Today: 29 April 2026
AMD’s CES 2026 keynote is tonight: what Lisa Su’s AI message means for investors

AMD’s CES 2026 keynote is tonight: what Lisa Su’s AI message means for investors

Las Vegas, January 5, 2026, 07:05 PST

  • AMD CEO Lisa Su is scheduled to speak at CES at 6:30 p.m. PST on Monday.
  • Rival chipmakers Nvidia and Intel also have events on the CES media-day calendar.
  • AMD shares rose in early U.S. trading as investors looked ahead to the keynote.

Advanced Micro Devices Chief Executive Lisa Su will deliver a keynote at CES 2026 in Las Vegas on Monday night, as the chipmaker seeks to sharpen its pitch in artificial intelligence. The session is scheduled for 6:30 p.m. Pacific time at the Venetian’s Palazzo Ballroom, the CES agenda shows.

The appearance comes as CES leans into AI across consumer devices and the systems that run them. Consumer Technology Association chief Gary Shapiro said “AI is the future of creativity,” in an interview previewing the show, which organizers expect to host more than 3,500 exhibitors. AP News

Su speaks on the second media-only day at Mandalay Bay, before the show floor opens on Tuesday, CES said. Monday’s lineup also includes a 1 p.m. press conference from Nvidia founder and CEO Jensen Huang and a 3 p.m. Intel launch event led by client-computing executive Jim Johnson.

AMD said it will stream the keynote online and use it to outline its vision for AI solutions spanning cloud data centers, enterprise systems and devices at the edge. The company posted viewing details and timing across major time zones on its CES event page.

Tech site Wccftech said AMD has hinted at “multiple products” around the show, and expects Su to pair broad strategy with consumer and data-center updates. AMD has not released a detailed rundown of planned announcements. Wccftech

Investors will listen for how AMD plans to knit together its portfolio — PC processors, server chips and AI accelerators — around the same AI workloads. AI accelerators are specialized chips used to train and run AI models, while “edge” systems process data closer to where it is created, such as on a laptop or factory device.

In early U.S. trading, AMD shares were up about 1.3% at $226.37. Nvidia rose about 0.4% and Intel gained about 2.0%.

A market commentary published Sunday on ad-hoc-news.de said AMD’s stock has cooled after an AI-fueled rally, as traders reassess how quickly the company can translate product launches into data-center revenue. The note also pointed to heightened scrutiny of AMD’s AI accelerator roadmap as it tries to narrow the gap with Nvidia’s more entrenched platform.

Keynotes at CES often stay high-level, leaving investors to wait for detailed specifications, pricing and availability from chipmakers and their hardware partners. Any signal that customer rollouts are lagging, or that rivals are moving faster on performance and software tools, could keep AMD’s shares swinging.

Stock Market Today

  • Qualcomm Q2 Earnings Preview Amid Smartphone Market Downturn
    April 29, 2026, 1:07 PM EDT. Qualcomm is set to report second-quarter earnings amid a sharp downturn in the global smartphone market. The company, known for its smartphone chips, faces challenges as shipments fell 4.1% in Q1, marking an end to a 10-quarter growth streak. Analyst Ming-Chi Kuo highlights Qualcomm's upcoming AI chip with OpenAI, aiming for mass production in 2028 to challenge Apple and Google's dominance. Despite diversification into data centers and automotive sectors, the handset division, driving most revenue, is expected to drop 12.5% year-over-year. Qualcomm forecasts Q2 revenue of $10.56 billion and earnings per share of $2.55, down from last year. CEO Cristiano Amon's upcoming keynote could shed light on the company's AI and data center strategies amid this challenging market.

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