Antero Midstream Corp (AM) Stock News

AMD delivered a 72-fold return over the past decade, turning $10,000 into $724,000, vastly outperforming the S&P 500's 320% return. The chipmaker's transformation from a struggling, unprofitable company in 2016 with $4.3 billion in revenue to a profitable powerhouse with $41.3 billion in annual revenue was driven by its dominant data center business. However, at a valuation of 124 times earnings, future returns will depend on earnings growth rather than multiple expansion.

AMD stock has been generating significant discussion due to its soaring stock price, with the company capturing a massive opportunity in the data center segment. The stock has surged 180% and recently borrowed $4.75 billion in a bond sale, more than triple its previous offering.

AMD completed its largest bond offering in history, raising $4.75 billion across four tranches maturing between 2029 and 2036. Despite holding $13.1 billion in cash and generating strong operating cash flow, the company is securing long-term funding at favorable rates (~5%) to support its AI infrastructure buildout and capacity expansion. The debt issuance is financially conservative given AMD's strong revenue growth (50% YoY in Q2) and booming data center segment, though the stock's valuation at 130x earnings already prices in years of continued growth.

While Nvidia and AMD are benefiting from the AI semiconductor boom, Taiwan Semiconductor Manufacturing (TSMC) is positioned as a better investment due to its foundry business model serving multiple major clients. TSMC's diversified customer base, strong pricing power, and dominant 73% foundry market share make it well-positioned for sustained growth, with the stock trading at an attractive 25x forward earnings compared to peers.

AMD stock has doubled in 2026 but recently pulled back 15% from its all-time high. While the company shows strong business fundamentals with 50% revenue growth and 156% EPS growth in Q2, driven by impressive 107% data center division growth, the stock's valuation has become stretched. With a trailing P/E of 124 and forward P/E of 64, much of the company's expected growth is already priced in. The analyst recommends avoiding AMD in favor of other AI stocks with better valuations.

Despite AMD's stock outperformance in 2026, the article argues Nvidia is the better buy. AMD trades at a 63x forward P/E ratio compared to Nvidia's 24x, a valuation gap that appears unjustified given Nvidia's superior scale, faster growth (85% vs 50% revenue growth), higher profitability ($48.5B vs $1.6B free cash flow), and stronger market position. Historical patterns suggest AMD's elevated valuation may face compression while Nvidia has room for expansion.

AMD stock fell 18% in July amid a broader semiconductor sector sell-off driven by concerns over excessive AI spending by tech companies and potential reduced returns on AI infrastructure investments. The decline was further pressured by reports that Chinese AI company DeepSeek is developing its own AI processor, intensifying competition concerns. Despite beating Q2 earnings estimates, AMD's stock continued to decline as investors recalibrated expectations given the company's premium valuation.

Team, Inc. (NYSE: TISI) announced it will release its second quarter 2026 earnings on August 10, 2026, followed by a conference call on August 11, 2026 at 8:00 a.m. Central Time. The company, a global provider of specialty industrial services including inspection, heat-treating, and mechanical services, will discuss financial and operational results with investors via webcast and phone.

AMD shares fell 7% despite strong Q2 earnings with revenue jumping 50% YoY and data center revenue doubling to $6.7B. The decline was triggered by Elon Musk's announcement that SpaceX would exclusively use Nvidia's AI chips, raising investor concerns about AMD's competitive position in the AI market.

Mideast deal hopes lift Dow, S&P to records; SpaceX, AMD drag Nasdaq  Reuters

AMD reported record Q2 revenue of $11.5 billion with data center revenue doubling to $6.7 billion, but the stock fell 9% after-hours due to flat gross margin guidance for Q3 at 56% despite 41% year-over-year revenue growth, combined with nearly tripled capital spending to $808 million that is pressuring profitability.

Amgen Inc. disclosed a material data breach in July 2026 involving unauthorized access to cloud environments hosted by third-party providers, resulting in the exfiltration of patient protected health information and proprietary company data. The national class action law firm Edelson Lechtzin LLP is investigating potential legal claims on behalf of affected individuals and offering free case evaluations.

Law firm Bragar Eagel & Squire is investigating Alnylam Pharmaceuticals for potential federal securities law violations following the company's July 30, 2026 announcement of a $200 million reduction in TTR product sales guidance. The guidance cut, attributed to normalization of growth after initial market launch, triggered a 28.35% intraday stock price decline. The firm is seeking stockholders who suffered losses to participate in potential litigation.

Microsoft CEO Satya Nadella highlighted that CPUs are as important as GPUs for running AI agents, signaling strong future demand for AMD's processors. AMD is well-positioned to capitalize on the shift toward agentic AI, with the server CPU market expected to reach over $120 billion by 2030 with 35%+ annual growth. AMD's competitive advantages include expertise, high switching costs, and recent market share gains over Intel.

Madonna performed at CLUB CONFESSIONS presented by MISTR during WorldPride Amsterdam on August 4, 2026, surprising fans with a special appearance by Kylie Minogue. The pair debuted a new version of 'Love Sensation' and performed 'Sorry' for the first time in over two decades. The event highlighted Madonna's continued support for the LGBTQ+ community and MISTR's free telemedicine platform offering HIV prevention and sexual healthcare services.

Ark Invest sold $68.1 million of AMD stock in July, including an $11.8 million sale on July 17, likely due to high valuations after 180% gains over the past year. However, the article suggests long-term investors should hold AMD shares, as the company remains Ark Invest's second-largest position and has significant growth potential with a $2 trillion addressable market by 2030.

Law firm Kirby McInerney LLP is investigating potential securities fraud claims against Alnylam Pharmaceuticals following the company's announcement on July 30, 2026, that it lowered TTR product sales guidance by approximately $200 million due to normalization of growth in the ATTR-CM market after satisfying pent-up demand. The stock fell 28% ($81.14 per share) to $205.48 on the news.

American Fusion Inc. (OTC: AMFN) announced successful completion of the initial phase of its Texatron™ Fusion Engine testing program at Texas Tech University. The company achieved key engineering objectives including successful operation of remote ignition and control systems, plasma switching demonstrations, and high-voltage operations. No measurable radiation was detected during testing. The company plans to continue with multiple phases of testing and expects to publish technical summaries and video updates in the coming weeks.

AMD stock has surged 160% in 2026 and nearly reached $600 per share in late June, but analyst Keithen Drury argues the stock is overvalued. Trading at 61x forward earnings compared to Nvidia's 30.2x, AMD has priced in nearly two years of growth despite solid 38% YoY revenue growth and expected 44% growth for 2026. While AMD's data center division grew 57% YoY, the analyst suggests investors can find better values elsewhere in the market.

Nvidia is rapidly gaining market share in the server CPU market with its Grace and newly launched Vera processors, which claim significant performance advantages over Intel and AMD's x86-based chips. While Intel and AMD currently dominate with combined data center revenues around $50 billion annually, Nvidia is projected to capture $20 billion in Vera server CPU revenue this fiscal year alone. Analysts predict Arm-based CPUs could capture nearly 90% of the server CPU market by 2029, potentially threatening Intel and AMD's growth momentum.

Dimensional Fund Advisors Ltd. has disclosed a 1.58% interest in Gamma Communications PLC, holding 1,414,785 ordinary shares as of July 29, 2026. The disclosure was made under Rule 8.3 of the Takeover Code, with the fund also reporting a sale of 1,984 shares at 9.6752 GBP per unit during the disclosure period.

AMC Entertainment stock has surged 71% year-to-date as the movie theater industry experiences its strongest ticket sales in seven years. With multiple blockbusters crossing $1 billion in global box office receipts and improved monetization through subscription services and concessions, AMC posted an adjusted quarterly profit and may achieve full-year profitability sooner than analyst expectations of 2028. Despite a troubled past marked by share dilution and poor management decisions, the company is positioned to benefit from the industry's recovery.

AMD is positioned to capture significant market share in AI accelerators with major contracts from Microsoft, Meta, OpenAI, and Anthropic providing multi-year revenue visibility. Wall Street projects AMD's revenue to grow from $50B in 2026 to over $100B by 2028, with EPS rising from $7.50 to $20. Even with P/E compression from current levels of 64 to 48-52, the stock could appreciate up to 101% by 2028.

Crédit Agricole Alpes Provence has made available its financial report as of June 30, 2026. The document has been submitted to the Financial Markets Authority and is accessible on the company's website and regulatory information section.

AMD is gaining ground in the AI chip market with major partnerships including deals with Anthropic, Microsoft Azure, OpenAI, and Meta, plus securing workloads from Turing. However, Nvidia still dominates with 80% market share and $75B in quarterly data center revenue compared to AMD's 5-7% market share. The article suggests both companies can grow substantially in the estimated $200B AI accelerator market by 2026, with AMD stock up 158% YTD versus Nvidia's 12% gain.

Ferrari N.V. announced the completion of its second tranche of a €250 million share buyback program on the Euronext Milan and NYSE exchanges. Between July 20-24, 2026, the company purchased 57,800 common shares at an average price of €321.35. Since the program's inception in January 2026, Ferrari has repurchased 1,612,475 shares for a total consideration of €479.4 million as part of its multi-year €3.5 billion buyback initiative through 2030.

AMD CEO Lisa Su has strategically positioned the company as a major AI winner through major deals with OpenAI, Meta, Anthropic, and Microsoft for GPU deployments, innovative chiplet designs for inference workloads, and expansion into server CPUs. With agentic AI expected to shift GPU-to-CPU ratios and AMD targeting a $220 billion server CPU market with 50% market share, the company is positioned for significant growth.

AMREP Corporation reported net income of $10.3 million ($1.91 per diluted share) for fiscal year 2026, down from $12.7 million ($2.37 per diluted share) in fiscal 2025, despite revenues increasing to $52.8 million from $49.7 million. The New Mexico-based real estate developer and homebuilder attributed the variance to fluctuations in transaction timing and property types.

VAST Data announced an expanded collaboration with AMD to deliver high-performance AI infrastructure combining VAST's AI Operating System with 6th Gen AMD EPYC CPUs and AMD Instinct GPUs. The partnership includes optimized KV cache management, reference architectures, and demonstrated 9X speedup in time-to-first-token for agentic AI workloads. Leading AI cloud providers including Core42, Crusoe, Vultr, and others are adopting the combined solution.

Outlook Therapeutics announced FDA approval of LYTENAVA™ (bevacizumab-vikg), the first FDA-approved ophthalmic formulation of bevacizumab specifically designed for treating wet AMD. The approval provides 12 years of market exclusivity under BPCIA and positions the company to capture market share in the approximately $8.5 billion U.S. retina market. The company is launching commercial operations and expects to make LYTENAVA™ available to patients before year-end.