Yahoo Finance has named AMD chief executive officer Lisa Su its "CEO of the Year." AMD shares are up 158% this year, while Nvidia has fallen 7% and Broadcom is down less than 1%. Su spent $8.2 billion to buy World Labs, an AI software firm founded in 2024. Its founder, Fei-Fei Li, will join AMD as executive vice president and chief scientist. Third-quarter sales rose 45% to a record $13.38 billion. Adjusted earnings climbed 74% to $2.09 per share, and data centre revenue jumped 97% to $8.5 billion. AMD also agreed a deal with Anthropic, which plans to deploy up to 2 gigawatts of AMD's Instinct MI450 GPUs from the first half of 2027. AMD committed to invest up to $5 billion in Anthropic.

BofA cut its price target on Advanced Micro Devices (AMD) to $650 from $720 on November 4, even as it raised its 2027 and 2028 earnings estimates. The bank cited "the recent contraction in sector multiples." Mizuho kept an Outperform rating but cut its target to $610 from $705. The moves follow a chip selloff triggered by fears of tighter AI regulation after Democrats won control of Congress. The Philadelphia SE Semiconductor index fell more than 12% in one session, and AMD stock fell about 17%. The business is growing fast. Revenue rose 45% to $13.4 billion, and data center sales rose 97% to $8.5 billion. Chief executive officer Lisa Su expects revenue to grow more than 80% in 2027.

Oppenheimer expects Wall Street to climb beyond its previous highs, despite renewed inflation worries and doubts over AI spending. Chief investment strategist John Stoltzfus points to resilient economic fundamentals and corporate earnings. Analyst Rick Schafer backs two chipmakers. He upgraded Advanced Micro Devices (AMD) to Outperform with a $600 price target, about 16.5% above Tuesday's close. AMD's third-quarter revenue rose 44% to $13.4 billion, while data center sales jumped 97% to $8.5 billion. Schafer also keeps an Outperform rating and $425 target on Marvell Technology, implying about 175% upside. The case rests on Marvell's proposed $115 billion acquisition of optical networking firm Lumentum, expected to close in the first half of 2028.