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GuruFocus

NASDAQ Rises as Tech Stocks Recover; AMD and MU See Gains

• AMD shares rose ~3% as NASDAQ gained 1% on tech sector rebound • AMD trades at $528.75, 80.5% above GF Value of $292.87 • GF Score of 81/100; insiders sold $105.5M in shares over three months The NASDAQ Composite rose 1% on October 19, 2026, as capital returned to technology stocks following a rough week for the AI sector. Advanced Micro Devices (AMD) climbed roughly 3% amid the rebound, even as the Dow Jones Industrial Average declined, reflecting a mixed broader market. AMD, the Santa Clara-based fabless semiconductor maker with a market cap of about $863.17 billion, designs high-performance computing and graphics processors across its Data Center, Client, Gaming, and Embedded segments, competing chiefly with Intel and NVIDIA. According to GuruFocus, AMD's current price of $528.75 is 80.5% above its GF Value of $292.87, suggesting a limited margin of safety. Its trailing P/E of 135.68x also sits well above its 5-year median of 106.1x. AMD's GF Score of 81/100 reflects strong financial strength (9/10), profitability (7/10), growth (10/10), and momentum (9/10), but a weak valuation rank of just 1/10. Among gurus, 27 hold AMD shares, with 14 adding and 13 trimming positions recently, while insiders sold $105,534,049 worth of stock over the past three months. Overall, while AMD shows strong growth and financial strength, its rich valuation warrants caution for investors considering new positions.
October 19, 2026 at 10:13 AMTQQQAMD
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