Why did AMD stock jump today?

AMD stock rose after Meta agreed to deploy up to 6GW of AMD Instinct AI GPUs and AI-optimized CPUs, plus a performance-based warrant for up to 160 million shares. The deal signals stronger AI demand and diversification away from Nvidia, improving growth visibility while raising questions about dilution and execution timing.

What does the 160 million-share warrant mean for investors?

If Meta meets performance milestones and exercises the warrant, AMD could issue up to 160 million new shares. That is about 9.8% of current shares, which may dilute existing holders. It also signals Meta’s confidence in AMD’s roadmap. Track disclosures for milestones, pricing, and vesting conditions over time.

Is AMD stock expensive after the Meta AMD deal?

AMD trades near 80x TTM earnings and about 10x sales. Valuation assumes strong AI growth. The deal boosts demand visibility, but execution and timelines matter. Use key levels around $213 to $218 for risk control, and reassess after earnings on May 5, 2026 for updated guidance and order momentum.

How should Singapore investors approach AMD now?

Consider fees and FX costs when trading U.S. shares. Size positions to account for volatility, with stops based on ATR. AMD pays no dividend, so returns rely on price gains. Diversify across sectors and review AI exposure already in your SG-based funds or ETFs to avoid concentration risk.

Global Market Insights

AMD Stock Today: Meta’s 6GW AI GPU Pact, 160M Warrant — February 25

ByDanny Kontos February 25, 2026February 25, 2026

AMD stock is in focus after Meta signed a multi-year plan to deploy up to 6GW of AMD Instinct AI GPUs and CPUs, plus a performance-based warrant for up to 160 million shares. Shares of AMD rose 8.77% to $213.84 after the news. For Singapore investors, the Meta AMD deal signals stronger AI demand and diversification away from Nvidia. Shipments of Helios racks start in the second half of 2026, offering clearer revenue visibility while raising questions about dilution, valuation, and timing.