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David Moadel
Tue, May 26, 2026 astatine 9:14 AM CDT 5 min read
Quick Read
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Advanced Micro Devices (AMD) banal roseate 5% today, outperforming Intel (INTC) astatine +2% and NVIDIA (NVDA) astatine breakeven, arsenic AMD’s diversified AI spot vulnerability spanning EPYC CPUs, Instinct accelerators, and agentic CPUs captures wide chip-sector enthusiasm.
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UBS raised Micron Technologies’ (MU) share-price people to $1,625 from $535 citing durable AI-era representation economics, sending sentiment rippling done the semiconductor analyzable and signaling capitalist appetite for higher multiples connected AI infrastructure beneficiaries similar AMD.
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Shares of Advanced Micro Devices (NASDAQ:AMD) are up 5% successful aboriginal Tuesday trading, starring a wide assistance crossed the spot complex. Intel (NASDAQ:INTC) is up 2%, portion NVIDIA (NASDAQ:NVDA) is fundamentally flat.
The determination follows a terms people bombshell from UBS connected Micron Technology (NASDAQ:MU) this morning. UBS raised its Micron people to $1,625 from $535, citing semipermanent representation proviso agreements and durable AI-era representation economics with EPS supra $100 done 2029. That magnitude of rerating is rippling done the semiconductor group.
Micron shares are up by much than 10% intraday, and that sentiment is lifting names that vie with oregon beryllium adjacent to the representation trade. AMD banal is starring the trio connected the day, though the enactment looks broad-based alternatively than company-specific.
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Why AMD Leads the Chip Basket
Advanced Micro Devices has the astir diversified AI spot vulnerability among the three, spanning EPYC server CPUs, the Instinct accelerator line, and an emerging agentic CPU narrative. That breadth means a sentiment assistance crossed the AI analyzable tends to construe astir cleanly into AMD's tape. Advanced Micro Devices' Q1 2026 gross grew 38% twelvemonth implicit twelvemonth to $10.25B, with Data Center gross up 57%.
The banal is up 322% implicit the past year, a reminder that AMD has been 1 of the largest AI-era beneficiaries successful the spot group. Advanced Micro Devices CEO Lisa Su described the 4th arsenic "outstanding... driven by accelerating request for AI infrastructure, with Data Center present the superior operator of our gross and net growth."
Intel Participates, but the Bar Is Higher
Intel is on for the rally, but much modestly. The banal is up 230% twelvemonth to date, an astir vertical turnaround determination powered by CEO Lip-Bu Tan's restructuring, the Foundry build-out, and Intel's pivot toward AI inference and agentic workloads.
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