AMD’s stock slides after Intel earnings reveal two big issues
Published . Updated .
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Intel is struggling to make enough AI server chips and dealing with a weak PC market. Investors will soon find out the degree to which AMD is suffering from the same problems.
Directly affected
Indirectly affected
- XLK Technology Select Sector SPDR+9.4% 15d
Technology Select Sector SPDR holds the technology sector that Advanced Micro Devices belongs to, so it often moves with news about it.
- AVGO Broadcom-11.6% 30d
Broadcom is a peer of Advanced Micro Devices in semiconductors and related devices; rivals often move on the same news.
- MU Micron Technology-23.9% 30d
Micron Technology is a peer of Advanced Micro Devices in semiconductors and related devices; rivals often move on the same news.
- AMAT Applied Materials-9.9% 30d
Applied Materials is a peer of Advanced Micro Devices in semiconductors and related devices; rivals often move on the same news.
- TXN Texas Instruments+11.6% 30d
Texas Instruments is a peer of Advanced Micro Devices in semiconductors and related devices; rivals often move on the same news.
- MRVL Marvell Technology-34.7% 30d
Marvell Technology is a peer of Advanced Micro Devices in semiconductors and related devices; rivals often move on the same news.
- ADI Analog Devices+13.9% 30d
Analog Devices is a peer of Intel in semiconductors and related devices; rivals often move on the same news.
- NXPI NXP Semiconductors N.V+13.7% 13d
NXP Semiconductors N.V is a peer of Intel in semiconductors and related devices; rivals often move on the same news.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| AMD | -8.77% | -1.13% | base | -10.82% | -17.61% | -14.05% | after close |
| INTC | -5.56% | +1.81% | base | -28.56% | -35.22% | -32.59% | after close |
| XLK | -2.92% | +0.39% | base | -4.90% | -7.68% | -6.75% | after close |
| AVGO | -6.76% | -0.76% | base | -5.48% | -6.56% | -3.55% | after close |
| MU | -6.11% | -0.58% | base | -5.34% | -10.82% | -7.89% | after close |
| AMAT | -10.54% | -6.12% | base | -7.51% | -11.14% | -8.57% | after close |
| TXN | -9.00% | -1.27% | base | -3.77% | -3.50% | -1.06% | after close |
| MRVL | +4.72% | +11.59% | base | -10.04% | -21.54% | -22.06% | after close |
| ADI | -9.69% | -1.83% | base | -3.70% | -4.64% | -1.63% | after close |
| NXPI | -11.66% | -4.50% | base | -2.37% | -3.27% | -1.21% | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
AMD’s stock slides after Intel earnings reveal two big issues MarketWatch
Source: MarketWatch
Semiconductors
| Company | When | Move | Status |
|---|---|---|---|
| ADI | that day | -3.70% | final price |
| ADI | the next day | -4.64% | final price |
| ADI | two days later | -1.63% | still updating |
| ADI | three days earlier | -1.83% | final price |
| ADI | five days earlier | -9.69% | final price |
| AMAT | that day | -7.51% | final price |
| AMAT | the next day | -11.14% | final price |
| AMAT | two days later | -8.57% | still updating |
| AMAT | three days earlier | -6.12% | final price |
| AMAT | five days earlier | -10.54% | final price |
| AMD | that day | -10.82% | final price |
| AMD | the next day | -17.61% | final price |
| AMD | two days later | -14.05% | still updating |
| AMD | three days earlier | -1.13% | final price |
| AMD | five days earlier | -8.77% | final price |
| AVGO | that day | -5.48% | final price |
| AVGO | the next day | -6.56% | final price |
| AVGO | two days later | -3.55% | still updating |
| AVGO | three days earlier | -0.76% | final price |
| AVGO | five days earlier | -6.76% | final price |
| INTC | that day | -28.56% | final price |
| INTC | the next day | -35.22% | final price |
| INTC | two days later | -32.59% | still updating |
| INTC | three days earlier | +1.81% | final price |
| INTC | five days earlier | -5.56% | final price |
| MRVL | that day | -10.04% | final price |
| MRVL | the next day | -21.54% | final price |
| MRVL | two days later | -22.06% | still updating |
| MRVL | three days earlier | +11.59% | final price |
| MRVL | five days earlier | +4.72% | final price |
| MU | that day | -5.34% | final price |
| MU | the next day | -10.82% | final price |
| MU | two days later | -7.89% | still updating |
| MU | three days earlier | -0.58% | final price |
| MU | five days earlier | -6.11% | final price |
| NXPI | that day | -2.37% | final price |
| NXPI | the next day | -3.27% | final price |
| NXPI | two days later | -1.21% | still updating |
| NXPI | three days earlier | -4.50% | final price |
| NXPI | five days earlier | -11.66% | final price |
| TXN | that day | -3.77% | final price |
| TXN | the next day | -3.50% | final price |
| TXN | two days later | -1.06% | still updating |
| TXN | three days earlier | -1.27% | final price |
| TXN | five days earlier | -9.00% | final price |
| XLK | that day | -4.90% | final price |
| XLK | the next day | -7.68% | final price |
| XLK | two days later | -6.75% | still updating |
| XLK | three days earlier | +0.39% | final price |
| XLK | five days earlier | -2.92% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Rohit Khanna bought Advanced Micro Devices (AMD) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 56 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Advanced Micro Devices (AMD), worth $1,000,001 - $5,000,000 on 21 Aug 2026. That is 70 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Advanced Micro Devices (AMD), worth $1,001 - $15,000 on 18 Aug 2026. That is 73 days before publication. Filed 10 Sep 2026. View the filing.
- Rep. Rohit Khanna bought Intel (INTC) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 56 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Intel (INTC), worth $100,001 - $250,000 on 21 Aug 2026. That is 70 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Intel (INTC) (held by a spouse), worth $1,001 - $15,000 on 3 Aug 2026. That is 88 days before publication. Filed 4 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 35 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. John J McGuire III sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 24 Sep 2026. That is 36 days before publication. Filed 1 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a dependent child), worth $15,001 - $50,000 on 23 Sep 2026. That is 37 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. John J McGuire III bought Micron Technology (MU) (held by a spouse), worth $1,001 - $15,000 on 1 Oct 2026. That is 29 days before publication. Filed 1 Nov 2026. View the filing.
- Rep. John J McGuire III bought Micron Technology (MU) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 35 days before publication. Filed 1 Nov 2026. View the filing.
- Rep. John J McGuire III bought Micron Technology (MU) (held by a spouse), worth $1,001 - $15,000 on 24 Sep 2026. That is 36 days before publication. Filed 1 Nov 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
How solid the semiconductors case looks
25 out of 100Price not final
“AMD’s stock slides after Intel earnings reveal two big issues” scores 25 out of 100. The score uses 2 sources. The price is not final yet.