New York, Jan 6, 2026, 16:38 EST — After-hours
- AMD shares were down 3.1% in after-hours trading after sliding in the session
- CES updates put AMD’s AI chip roadmap back in focus against Nvidia and Intel
- Next catalyst is the Feb. 3 earnings report; U.S. jobs data later this week could sway rate bets
Advanced Micro Devices (AMD.O) shares fell 3.1% to $214.35 in after-hours trading on Tuesday, after the chipmaker showcased new AI products at the CES trade show and flagged Feb. 3 for its next earnings report. The stock traded between $211.30 and $223.87 in the regular session on volume of about 39.8 million shares.
CES comes at a sensitive moment for the chip sector, with investors pressing for proof that new “accelerator” chips — processors built to train AI models and run them in real time — are turning into sustained sales.
That scrutiny lands on AMD because the company is trying to expand in data-center AI, a market where design wins, production ramps and software support can shift sentiment quickly.
At CES in Las Vegas on Monday, Chief Executive Lisa Su highlighted MI455 processors for AI server racks and launched the MI440X for on-premise deployments in corporate data centers. She previewed the MI500 series for 2027 and tied the roadmap to customers such as ChatGPT maker OpenAI; Intel also held an event for its Panther Lake PC chips.
AMD also outlined its “Helios” rack-scale platform, built around Instinct MI455X accelerators and EPYC “Venice” CPUs, and said it sees AI infrastructure scaling toward “yotta-scale” levels of computing power. “At CES, our partners joined us to show what’s possible when the industry comes together to bring AI everywhere, for everyone,” Su said. Advanced Micro Devices, Inc.
On the PC side, AMD introduced the Ryzen 7 9850X3D as it pushes deeper into gaming and so-called AI PCs, where chips include dedicated neural processing units to speed on-device AI tasks. “We are seeing in the ballpark of about 7 percent performance delta,” said Rahul Tikoo, who heads AMD’s client CPU business. The Verge
AMD will report fiscal fourth-quarter and full-year 2025 results on Tuesday, Feb. 3, after the market close, with a conference call at 5 p.m. EST. Chief Technology Officer Mark Papermaster is also set to speak at Morgan Stanley’s Technology, Media & Telecom conference on March 3.
The broader market rose on Tuesday, with technology among the leaders and the Dow inching closer to the 50,000 mark, according to a Reuters report. Investors are looking ahead to a run of labor-market data this week that could reset expectations for Federal Reserve policy.
But AMD’s road map lands in a market where Nvidia is still moving fast. Nvidia Chief Executive Jensen Huang said its next Vera Rubin platform is in “full production” ahead of a debut later this year, and he argued the design delivers a sharp performance step-up — a backdrop that could keep pressure on AMD to show faster traction and clearer near-term revenue from AI deployments. Reuters
The next near-term catalyst for rate-sensitive tech shares is the U.S. employment report for December, due at 8:30 a.m. EST on Friday, Jan. 9. For AMD, attention then shifts to the Feb. 3 earnings report and conference call after the close.
