Advanced Micro Devices, Inc. $AMD Shares Sold by Curated Wealth Partners LLC

Curated Wealth Partners LLC reduced its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 99.0% in the 3rd quarter, Holdings Channel.com reports. The firm owned 5,583 shares of the semiconductor manufacturer’s stock after selling 538,310 shares during the quarter. Curated Wealth Partners LLC’s holdings in Advanced Micro Devices were worth $3,579,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently bought and sold shares of the stock. Nvwm LLC lifted its stake in shares of Advanced Micro Devices by 4.0% in the third quarter. Nvwm LLC now owns 17,481 shares of the semiconductor manufacturer’s stock valued at $11,105,000 after buying an additional 666 shares during the period. HBW Advisory Services LLC grew its position in Advanced Micro Devices by 12.0% during the third quarter. HBW Advisory Services LLC now owns 3,263 shares of the semiconductor manufacturer’s stock worth $1,996,000 after buying an additional 350 shares in the last quarter. KG Capital Management grew its position in Advanced Micro Devices by 4.5% during the third quarter. KG Capital Management now owns 1,632 shares of the semiconductor manufacturer’s stock worth $998,000 after buying an additional 71 shares in the last quarter. B.A. Schrock Wealth Management Inc. bought a new position in Advanced Micro Devices during the third quarter valued at about $880,000. Finally, Howard Financial Services LTD. increased its stake in Advanced Micro Devices by 17.3% during the third quarter. Howard Financial Services LTD. now owns 2,186 shares of the semiconductor manufacturer’s stock valued at $1,337,000 after acquiring an additional 322 shares during the period. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Advanced Micro Devices News Summary

Here are the key news stories impacting Advanced Micro Devices this week:

• Positive Sentiment: AMD’s long-term AI opportunity remains a key bullish argument. Analysts point to strong demand for data-center processors and accelerators, improving AI-inference software, and the potential for agentic AI to drive substantial future compute demand. AMD’s Helion rack-scale architecture, developed with an open and modular approach, could broaden its role in AI infrastructure. What Does Advanced Micro Devices AMD Helion Mean For Its AI Ambitions?
• Positive Sentiment: A credit-support agreement connected to Fermi Inc.’s 222-megawatt Texas power lease for Project Matador may help advance AI data-center capacity and could support AMD’s ecosystem and infrastructure ambitions, although related liquidity and lease risks remain. AMD’s Support Could Help Fermi Stock Overcome Its Biggest Hurdle
• Neutral Sentiment: TSMC reported record profits and described AI-chip demand as extremely robust, supporting the underlying demand backdrop for AMD. However, TSMC’s shares also weakened, showing that strong operating results are not currently overcoming broader risk aversion in chip stocks. TSMC Posts Record Profit Amid Extremely Robust Demand for AI Chips
• Negative Sentiment: Rising Treasury yields are increasing the discount rate applied to AMD’s future earnings and raising borrowing costs for AI customers. Fears that hyperscalers and other infrastructure buyers may struggle to finance planned projects have triggered a broad semiconductor sell-off. Rate Pressure vs. AI Demand
• Negative Sentiment: AMD’s sharp year-to-date advance and premium valuation have increased profit-taking risk. Reports also highlight extensive insider selling, with no reported open-market purchases in the cited six-month period, potentially reinforcing investor concerns about valuation and expectations. AMD Stock Surges 183% YTD: Time to Hold or Exit?
• Negative Sentiment: Concerns about an AI-spending reset intensified after weakness in AI-financing markets, including a sell-off in CoreWeave bonds. Investors are questioning whether AI demand, competitive pressure and infrastructure spending can justify current chip valuations. AMD Stock Takes a Bigger Hit as Cracks Emerge in the AI Trade

Advanced Micro Devices Price Performance

Shares of Advanced Micro Devices stock opened at $562.23 on Friday. The firm has a market cap of $917.82 billion, a P/E ratio of 144.53, a price-to-earnings-growth ratio of 5.90 and a beta of 2.45. The firm’s 50-day simple moving average is $536.11 and its 200-day simple moving average is $471.82. Advanced Micro Devices, Inc. has a twelve month low of $188.22 and a twelve month high of $658.52. The company has a debt-to-equity ratio of 0.03, a quick ratio of 1.91 and a current ratio of 2.61.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.62 by $0.04. Advanced Micro Devices had a net margin of 15.58% and a return on equity of 12.30%. The firm had revenue of $11.54 billion during the quarter, compared to analyst estimates of $11.31 billion. During the same quarter in the prior year, the business posted $0.48 earnings per share. The company’s quarterly revenue was up 50.1% compared to the same quarter last year. As a group, research analysts expect that Advanced Micro Devices, Inc. will post 6.45 EPS for the current fiscal year.

Analyst Ratings Changes

Several equities analysts have commented on AMD shares. Wall Street Zen raised Advanced Micro Devices from a “hold” rating to a “buy” rating in a report on Sunday, October 4th. Jefferies Financial Group set a $650.00 price objective on Advanced Micro Devices in a research report on Wednesday, August 5th. Weiss Ratings raised Advanced Micro Devices from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday, October 8th. TD Cowen restated a “buy” rating on shares of Advanced Micro Devices in a research report on Wednesday, August 5th. Finally, Argus boosted their price objective on Advanced Micro Devices from $450.00 to $625.00 and gave the company a “buy” rating in a research report on Thursday, August 6th. Three analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Advanced Micro Devices presently has a consensus rating of “Moderate Buy” and a consensus price target of $603.51.

Insider Activity at Advanced Micro Devices

In other Advanced Micro Devices news, CEO Lisa Su sold 25,000 shares of Advanced Micro Devices stock in a transaction that occurred on Thursday, September 10th. The stock was sold at an average price of $506.79, for a total transaction of $12,669,750.00. Following the sale, the chief executive officer directly owned 74,211 shares of the company’s stock, valued at approximately $37,609,392.69. The trade was a 25.20% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Jean X. Hu sold 15,000 shares of the company’s stock in a transaction that occurred on Tuesday, August 25th. The shares were sold at an average price of $474.08, for a total value of $7,111,200.00. Following the completion of the sale, the executive vice president owned 160,979 shares in the company, valued at approximately $76,316,924.32. This represents a 8.52% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 213,838 shares of company stock valued at $105,533,836. Corporate insiders own 0.50% of the company’s stock.

Advanced Micro Devices Company Profile

Advanced Micro Devices, Inc (NASDAQ: AMD) is a semiconductor company that designs high-performance computing, graphics and adaptive computing products. Its offerings serve data centers, personal computers, gaming systems, embedded devices and other specialized markets.

AMD’s product portfolio includes Ryzen processors for desktop and notebook computers, EPYC server processors, Radeon graphics products, and Instinct accelerators designed for artificial intelligence and high-performance computing workloads.