AMD Stock Price Jumps 7% as Trump’s Tariff Plans Remain in Flux

AMD Stock Price Jumps 7% as Trump’s Tariff Plans Remain in Flux

  • 25.03.2025 01:09
  • markets.businessinsider.com
  • Keywords: Tariff Uncertainty, Market Volatility

AMD's stock price rose nearly 7% as reports suggested potential delays in tariffs on semiconductors. Investors were relieved after a 30% drop over six months due to weak PC demand and tariff uncertainties. AMD faces competition with Nvidia in AI but has seen strong demand for its GPUs and expanding market share.

Nvidia ReportsCPTsentiment_satisfiedNVDAsentiment_satisfied

Estimated market influence

AMD

AMD

Positivesentiment_satisfied
Analyst rating: Buy

AMD's stock surged due to potential tariff delays and increased demand for its products.

Nvidia

Nvidia

Positivesentiment_satisfied
Analyst rating: Strong buy

Nvidia's shares climbed over 3% as the semiconductor sector saw positive developments.

Context

AMD Stock Price Jumps 7% as Trump’s Tariff Plans Remain in Flux

Key Facts

  • AMD stock surged by 6.9% on March 25, 2025.
  • The rally followed reports that President Trump may delay the planned April 2 tariffs on certain sectors, including semiconductors.
  • Despite this, multiple events indicated that tariffs could still be introduced soon.

Market Insights

  • Tech-focused Nasdaq Composite rose by 2.3%, while Nvidia shares climbed over 3%.
  • AMD faces challenges from sluggish demand for personal computers and traditional servers, leading to a 30% decline in its stock price over the past six months.

Competitive Landscape

  • AMD competes with Nvidia, which has a stronghold on AI accelerators.
  • AMD is benefiting from strong demand for its AI GPUs and expanding PC CPU market share due to performance improvements and new partnerships.

Analyst Sentiment

  • TipRanks reports a Moderate Buy consensus rating on AMD stock, based on 25 Buys, 11 Holds, and 1 Sell in the last three months.
  • The average price target suggests an upside potential of 30% from current levels.

Long-Term Implications

  • Tariff uncertainties remain a key risk for AMD and other semiconductor companies.
  • The sector-based approach to tariffs could impact global trade dynamics and market competition in the long term.