxter International Inc (BAX), Bristol-Myers Squibb Co (BMY), Builders FirstSource Inc (BLDR), Camden Property Trust (CPT), Cigna Group/The (CI), Coinbase Global Inc (COIN), Corteva Inc (CTVA), CRH PLC (CRH), Dexcom Inc (DXCM), Edison International (EIX), EMCOR Group Inc (EME), Erie Indemnity Co (ERIE), Eversource Energy (ES), Exelon Corp (EXC), First Solar Inc (FSLR), GoDaddy Inc (GDDY), Hershey Co/The (HSY), Huntington Ingalls Industries (HII), Ingersoll Rand Inc (IR), Intercontinental Exchange Inc (ICE), International Paper Co (IP), KKR & Co Inc (KKR), Labcorp Holdings Inc (LH), Live Nation Entertainment Inc (LYV), Martin Marietta Materials Inc (MLM), Mastercard Inc (MA), Mettler-Toledo International Inc (MTD), Monolithic Power Systems Inc (MPWR), Norwegian Cruise Line Holdings (NCLH), Quanta Services Inc (PWR), Regeneron Pharmaceuticals Inc (REGN), Southern Co/The (SO), Stryker Corp (SYK), Trane Technologies PLC (TT), Valero Energy Corp (VLO), Weyerhaeuser Co (WY), Willis Towers Watson PLC (WTW), Xcel Energy Inc (XEL), Yum! Brands Inc (YUM).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Plunge on a Rout in Chipmakers and a Hawkish Fed Hold

The S&P 500 Index ($SPX) (SPY) today is down -0.71%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -1.53%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.98%. September E-mini S&P futures (ESU26) are down -0.75%, and September E-mini Nasdaq futures (NQU26) are down -1.03%.
Stock indexes are falling today, with the S&P 500 sliding to a 1-month low and the Nasdaq 100 sinking to a 3-month low. Chipmakers and AI infrastructure stocks are selling off today, leading the overall market lower. Also, heightened geopolitical risks are weighing on stocks as crude prices surged, and bond yields jumped when President Trump said the US will “hit Iran hard” after a recent attack from Iran that targeted a US base in Jordan.
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The markets were little changed following the results of the 2-day FOMC meeting early this afternoon, with policymakers keeping interest rates unchanged in a 9-3 decision. Also, earnings results from Microsoft and Meta Platforms after today’s close will be looked at to see whether the vast spending behind the buildout of artificial intelligence can deliver adequate returns. The 10-year T-note yield is up +4 bp to 4.64%.
Sep WTI crude oil prices (CLU26) jumped by more than +7% today as the recent lull in hostilities came to an abrupt end after the Islamic Revolutionary Guard Corps (IRGC) said it targeted a US airbase and command center in Jordan with ballistic missiles. The IRGC also claimed to have hit and halted three tankers attempting to transit through the Strait of Hormuz. Meanwhile, the US and Saudi Arabia launched a joint attack on "Iran-aligned terrorists" in Iraq after the IRGC directed them to target US forces and Saudi energy infrastructure.
Tensions remain high in the Middle East as the US maintains its blockade of Iranian oil shipments in the Persian Gulf. Also, diplomatic attempts to reopen the Strait of Hormuz appear to be at an impasse. Iranian Deputy Foreign Minister Gharibabadi said Oman's proposal for a route through the Strait of Hormuz, with 50% under Iran's control and 50% under Oman's, would not address Iran's concerns and that the inbound passage and part of the outbound channel must be entirely under Iran's control.
US MBA mortgage applications fell -6.4% in the week ended July 24, with the purchase mortgage sub-index down -3.6% and the refinancing mortgage sub-index down -9.9%. The average 30-year fixed rate mortgage rose +7 bp to an 11.5-month high of 6.76% from 6.69% the prior week.
The outlook for strong Q2 earnings, which continue this week, is a bullish factor for stocks. The markets are awaiting results from a raft of megacap technology companies this week, including Microsoft and Meta Platforms today, and Amazon.com and Apple on Thursday. Forecasts compiled by Bloomberg Intelligence suggest Q2 earnings may increase by +23%, close to Q1’s blowout earnings of +30%, which was more than double the +12% analysts had expected. AI spending is expected to account for most of earnings, with AI infrastructure stocks set to contribute nearly 60% of the S&P 500's earnings-per-share growth in Q2. So far, earnings results have been positive, with 87% of the 216 S&P 500 companies that have reported Q2 earnings beating estimates, according to Bloomberg data.
The markets are discounting a 34% chance of a +25 bp rate hike at the conclusion of today’s FOMC meeting.
Overseas stock markets are mixed today. The Euro Stoxx 50 is down -0.73%. China's Shanghai Composite rebounded from a 1-week low and closed up +0.40%. Japan's Nikkei-225 Stock Average fell to a 2.25-month low and closed down -1.49%.
Interest Rates
September 10-year T-notes (ZNU6) today are down -9 ticks. The 10-year T-note yield is up +3.0 bp to 4.637%. T-notes are under pressure today from a +7% surge in crude oil prices, which raises inflation expectations and is hawkish for Fed policy. Also, long liquidation and position evening are weighing on T-notes ahead of the FOMC’s interest rate decision later today.
European government bond yields are moving higher today. The 10-year German bund yield is up +5.0 bp to 3.154%. The 10-year UK gilt yield is up +7.7 bp to 5.021%.
The German Jun import price index eased to 6.1% y/y from 6.8% y/y in May.
The markets are discounting an 88% chance of a +25 bp ECB rate hike at its next policy meeting on September 10.
US Stock Movers
Chipmakers and AI-infrastructure stocks are sharply lower today, weighing on the broader market. The Philadelphia Stock Exchange Semiconductor Index ($SOX) dropped to a 2.5-month low and is down more than -3%. Nebius Group NV (NBIS) is down more than -9% to lead losers in the Nasdaq 100, and KLA Corp (KLAC) and Sandisk (SNDK) are down more than -7%. Also, Applied Materials (AMAT), NXP Semiconductors NV (NXPI), and ARM Holdings (ARM) are down by more than -5%, and Advanced Micro Devices (AMD) is down more than -4%. In addition, Marvell Technology (MRVL), Lam Research (LRCX), and Microchip Technology (MCHP) are down more than -3%, and Nvidia (NVDA), Intel (INTC), and Texas Instruments (TXN) are down more than -2%.
Trucking and freight companies are under pressure today from soaring crude oil prices. ArcBest (ARCB) is down more than -7%, and Saia Inc (SAIA), FedEx Freight Holding (FDXF), JB Hunt Transport Services (JBHT), and CH Robinson Worldwide (CHRW) are down more than -2%. Also, Old Dominion Freight Line (ODFL), Marten Transport Ltd (MRTN), Knight-Swift Transportation Holdings (KNX), and XPO Inc (XPO) are down more than -1%.
Airline stocks are sliding today with the surge in crude oil prices. Alaska Air Group (ALK) is down more than -3%, and Delta Air Lines (DAL) and Southwest Airlines (LUV) are down more than -2%. Also, American Airlines Group (AAL) and United Airlines Holdings (UAL) are down more than -1%.
Energy producers and service providers are climbing today, with crude oil prices up by more than +7%. Diamondback Energy (FANG) is up more than +4%, and ConocoPhillips (COP), APA Corp (APA), Devon Energy (DVN), ExxonMobil Holdings (XOM), and Occidental Petroleum (OXY) are up more than +3%. Also, Baker Hughes (BKR) and Chevron (CVX) are up more than +2%, and Phillips 66 (PSX) and Valero Energy (VLO) are up more than +1%.
Lennox International (LII) is down more than -19% to lead losers in the S&P 500 after reporting Q2 net sales of $1.55 billion, weaker than the consensus of $1.56 billion.
Vertiv Holdings (VRT) is down more than -13% after reporting Q2 net sales of $3.27 billion, below the consensus of $3.39 billion.
Avis Budget Group (CAR) is down more than -11% after reporting Q2 EPS of 98 cents, well below the consensus of $1.91.
Masco Corp (MAS) is down more than -10% after reporting Q2 net sales of $1.99 billion, weaker than the consensus of $2.08 billion.
Caterpillar (CAT) is down more than -6% to lead losers in the Dow Jones industrials after Baird downgraded the stock to neutral from outperform, citing a growing trend of state and local government actions targeting data centers, a key growth driver for the company.
Humana (HUM) is down more than -6% after it maintained its full-year profit outlook despite posting better-than-expected Q2 profit.
Garmin Ltd (GRMN) is up more than +17% to lead gainers in the S&P 500 after reporting Q2 revenue of $2.02 billion, above the consensus of $1.92 billion, and raising its full-year revenue estimate to $8.05 billion from a previous estimate of $7.90 billion, stronger than the consensus of $7.99 billion.
GE Healthcare (GEHC) is up more than +11% to lead gainers in the Nasdaq 100 after reporting Q2 adjusted EPS of $1.13, better than the consensus of $1.04.
Amphenol (APH) is up more than +6% after reporting Q2 net sales of $8.76 billion, better than the consensus of $8.31 billion.
Teradyne (TER) is up more than +5% after reporting Q2 net revenue of $1.33 billion, stronger than the consensus of $1.22 billion.
Ford Motor (F) is up more than +5% after raising its full-year adjusted EBIT to $10 billion to $11 billion from a previous forecast of $8.5 billion to $10.5 billion.
Earnings Reports (7/29/2026)
Align Technology Inc (ALGN), American Water Works Co Inc (AWK), Amphenol Corp (APH), Aon PLC (AON), Automatic Data Processing Inc (ADP), Biogen Inc (BIIB), Boston Scientific Corp (BSX), Bunge Global SA (BG), Carvana Co (CVNA), CBRE Group Inc (CBRE), CH Robinson Worldwide Inc (CHRW), Chipotle Mexican Grill Inc (CMG), Cognizant Technology Solutions (CTSH), Electronic Arts Inc (EA), Entergy Corp (ETR), Equinix Inc (EQIX), Essex Property Trust Inc (ESS), Everest Group Ltd (EG), Fair Isaac Corp (FICO), Flex Ltd (FLEX), Fortinet Inc (FTNT), Fortive Corp (FTV), Garmin Ltd (GRMN), GE HealthCare Technologies Inc (GEHC), Generac Holdings Inc (GNRC), General Dynamics Corp (GD), Humana Inc (HUM), IDEX Corp (IEX), Invitation Homes Inc (INVH), Johnson Controls International (JCI), L3Harris Technologies Inc (LHX), Lam Research Corp (LRCX), Lennox International Inc (LII), Masco Corp (MAS), Meta Platforms Inc (META), MGM Resorts International (MGM), Microsoft Corp (MSFT), Mid-America Apartment Communities (MAA), Old Dominion Freight Line Inc (ODFL), O'Reilly Automotive Inc (ORLY), Procter & Gamble Co/The (PG), PTC Inc (PTC), Public Storage (PSA), QUALCOMM Inc (QCOM), Regency Centers Corp (REG), Robinhood Markets Inc (HOOD), Smurfit Westrock PLC (SW), Stanley Black & Decker Inc (SWK), Starbucks Corp (SBUX), Tyler Technologies Inc (TYL), Ventas Inc (VTR), Verisk Analytics Inc (VRSK), Vertiv Holdings Co (VRT), VICI Properties Inc (VICI), Vulcan Materials Co (VMC), Waste Management Inc (WM), WEC Energy Group Inc (WEC).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
More news from Barchart
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Tumble as Chipmakers Plunge, Oil Spikes

Key Points
Locking up the supply of high bandwidth memory gives Nvidia a key advantage.
AMD is riding two powerful tailwinds and is set to see huge growth.
Broadcom is well positioned to continue to be a leader in custom AI chips.
Chip stocks have been crashing over concerns that the infrastructure building boom for artificial intelligence (AI) is not sustainable.
However, when some of the most brilliant minds in business are emptying their coffers to build AI data centers at a frantic pace, you can bet that they are getting strong returns on these investments and not just fruitlessly throwing money away, as some of the bears would have you believe.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Let's look at three semiconductor stocks to buy into this sell-off.
Nvidia
Nvidia (NASDAQ: NVDA) has been the biggest AI infrastructure winner, and it remains one of the best-positioned semiconductor stocks. Its CUDA software platform, where most foundational AI code was written, gives its graphics processing units (GPUs) a wide moat when it comes to AI model training.
Meanwhile, its move earlier this year to acquire Groq and its language processing units (LPUs) to handle the decoding phase of inference helps give it a strong offering in the inference market, as well.
The company also recently signed a large deal with SK Hynix in which the Korean memory maker will supply it with high-bandwidth memory (HBM), a vital component that needs to be packaged with AI chips. Since HBM is severely supply-constrained, this access gives the company a big edge.
With the stock trading at a forward price-to-earnings ratio (P/E) of just 15 times the analysts' consensus for fiscal 2028 (ending January 2028), it is a top growth stock trading at a cheap valuation. I would be a buyer while it's on sale.
Advanced Micro Devices
The faster they go up, the faster they go down. Shares of Advanced Micro Devices (NASDAQ: AMD) have shot up this year on the back of its strong growth prospects, but they have been hit particularly hard in this recent chip sell-off. Still, the stock's price action doesn't impact the huge growth drivers the company has ahead.
AMD is just starting to see growth surge on tailwinds from inference and agentic AI. The company now has large deals in place with OpenAI, Meta Platforms, Anthropic, and Microsoft for its next-generation GPUs and Helios Rack systems to help run inference for these hyperscalers.
Management paid a hefty price to secure deals with OpenAI and Meta in the form of warrants for up to 10% of its stock, but it did open the doors for future growth and helped establish it as a strong No. 2 player in the space. These deals should drive tremendous revenue growth in the coming years.
At the same time, the company has a huge opportunity with agentic AI and its central processing unit (CPU) business. AI agents will require more CPUs in data centers, and AMD is a leader in this space. It now sees this market ballooning to $220 billion in the next few years.
With AMD having some of the best growth prospects in the industry, now can be a great time to buy the stock following its pullback.
Broadcom
Another semiconductor stock with huge growth ahead is Broadcom (NASDAQ: AVGO). The company helped Alphabet co-develop its tensor processing units (TPUs), and it is now riding that huge tailwind.
This has also led other hyperscalers to ask it to help them develop their own custom AI chips. Broadcom sees this producing more than $100 billion in sales for fiscal 2027 (ending October 2027), with Citigroup projecting its AI business could grow to $180 billion in fiscal 2028.
Broadcom has also smartly locked up HBM supply with Samsung Electronics, which likely means hyperscalers looking to produce custom AI chips at scale will have to turn to it for help. And its custom chip business also feeds into its fast-growing data center networking segment.
Following a sell-off in the stock, it now trades at a forward P/E of 19 based on fiscal 2027 analyst estimates, making this a great time to buy while it's cheap.
Should you buy stock in Nvidia right now?
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Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $390,394!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,209,184!*
Now, it’s worth noting Stock Advisor’s total average return is 899% — a market-crushing outperformance compared to 206% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
Citigroup is an advertising partner of Motley Fool Money. Geoffrey Seiler has positions in Advanced Micro Devices, Alphabet, Broadcom, and Meta Platforms. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Broadcom, Meta Platforms, Microsoft, and Nvidia. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Semiconductor Crash: 3 Stocks to Buy Now While They Are Still on Sale

Key Points
The Dow Jones Industrial Average fell 1.7%, the S&P 500 dropped 1.0%, and the Nasdaq Composite declined 1.3% in mid-day trading on Wednesday.
Oil prices jumped more than 6% on renewed tensions in the Middle East.
After the closing bell, Microsoft and Meta will report earnings in a financial test of massive AI infrastructure spending.
Well, so much for that brief moment of Middle East calm.
U.S. stocks fell sharply in midday trading Wednesday as geopolitical tensions reignited and investors positioned ahead of the Federal Reserve's 2:00 p.m. ET policy decision. The Dow Jones Industrial Average (DJINDICES: ^DJI) is down 1.7% at mid-day, led lower by Caterpillar (NYSE: CAT) dropping 7.3% and Goldman Sachs (NYSE: GS) falling 4.6% on macroeconomic concerns. The S&P 500 (SNPINDEX: ^GSPC) has shed 1%, while the Nasdaq Composite (NASDAQINDEX: ^IXIC) is down by 1.3%.
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All three indexes opened in the red, made a half-hearted attempt at stabilization around 11 a.m. ET, then gave up and slid lower again.
Geopolitical chaos meets central bank uncertainty
The immediate trigger for today's selling? Oil prices rocketing more than 6%.
President Donald Trump told Fox News the U.S. would give Iran "a beating" following an overnight missile attack on American forces. That was the end of last Friday's diplomatic progress. You know the ripple effects that follow when oil prices are on the move. Every company depends on energy in some way, so high oil prices quickly get expensive for retailers, tech giants, and manufacturers.
Then there's the Fed. At 2:00 p.m., Chairman Kevin Warsh will announce the latest policy decision, and futures markets are pricing in a nearly 70% chance that rates stay put in the current 3.5% to 3.75% range. But the real drama will come during Warsh's press conference, where traders will parse every word for hints on whether the Fed is sticking with "higher-for-longer" or if recent oil price swings and stubborn inflation readings are raising fresh concerns.
Semiconductor stocks bore the brunt of the technology sector sell-off. The iShares Semiconductor ETF (NASDAQ: SOXX) plunged 4.4%, extending a 10% weekly decline. Micron Technology (NASDAQ: MU) dropped 5.7%, and Advanced Micro Devices (NASDAQ: AMD) fell 5.8%. They didn't do anything wrong, other than being richly valued growth stocks on a de-risking kind of market day.
And it's earnings season. Sherwin-Williams (NYSE: SHW) beat analyst estimates and Boeing (NYSE: BA) posted a mixed report. Both stocks fell, erasing a combined 109 points from the Dow.
What's next?
The market drama won't stop here. Two Magnificent 7 companies are reporting earnings tonight, and another two tomorrow. Besides their financials, whatever they say about data center plans and AI investments will surely move the markets for the rest of this week.
Sometimes the market throws multiple curveballs at once. The daily drama may open some opportunities and close others, so there's nothing wrong with tracking the headlines. Still, the best strategy is to stay focused on the predictable value of long-term fundamentals.
Should you buy stock in NASDAQ Composite Index right now?
Before you buy stock in NASDAQ Composite Index, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and NASDAQ Composite Index wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $390,394!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,209,184!*
Now, it’s worth noting Stock Advisor’s total average return is 899% — a market-crushing outperformance compared to 206% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
Anders Bylund has positions in Micron Technology. The Motley Fool has positions in and recommends Advanced Micro Devices, Boeing, Caterpillar, Goldman Sachs Group, Meta Platforms, Micron Technology, Microsoft, and iShares Trust-iShares Semiconductor ETF. The Motley Fool recommends Sherwin-Williams. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Market Indexes Tumble on Geopolitical Tensions and Chip Stock Selloff

The S&P 500 Index ($SPX) (SPY) today is down -0.71%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -1.53%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.98%. September E-mini S&P futures (ESU26) are down -0.75%, and September E-mini Nasdaq futures (NQU26) are down -1.03%.
Stock indexes are falling today, with the S&P 500 sliding to a 1-month low and the Nasdaq 100 sinking to a 3-month low. Chipmakers and AI infrastructure stocks are selling off today, leading the overall market lower. Also, heightened geopolitical risks are weighing on stocks as crude prices surged, and bond yields jumped when President Trump said the US will “hit Iran hard” after a recent attack from Iran that targeted a US base in Jordan.
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The markets are awaiting the results of the 2-day FOMC meeting that ends early this afternoon, with policymakers expected to keep interest rates unchanged. Also, earnings results from Microsoft and Meta Platforms after today’s close will be looked at to see whether the vast spending behind the buildout of artificial intelligence can deliver adequate returns. The 10-year T-note yield is up +4 bp to 4.64%.
Sep WTI crude oil prices (CLU26) jumped by more than +7% today as the recent lull in hostilities came to an abrupt end after the Islamic Revolutionary Guard Corps (IRGC) said it targeted a US airbase and command center in Jordan with ballistic missiles. The IRGC also claimed to have hit and halted three tankers attempting to transit through the Strait of Hormuz. Meanwhile, the US and Saudi Arabia launched a joint attack on "Iran-aligned terrorists" in Iraq after the IRGC directed them to target US forces and Saudi energy infrastructure.
Tensions remain high in the Middle East as the US maintains its blockade of Iranian oil shipments in the Persian Gulf. Also, diplomatic attempts to reopen the Strait of Hormuz appear to be at an impasse. Iranian Deputy Foreign Minister Gharibabadi said Oman's proposal for a route through the Strait of Hormuz, with 50% under Iran's control and 50% under Oman's, would not address Iran's concerns and that the inbound passage and part of the outbound channel must be entirely under Iran's control.
US MBA mortgage applications fell -6.4% in the week ended July 24, with the purchase mortgage sub-index down -3.6% and the refinancing mortgage sub-index down -9.9%. The average 30-year fixed rate mortgage rose +7 bp to an 11.5-month high of 6.76% from 6.69% the prior week.
The outlook for strong Q2 earnings, which continue this week, is a bullish factor for stocks. The markets are awaiting results from a raft of megacap technology companies this week, including Microsoft and Meta Platforms today, and Amazon.com and Apple on Thursday. Forecasts compiled by Bloomberg Intelligence suggest Q2 earnings may increase by +23%, close to Q1’s blowout earnings of +30%, which was more than double the +12% analysts had expected. AI spending is expected to account for most of earnings, with AI infrastructure stocks set to contribute nearly 60% of the S&P 500's earnings-per-share growth in Q2. So far, earnings results have been positive, with 87% of the 216 S&P 500 companies that have reported Q2 earnings beating estimates, according to Bloomberg data.
The markets are discounting a 34% chance of a +25 bp rate hike at the conclusion of today’s FOMC meeting.
Overseas stock markets are mixed today. The Euro Stoxx 50 is down -0.73%. China's Shanghai Composite rebounded from a 1-week low and closed up +0.40%. Japan's Nikkei-225 Stock Average fell to a 2.25-month low and closed down -1.49%.
Interest Rates
September 10-year T-notes (ZNU6) today are down -9 ticks. The 10-year T-note yield is up +3.0 bp to 4.637%. T-notes are under pressure today from a +7% surge in crude oil prices, which raises inflation expectations and is hawkish for Fed policy. Also, long liquidation and position evening are weighing on T-notes ahead of the FOMC’s interest rate decision later today.
European government bond yields are moving higher today. The 10-year German bund yield is up +5.0 bp to 3.154%. The 10-year UK gilt yield is up +7.7 bp to 5.021%.
The German Jun import price index eased to 6.1% y/y from 6.8% y/y in May.
The markets are discounting an 88% chance of a +25 bp ECB rate hike at its next policy meeting on September 10.
US Stock Movers
Chipmakers and AI-infrastructure stocks are sharply lower today, weighing on the broader market. The Philadelphia Stock Exchange Semiconductor Index ($SOX) dropped to a 2.5-month low and is down more than -3%. Nebius Group NV (NBIS) is down more than -9% to lead losers in the Nasdaq 100, and KLA Corp (KLAC) and Sandisk (SNDK) are down more than -7%. Also, Applied Materials (AMAT), NXP Semiconductors NV (NXPI), and ARM Holdings (ARM) are down by more than -5%, and Advanced Micro Devices (AMD) is down more than -4%. In addition, Marvell Technology (MRVL), Lam Research (LRCX), and Microchip Technology (MCHP) are down more than -3%, and Nvidia (NVDA), Intel (INTC), and Texas Instruments (TXN) are down more than -2%.
Trucking and freight companies are under pressure today from soaring crude oil prices. ArcBest (ARCB) is down more than -7%, and Saia Inc (SAIA), FedEx Freight Holding (FDXF), JB Hunt Transport Services (JBHT), and CH Robinson Worldwide (CHRW) are down more than -2%. Also, Old Dominion Freight Line (ODFL), Marten Transport Ltd (MRTN), Knight-Swift Transportation Holdings (KNX), and XPO Inc (XPO) are down more than -1%.
Airline stocks are sliding today with the surge in crude oil prices. Alaska Air Group (ALK) is down more than -3%, and Delta Air Lines (DAL) and Southwest Airlines (LUV) are down more than -2%. Also, American Airlines Group (AAL) and United Airlines Holdings (UAL) are down more than -1%.
Energy producers and service providers are climbing today, with crude oil prices up by more than +7%. Diamondback Energy (FANG) is up more than +4%, and ConocoPhillips (COP), APA Corp (APA), Devon Energy (DVN), ExxonMobil Holdings (XOM), and Occidental Petroleum (OXY) are up more than +3%. Also, Baker Hughes (BKR) and Chevron (CVX) are up more than +2%, and Phillips 66 (PSX) and Valero Energy (VLO) are up more than +1%.
Lennox International (LII) is down more than -19% to lead losers in the S&P 500 after reporting Q2 net sales of $1.55 billion, weaker than the consensus of $1.56 billion.
Vertiv Holdings (VRT) is down more than -13% after reporting Q2 net sales of $3.27 billion, below the consensus of $3.39 billion.
Avis Budget Group (CAR) is down more than -11% after reporting Q2 EPS of 98 cents, well below the consensus of $1.91.
Masco Corp (MAS) is down more than -10% after reporting Q2 net sales of $1.99 billion, weaker than the consensus of $2.08 billion.
Caterpillar (CAT) is down more than -6% to lead losers in the Dow Jones industrials after Baird downgraded the stock to neutral from outperform, citing a growing trend of state and local government actions targeting data centers, a key growth driver for the company.
Humana (HUM) is down more than -6% after it maintained its full-year profit outlook despite posting better-than-expected Q2 profit.
Garmin Ltd (GRMN) is up more than +17% to lead gainers in the S&P 500 after reporting Q2 revenue of $2.02 billion, above the consensus of $1.92 billion, and raising its full-year revenue estimate to $8.05 billion from a previous estimate of $7.90 billion, stronger than the consensus of $7.99 billion.
GE Healthcare (GEHC) is up more than +11% to lead gainers in the Nasdaq 100 after reporting Q2 adjusted EPS of $1.13, better than the consensus of $1.04.
Amphenol (APH) is up more than +6% after reporting Q2 net sales of $8.76 billion, better than the consensus of $8.31 billion.
Teradyne (TER) is up more than +5% after reporting Q2 net revenue of $1.33 billion, stronger than the consensus of $1.22 billion.
Ford Motor (F) is up more than +5% after raising its full-year adjusted EBIT to $10 billion to $11 billion from a previous forecast of $8.5 billion to $10.5 billion.
Earnings Reports (7/29/2026)
Align Technology Inc (ALGN), American Water Works Co Inc (AWK), Amphenol Corp (APH), Aon PLC (AON), Automatic Data Processing Inc (ADP), Biogen Inc (BIIB), Boston Scientific Corp (BSX), Bunge Global SA (BG), Carvana Co (CVNA), CBRE Group Inc (CBRE), CH Robinson Worldwide Inc (CHRW), Chipotle Mexican Grill Inc (CMG), Cognizant Technology Solutions (CTSH), Electronic Arts Inc (EA), Entergy Corp (ETR), Equinix Inc (EQIX), Essex Property Trust Inc (ESS), Everest Group Ltd (EG), Fair Isaac Corp (FICO), Flex Ltd (FLEX), Fortinet Inc (FTNT), Fortive Corp (FTV), Garmin Ltd (GRMN), GE HealthCare Technologies Inc (GEHC), Generac Holdings Inc (GNRC), General Dynamics Corp (GD), Humana Inc (HUM), IDEX Corp (IEX), Invitation Homes Inc (INVH), Johnson Controls International (JCI), L3Harris Technologies Inc (LHX), Lam Research Corp (LRCX), Lennox International Inc (LII), Masco Corp (MAS), Meta Platforms Inc (META), MGM Resorts International (MGM), Microsoft Corp (MSFT), Mid-America Apartment Communities (MAA), Old Dominion Freight Line Inc (ODFL), O'Reilly Automotive Inc (ORLY), Procter & Gamble Co/The (PG), PTC Inc (PTC), Public Storage (PSA), QUALCOMM Inc (QCOM), Regency Centers Corp (REG), Robinhood Markets Inc (HOOD), Smurfit Westrock PLC (SW), Stanley Black & Decker Inc (SWK), Starbucks Corp (SBUX), Tyler Technologies Inc (TYL), Ventas Inc (VTR), Verisk Analytics Inc (VRSK), Vertiv Holdings Co (VRT), VICI Properties Inc (VICI), Vulcan Materials Co (VMC), Waste Management Inc (WM), WEC Energy Group Inc (WEC).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Tumble Ahead of FOMC as Chipmakers Plunge

The S&P 500 Index ($SPX) (SPY) today is down -0.18%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.85%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.23%. September E-mini S&P futures (ESU26) are down -0.25%, and September E-mini Nasdaq futures (NQU26) are down -0.30%.
Stock indexes turned lower today as crude prices surged, and bond yields jumped after President Trump said the US will “hit Iran hard” after a recent attack from Iran that targeted a US base in Jordan. The markets are awaiting the results of the 2-day FOMC meeting that ends early this afternoon, with policymakers expected to keep interest rates unchanged. Also, earnings results from Microsoft and Meta Platforms after today’s close will be looked at to see whether the vast spending behind the buildout of artificial intelligence can deliver adequate returns. The 10-year T-note yield is up +3 bp to 4.63%.
Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.
Sep WTI crude oil prices (CLU26) jumped by more than +6% today as the recent lull in hostilities came to an abrupt end after the Islamic Revolutionary Guard Corps (IRGC) said it targeted a US airbase and command center in Jordan with ballistic missiles. The IRGC also claimed to have hit and halted three tankers attempting to transit through the Strait of Hormuz. Meanwhile, the US and Saudi Arabia launched a joint attack on "Iran-aligned terrorists" in Iraq after the IRGC directed them to target US forces and Saudi energy infrastructure.
Tensions remain high in the Middle East as the US maintains its blockade of Iranian oil shipments in the Persian Gulf. Also, diplomatic attempts to reopen the Strait of Hormuz appear to be at an impasse. Iranian Deputy Foreign Minister Gharibabadi said Oman's proposal for a route through the Strait of Hormuz, with 50% under Iran's control and 50% under Oman's, would not address Iran's concerns and that the inbound passage and part of the outbound channel must be entirely under Iran's control.
US MBA mortgage applications fell -6.4% in the week ended July 24, with the purchase mortgage sub-index down -3.6% and the refinancing mortgage sub-index down -9.9%. The average 30-year fixed rate mortgage rose +7 bp to an 11.5-month high of 6.76% from 6.69% the prior week.
The outlook for strong Q2 earnings, which continue this week, is a bullish factor for stocks. The markets are awaiting results from a raft of megacap technology companies this week, including Microsoft and Meta Platforms today, and Amazon.com and Apple on Thursday. Forecasts compiled by Bloomberg Intelligence suggest Q2 earnings may increase by +23%, close to Q1’s blowout earnings of +30%, which was more than double the +12% analysts had expected. AI spending is expected to account for most of earnings, with AI infrastructure stocks set to contribute nearly 60% of the S&P 500's earnings-per-share growth in Q2. So far, earnings results have been positive, with 86% of the 170 S&P 500 companies that have reported Q2 earnings beating estimates, according to Bloomberg data.
The markets are discounting a 36% chance of a +25 bp rate hike at the conclusion of today’s FOMC meeting.
Overseas stock markets are mixed today. The Euro Stoxx 50 is down -0.48%. China's Shanghai Composite rebounded from a 1-week low and closed up +0.40%. Japan's Nikkei-225 Stock Average fell to a 2.25-month low and closed down -1.49%.
Interest Rates
September 10-year T-notes (ZNU6) today are down -8 ticks. The 10-year T-note yield is up +2.6 bp to 4.633%. T-notes are under pressure today from a +6% surge in crude oil prices, which raises inflation expectations and is hawkish for Fed policy. Also, long liquidation and position evening are weighing on T-notes ahead of the FOMC’s interest rate decision later today.
European government bond yields are moving higher today. The 10-year German bund yield is up +3.2 bp to 3.136%. The 10-year UK gilt yield is up +5.3 bp to 4.997%.
The German Jun import price index eased to 6.1% y/y from 6.8% y/y in May.
The markets are discounting an 88% chance of a +25 bp ECB rate hike at its next policy meeting on September 10.
US Stock Movers
Chipmakers and AI-infrastructure stocks are moving lower today, weighing on the broader market. Nebius Group NV (NBIS) is down more than -8% to lead losers in the Nasdaq 100, and Sandisk (SNDK) is down more than -6%. Also, Applied Materials (AMAT) and KLA Corp (KLAC) are down by more than -4%, and NXP Semiconductors NV (NXPI) and ARM Holdings (ARM) are down by more than -3%. In addition, Advanced Micro Devices (AMD), ASML Holding NV (ASML), Micron Technology (MU), Lam Research (LRCX), and Microchip Technology (MCHP) are down more than -2%.
Trucking and freight companies are under pressure today from soaring crude oil prices. ArcBest (ARCB) is down more than -4%, and Old Dominion Freight Line (ODFL) and Saia Inc (SAIA) are down more than -2%. Also, FedEx Freight Holding (FDXF), Knight-Swift Transportation Holdings (KNX), JB Hunt Transport Services (JBHT), Marten Transport Ltd (MRTN), CH Robinson Worldwide (CHRW), and XPO Inc (XPO) are down more than -1%.
Airline stocks are sliding today with the surge in crude oil prices. Alaska Air Group (ALK) and Southwest Airlines (LUV) are down more than -2%, and American Airlines Group (AAL), United Airlines Holdings (UAL), and Delta Air Lines (DAL) are down more than -1%.
Energy producers and service providers are climbing today, with crude oil prices up by more than +6%. ConocoPhillips (COP), Diamondback Energy (FANG), and Valero Energy (VLO) are up more than +3%, and APA Corp (APA), Chevron (CVX), Devon Energy (DVN), ExxonMobil Holdings (XOM), Marathon Petroleum (MPC), Occidental Petroleum (OXY), and Phillips 66 (PSX) are up more than +2%. Also, SLB Ltd (SLB), Baker Hughes (BKR), and Haliburton (HAL) are up more than +1%.
Lennox International (LII) is down more than -13% to lead losers in the S&P 500 after reporting Q2 net sales of $1.55 billion, weaker than the consensus of $1.56 billion.
Vertiv Holdings (VRT) is down more than -8% after reporting Q2 net sales of $3.27 billion, below the consensus of $3.39 billion.
CoStar Group (CSGP) is down more than -8% after reporting Q2 revenue of $925 million, weaker than the consensus of $929.4 million.
Skyworks Solutions (SWKS) is down more than -7% after forecasting Q4 adjusted EPS of $1.27, below the consensus of $1.29.
Avis Budget Group (CAR) is down more than -6% after reporting Q2 EPS of 98 cents, well below the consensus of $1.91.
Caterpillar (CAT) is down more than -2% after Baird downgraded the stock to neutral from outperform, citing a growing trend of state and local government actions targeting data centers, a key growth driver for the company.
Teradyne (TER) is up more than +13% to lead gainers in the S&P 500 and Nasdaq 100 after reporting Q2 net revenue of $1.33 billion, stronger than the consensus of $1.22 billion.
GE Healthcare (GEHC) is up more than +10% after reporting Q2 adjusted EPS of $1.13, better than the consensus of $1.04.
Garmin Ltd (GRMN) is up more than +7% after reporting Q2 revenue of $2.02 billion, above the consensus of $1.92 billion, and raising its full-year revenue estimate to $8.05 billion from a previous estimate of $7.90 billion, stronger than the consensus of $7.99 billion.
Bloom Energy (BE) is up more than +7% after reporting Q2 revenue of $1.07 billion, stronger than the consensus of $838.7 million, and raising its full-year revenue forecast to $3.9 billion to $4.2 billion from a previous forecast of $3.4 billion to $3.8 billion, above the consensus of $3.74 billion.
Generac Holdings (GNRC) is up more than +5% after raising its full-year adjusted Ebitda margin to 20% to 21% from a previous estimate of 18.5% to 19.5%, better than the consensus of 19.2%.
Ford Motor (F) is up more than +4% after raising its full-year adjusted EBIT to $10 billion to $11 billion from a previous forecast of $8.5 billion to $10.5 billion.
Earnings Reports (7/29/2026)
Align Technology Inc (ALGN), American Water Works Co Inc (AWK), Amphenol Corp (APH), Aon PLC (AON), Automatic Data Processing Inc (ADP), Biogen Inc (BIIB), Boston Scientific Corp (BSX), Bunge Global SA (BG), Carvana Co (CVNA), CBRE Group Inc (CBRE), CH Robinson Worldwide Inc (CHRW), Chipotle Mexican Grill Inc (CMG), Cognizant Technology Solutions (CTSH), Electronic Arts Inc (EA), Entergy Corp (ETR), Equinix Inc (EQIX), Essex Property Trust Inc (ESS), Everest Group Ltd (EG), Fair Isaac Corp (FICO), Flex Ltd (FLEX), Fortinet Inc (FTNT), Fortive Corp (FTV), Garmin Ltd (GRMN), GE HealthCare Technologies Inc (GEHC), Generac Holdings Inc (GNRC), General Dynamics Corp (GD), Humana Inc (HUM), IDEX Corp (IEX), Invitation Homes Inc (INVH), Johnson Controls International (JCI), L3Harris Technologies Inc (LHX), Lam Research Corp (LRCX), Lennox International Inc (LII), Masco Corp (MAS), Meta Platforms Inc (META), MGM Resorts International (MGM), Microsoft Corp (MSFT), Mid-America Apartment Communities (MAA), Old Dominion Freight Line Inc (ODFL), O'Reilly Automotive Inc (ORLY), Procter & Gamble Co/The (PG), PTC Inc (PTC), Public Storage (PSA), QUALCOMM Inc (QCOM), Regency Centers Corp (REG), Robinhood Markets Inc (HOOD), Smurfit Westrock PLC (SW), Stanley Black & Decker Inc (SWK), Starbucks Corp (SBUX), Tyler Technologies Inc (TYL), Ventas Inc (VTR), Verisk Analytics Inc (VRSK), Vertiv Holdings Co (VRT), VICI Properties Inc (VICI), Vulcan Materials Co (VMC), Waste Management Inc (WM), WEC Energy Group Inc (WEC).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Pressured by Renewed US-Iran Hostilities

Motorola Solutions, Inc. MSI is scheduled to report second-quarter 2026 results after the closing bell on Aug. 5. In the last reported quarter, the company delivered an earnings surprise of 3.7%. It pulled off a trailing four-quarter earnings surprise of 5.2%, on average.
The Chicago, IL-based company is expected to have recorded year-over-year higher revenues on the back of growth in both segments – Products and Systems Integration and Services and Software. It benefits from the increasing demand for its mission-critical technologies in North America and globally.
Factors at Play
During the to-be-reported quarter, Motorola enhanced its Assist AI agent platform with new features that enable faster response times and better situational awareness for emergency teams. It introduced the Interpreter Agent to help overcome language barriers during 911 calls. The tool can detect a caller’s language in seconds and provide real-time two-way translation and live transcription. This helps dispatchers communicate faster and more clearly, reducing delays and improving communication during emergencies. The company also added live 911 audio streaming, allowing first responders to access call audio directly in the field for timely, more informed decisions before arriving at the scene. This is likely to have generated incremental revenues during the quarter.
In the quarter, Motorola launched SafetyCam, a wearable AI assistant for the protection and active assistance of retail and other front-line enterprise teams. Integrating enterprise-grade video security, two-way voice communications, a dedicated panic button and the company's conversational Assist AI, the SafetyCam is a single, intuitive device that helps in proactive threat detection and deterrence. It transforms first-person, floor-level data into connected intelligence for greater operational clarity across a store to help local management verify compliance, protect assets and rapidly resolve operational claims. These are likely to be reflected in the upcoming quarterly results.
Riding on such state-of-the-art products, Motorola expects to record strong demand across video security and services, land mobile radio products and related software while benefiting from a solid foundation. These systems drive the demand for additional device sales and promote software upgrades and infrastructure expansion. The comprehensive suite of services ensures continuity and reduces risks related to critical communications operations. These developments are expected to have positively impacted MSI’s performance in the second quarter.
The Zacks Consensus Estimate for the Products and Systems Integration segment’s revenues is pegged at $1.76 billion. The figure indicates a rise from $1.65 billion recorded in the year-ago quarter. The Zacks Consensus Estimate for the Services and Software segment’s revenues is pegged at $1.24 billion, up from $1.11 billion recorded in the year-earlier quarter.
For the June quarter, the Zacks Consensus Estimate for revenues is pegged at $3 billion, which indicates growth from the year-ago quarter’s reported figure of $2.76 billion. The consensus estimate for adjusted earnings per share is $3.86, which suggests an increase from $3.57 a year ago, driven by top-line growth.
Earnings Whispers
Our proven model predicts an earnings beat for Motorola for the second quarter. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. This is perfectly the case here.
Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate and the Zacks Consensus Estimate, is +0.52% with the former pegged at $3.88 per share and the latter at $3.86. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: Motorola carries a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank stocks here.
Motorola Solutions, Inc. Price and EPS Surprise
Other Stocks to Consider
Here are some other companies you may want to consider, as our model shows that these too have the right combination of elements to post an earnings beat this season:
Sandisk Corporation SNDK is set to release quarterly numbers on Aug. 5. It has an Earnings ESP of +4.13% and sports a Zacks Rank #1.
The Earnings ESP for Arista Networks, Inc. ANET is +3.08% and it carries a Zacks Rank of 2. The company is scheduled to report quarterly numbers on Aug. 4.
The Earnings ESP for Advanced Micro Devices, Inc. AMD is +7.68% and it carries a Zacks Rank of 2. The company is scheduled to report quarterly numbers on Aug. 4.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
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Can Solid Overall Revenue Growth Benefit Motorola's Q2 Earnings?

Key Points
AMD competes with Nvidia in the AI accelerator market.
Over the last couple of years, AMD has emerged as a formidable competitor to Nvidia in supporting hyperscale AI workloads.
Wall Street expects AMD's revenue and profit to grow by more than twofold by 2028.
Advanced Micro Devices (NASDAQ: AMD) has long been a formidable leader in the semiconductor industry. Yet the company's true expertise now shines brightest in the design of graphics processing units (GPUs) and specialized AI accelerators. These chips are the indispensable engines of modern artificial intelligence (AI) development, enabling the massive parallel computations required to train and deploy sophisticated models.
As hyperscalers race to expand their data center capacity with ever-growing capital expenditure (capex) budgets, AMD is uniquely positioned to capture a meaningful share of the infrastructure boom and deliver robust shareholder returns over the next couple of years.
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Move over, Nvidia -- AMD is making inroads with big tech
Despite Nvidia's first-mover advantage in the AI accelerator market, AMD has steadily secured a number of high-profile big tech wins that validate the company's competitive technology and open ecosystem.
Microsoft recently announced that it will be integrating AMD's Helios suite across Azure to support frontier model inference and scaling AI workloads. Helios provides access to AMD's Instinct MI455X GPUs, EPYC Venice CPUs, Pensando networking data processing units (DPUs), and ROCm software ecosystem.
In addition, Meta Platforms committed to a multi-year deployment of up to 6 gigawatts of AMD Instinct GPUs, starting with an MI450-based architecture launching in the second half of this year.
OpenAI is similarly locked in a 6-gigawatt multi-generation partnership centered on the MI450 platform. More recently, Anthropic announced a strategic partnership to deploy up to 2 gigawatts of MI450-series accelerators, with AMD also committing an equity investment of up to $5 billion in the frontier lab to deepen the relationship.
These contracts de-risk AMD's growth trajectory by providing multi-year revenue visibility, reducing reliance on any single customer, and proving that leading AI developers view the company as a credible, high-performance alternative capable of meeting their compute needs.
What does Wall Street expect from AMD over the next couple of years?
Consensus estimates from Wall Street analysts paint a picture of accelerating demand that underscores AMD's expanding role in the AI infrastructure build-out. Revenue is projected to climb from roughly $50 billion in 2026 to over $100 billion by 2028. Earnings per share (EPS) are expected to follow a similar path, rising from $7.50 this year to about $20 by 2028.
This represents compound annual growth rates exceeding 50% for both top- and bottom-line metrics over the next two years. All told, this forecast signals that demand is not merely continuing but intensifying as hyperscalers translate data center build-out plans into sustained silicon procurement.
Can AMD stock double by 2028?
AMD currently trades at a forward price-to-earnings (P/E) multiple of 64. Given the company's undeniable valuation expansion over the last year, I think the chances of sustaining a multiple this frothy through 2028 are slim.
Even if AMD's forward P/E were to compress to a range of 48 to 52, this would imply a stock price between $960 and $1,040 should the company achieve the 2028 EPS target of $20. This represents share price appreciation up to 101%, given AMD's current stock price.
I think this is a reasonable outcome given AMD's elevated growth profile, the scarcity of pure-play AI accelerator suppliers, and the market's historical willingness to award premium valuations to semiconductor leaders capturing secular AI-driven tailwinds. AMD presents a compelling opportunity for investors seeking exposure to the next phase of AI infrastructure spending.
Should you buy stock in Advanced Micro Devices right now?
Before you buy stock in Advanced Micro Devices, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Advanced Micro Devices wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $379,662!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,206,116!*
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Adam Spatacco has positions in Microsoft and Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, Meta Platforms, Microsoft, and Nvidia. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Prediction: AMD Stock Could Double by 2028. Here's Why

For Immediate Release
Chicago, IL – July 29, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Alphabet Inc. GOOGL, Advanced Micro Devices, Inc. AMD and RTX Corp. RTX.
Here are highlights from Tuesday’s Analyst Blog:
Top Analyst Reports for Alphabet, AMD and RTX
The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Alphabet Inc., Advanced Micro Devices, Inc. and RTX Corp. These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.
You can see all of today’s research reports here >>>
Today's Featured Research Reports
Alphabet’s shares have outperformed the Zacks Internet - Services industry over the past year (+67.3% vs. +58.6%). The company’s AI-led product cycle continues to support growth across Search, Cloud and subscriptions. AI features are lifting query activity and improving ad relevance, while Cloud demand is expanding across infrastructure, models and security.
A larger backlog improves revenue visibility, and rising adoption of Gemini broadens the company’s reach across consumers, developers and enterprises. Alphabet also retains substantial liquidity to fund infrastructure and strategic investment. These gains are offset by heavier capital needs, higher debt and near-term free cash flow strain.
Advertising concentration leaves results exposed to budget shifts, while potential legal remedies and intense competition could alter long-term economics. The Neutral view reflects durable AI momentum balanced by execution, spending and regulatory risk.
(You can read the full research report on Alphabet here >>>)
Shares of AMD have outperformed the Zacks Computer - Integrated Systems industry over the past six months (+79.7% vs. +58.4%). The company is benefiting from rising AI infrastructure deployments that lift demand for EPYC server CPUs and Instinct accelerators across cloud and enterprise customers. Data Center revenue grew 57% year over year in the first quarter of 2026, and second-quarter revenue is guided higher as supply and customer ramps broaden.
Helios and MI450 engagements are expanding with large customers, and management continues to target scaling the data center AI business to tens of billions in annual revenue in 2027. Strong partner base that includes AWS and Oracle is a positive.
Record quarterly free cash flow and ongoing repurchases add support, but competition from NVIDIA and Intel remains intense. Higher memory and component costs are expected to curb second-half PC and gaming demand and can pressure gross margin as MI450 ramps.
(You can read the full research report on AMD here >>>)
RTX’s shares have outperformed the Zacks Aerospace - Defense industry over the past six months (+11.2% vs. -2.3%). The company’s second-quarter 2026 earnings and revenues beat estimates. This is supported by a steady recovery in commercial aerospace, strong defense orders and a robust backlog. Rising global air traffic, higher commercial OEM and aftermarket sales and strong demand for large commercial engines should aid growth.
RTX’s defense business remains well-positioned, backed by strong bookings from the Pentagon and foreign allies. RTX ended the second quarter of 2026 with a backlog of $289 billion.
However, persistent supply-chain disruptions remain a concern. Aircraft engine availability issues may affect production and deliveries. Tariff-related uncertainty and expanded Russia-linked sanctions also pose risks to RTX’s operations. We have a Neutral rating on RTX shares.
(You can read the full research report on RTX here >>>)
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
Free: See Our Top Stock And 4 Runners Up
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

The Zacks Analyst Blog Highlights Alphabet, Advanced Micro Devices and RTX

Key Points
Advanced Micro Devices continues to expand its presence in the data center and AI accelerator markets through key partnerships.
BigBear.ai provides specialized artificial intelligence solutions for the defense and logistics sectors.
Which semiconductor stock deserves a spot in your portfolio as we look toward 2026?
Are you looking for established chip dominance or a niche software play? Advanced Micro Devices (NASDAQ:AMD) and BigBear.ai (NYSE:BBAI) represent two very different ways to navigate the current technology landscape.
Advanced Micro Devices is a global powerhouse designing the processors that run data centers and gaming consoles. BigBear.ai focuses on decision intelligence software for the government and logistics sectors. While both operate in the high-growth artificial intelligence landscape, their financial health and market scales differ significantly.
The case for Advanced Micro Devices
Advanced Micro Devices sells central processing units and graphics chips to major cloud providers and hardware manufacturers in the semiconductor market. Major customers include Microsoft and Sony for gaming, along with new partnerships with Anthropic and OpenAI for massive GPU deployments. Customer concentration like this adds a layer of risk to the business, as it relies on capital spending by a few major tech giants.
In 2025, revenue reached nearly $35 billion, representing approximately 34% growth over the prior year. The company reported net income of roughly $4.2 billion. This performance resulted in a net margin of close to 12%, indicating the percentage of revenue that becomes profit.
As of its December 2025 balance sheet, the debt-to-equity ratio is approximately 0.0x. This ratio compares total debt to shareholder equity, and a lower number suggests the company uses less debt to fund its operations. The current ratio is nearly 2.9x, and free cash flow reached approximately $6.7 billion. Note that stock-based compensation accounted for roughly 21.2% of operating cash flow, inflating reported cash generation, since SBC is a non-cash expense added back in the cash flow statement.
The case for BigBear.ai
BigBear.ai provides software that helps organizations make sense of complex data for national security and global supply chains. The company serves the public sector and has recently expanded into logistics through a partnership with PTG in Panama. Revenue is heavily concentrated among a few government contracts, which adds significant risk if a single major agreement is terminated. The business relies on having staff with high-level security clearances to maintain its specialized service offerings.
In 2025, revenue reached roughly $127.7 million, a decline of nearly 19.3% from the previous year. The company reported a net loss of approximately $293.9 million for the same period. This resulted in a net margin of roughly-230.2%, reflecting a broader trend of widening losses and declining revenue in recent fiscal years.
As of its December 2025 balance sheet, the current ratio is close to 1.8x, indicating that the company has sufficient liquid assets to cover debts due within one year. The debt-to-equity ratio is 0.2x, indicating the relationship between borrowed funds and shareholders’ capital, and free cash flow was a loss of approximately $42 million. Free cash flow is the cash left after capital spending, and management must continue to monitor liquidity to fund ongoing operations.
Risk profile comparison
Advanced Micro Devices faces revenue threats from export controls on advanced chips to China and supply chain reliance on Taiwan Semiconductor Manufacturing Company for manufacturing. Intense competition from Intel and Nvidia remains a constant challenge to market share and pricing power. The company must also ensure the timely adoption of its AI software stack to avoid product obsolescence in a rapidly changing field.
BigBear.ai faces material class-action litigation over accounting errors and delayed regulatory filings that jeopardize its listing status. Revenue stability is threatened by a high concentration of government contracts that can be terminated for convenience, as well as a history of sustained net losses.
Furthermore, reliance on cloud providers like Amazon and Microsoft introduces significant operational risks if those services are disrupted.
Valuation comparison
Advanced Micro Devices trades at a significant premium to BigBear.ai, which reflects its strong profitability and market position. This is visible when comparing each company's Forward P/E and P/S ratio.
Metric
Advanced Micro Devices
BigBear.ai
Forward P/E
66.0x
n/a
P/S ratio
23.3x
10.6x
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
Which stock would I buy in 2026?
Investors have a clear choice here. BigBear.ai has reported inconsistent revenue performance and net losses. The added litigation risk related to accounting controls has cast a cloud of uncertainty over the company’s future direction, sending the stock down 62% over the past year.
Advanced Micro Devices is on a much more clear growth trajectory. Its recent revenue growth is being driven by growing demand for its server CPUs. But it should also see accelerating data center revenue later this year, following the launch of its Helios rack system.
Despite its higher valuation, AMD shares have soared year to date, more than doubling in value, while BigBear has underperformed. This shows why it’s sometimes better to pay up for the stronger business that is benefiting from strong demand tailwinds. AMD is still the better buy, with significant growth potential ahead as spending on AI infrastructure continues to grow.
Should you buy stock in Advanced Micro Devices right now?
Before you buy stock in Advanced Micro Devices, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Advanced Micro Devices wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $379,662!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,206,116!*
Now, it’s worth noting Stock Advisor’s total average return is 886% — a market-crushing outperformance compared to 206% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of July 28, 2026.
John Ballard has positions in Amazon and Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, Amazon, Intel, Microsoft, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Indicator	TTM Median
P/E	177.34 36.12
Price/Sales	23.69 2.84
P/B	13.68 3.23
P/FCF	103.98 24.48

Indicator	TTM Median
ROE	8.08 13.64
ROA	6.50 6.42
ROI	7.76 9.78
Net Worth	892.45 1.05
Quick Ratio	1.96 1.56
Current Ratio	2.73 1.89

Indicator	TTM Median
Net Profit Margin	13.37 9.59
Operating Margin	11.65 10.19
Gross Margin	50.28 50.00
Return on tangible equity	25.25 24.71

Indicator	TTM Median
EPS	1.24 0.30
EPS Forecast	1.11 0.24
Revenue	10.25B 74.00M
Gross Profit	5.42B —
EBITDA	2.23B —

Advanced Micro Devices, Inc.

Recent quarterly and TTM performance

Valuation

Debts

Efficiency

Other ratios

Revenue