AMD stock jumps 5.4% on expanded Meta AI deal and chip sector rally

au.investing.com — October 27, 2026 at 05:01 PM UTC

AMD stock rose 5.4% on Tuesday following an expanded AI infrastructure partnership with Meta Platforms and a broader chip sector rally. The gains made AMD one of the top performers in the semiconductor complex as investors reassessed hyperscaler capital spending. Under the expanded deal, Meta is installing and testing AMD's Helios rack-scale solutions for its frontier AI models and gigawatt-scale infrastructure. Meta will also use AMD's EPYC processors for its Muse AI agent and Instinct GPUs for recommendation workloads, while AMD commits $1 billion to Meta's equity offering and partners on the future Instinct MI450 architecture. The rally was supported by Anthropic's IPO filing on Monday, which showed strong revenue growth and revived interest in AI infrastructure stocks. Investors are now watching mega-cap tech earnings this week for signs of enterprise monetization amid ongoing scrutiny of heavy cash burn.

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