New York, February 19, 2026, 14:06 (EST) — Regular session
Advanced Micro Devices climbed 0.7% to $201.46 Thursday afternoon, trading in a band from $198.40 up to $203.95. Shares tacked on roughly $1.34 from the previous close of $200.12.
Why it matters now: Lately, AMD’s stock has been reacting to even slight hints tied to its ambitions in data-center AI chips—investors are watching for hard evidence on orders, launch dates, and customer commitment. In a market fixated on “growth,” details like executive compensation and insider moves often get scrutinized as signals, no matter if that’s warranted.
The filings land while chipmakers remain hypersensitive to any major AI infrastructure decisions by their big clients. Just one procurement headline—regardless of its actual impact on near-term revenue—can send sentiment sharply in either direction.
According to a Form 4 filed Wednesday, CFO Jean Hu unloaded 19,956 shares on Feb. 17, with share prices between roughly $196.78 and $205.12. The trades happened as part of a 10b5-1 plan, allowing scheduled insider transactions. The same filing disclosed that 30,788 restricted stock units vested on Feb. 15; 11,416 shares went toward tax withholding. Afterward, Hu was left with 24,948 shares held directly, the filing said. (Advanced Micro Devices, Inc.)
General Counsel Ava Hahn, according to another filing, reported a planned sale of 286 shares for a total of $56,813.90. The sale is set under a 10b5-1 plan adopted in June 2025. The same Form 144 notes a January transaction involving 2,442 shares. (Advanced Micro Devices, Inc.)
AMD is moving ahead on its Helios data center plan in India, partnering with Tata Consultancy Services to back as much as 200 megawatts of AI infrastructure, the firms said. “AI adoption is accelerating from pilots to large-scale deployments,” CEO Lisa Su noted in the statement. (Taipei Times)
Pressure in the market is heating up. Nvidia announced this week it’s entered a multiyear deal to deliver millions of AI chips to Meta Platforms, including both existing models and those still to come. The company also plans to provide central processors—directly challenging Intel and AMD on that front. (Reuters)
Still, when it comes to the bear case, execution and timing are front and center — and rumors can bite before the numbers even start to shift. Tom’s Hardware flagged that AMD shot down talk of a delay to its next-gen Instinct MI455X ramp, citing corporate vice president Anush Elangovan, who told them Helios systems remain “on target for 2H 2026.” (Tom’s Hardware)
Earlier, AMD disclosed in an SEC filing that its board had signed off on 2025 cash performance bonuses for senior executives and a special “CEO Value Creation Equity Award” for Su, targeted at $75 million and scheduled for grant on March 15, 2026. The award comes in the form of performance-based restricted stock units—shares that only vest if certain price targets are hit. The highest payout links to AMD’s stock reaching $600 at any point before March 2031. (Advanced Micro Devices, Inc.)
