Why This Top Analyst Isn’t Sweating AMD Stock Despite Nvidia & Intel’s Game-Changing Partnership

Wall Street's favorite chip analyst just dropped a bombshell take—AMD's position remains rock-solid even as rivals join forces.

The Unshakable Bull Case

While Nvidia and Intel's collaboration sent shockwaves through the sector, one top voice maintains AMD's competitive moat remains intact. The partnership actually validates the entire AI accelerator market AMD dominates.

Structural Advantages Remain

AMD's architecture stack—from data center to edge computing—creates defensive barriers no single partnership can overcome. Their ecosystem play keeps customers locked in while newcomers scramble for integration.

Street Wisdom vs. Reality

Analysts love dramatic headlines but forget—most tech partnerships end up like crypto hedge funds: lots of hype before inevitable collapse. Real innovation happens through execution, not press releases.

Bottom line: Smart money sees through the theater and recognizes AMD's fundamentals haven't changed—the stock's just getting a discount on temporary sentiment.

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According to Arya, the collaboration between Intel and Nvidia could actually turn into a positive for AMD. The analyst argued that Nvidia’s investment could enhance the x86 processor architecture. This is technology that’s created by Intel and shared with AMD. It’s the same architecture that powers most personal computers and servers.

To go along with that, Arya said that it could be years before the effects of the Intel and Nvidia collaboration are fully realized. This gives AMD the space needed to continue gaining momentum on Intel’s market lead without an immediate headwind to worry about.

AMD Stock Movement Today

AMD stock was down 0.31% on Friday but was still up 30.33% year-to-date. The shares have also climbed 1.26% over the past 12 months. Yesterday’s Intel and Nvidia news initially dropped AMD stock over 5%. However, the shares recovered throughout the day, closing just 0.75% lower. Arya’s confidence and praise for AMD stock have likely helped the shares avoid a larger fall as they reignite investor morale.

Is AMD Stock a Buy, Sell, or Hold?

Turning to Wall Street, the analysts’ consensus rating for AMD is Moderate Buy, based on 22 Buy and 12 Hold ratings over the past three months. With that comes an average AMD stock price target of $188, representing a potential 19.17% upside for the shares.