AMD shares returned 157.8% over the past year, compared with 17.9% for the S&P 500. As of June 27, 2026, cash and short-term investments stood at $13.1 billion, up from $5.87 billion a year earlier. Capital spending over the last twelve months reached $1.68 billion, above the $1.17 billion depreciation and amortization charge, reversing a pattern in which spending stayed below that charge at each of the prior 16 quarter ends. Management said AMD is spending more to meet server chip demand it did not forecast, with fiscal Q2 2026 data center revenue up 107% to $6.7 billion and free cash flow of $1.56 billion. The article says the key question is whether AMD keeps converting that demand into data center sales, with its next report due on or around November 3, 2026.
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