In July 2025, the U.S. government greenlit artificial intelligence (AI) chip exports to China, unlocking billions in revenue for Nvidia (NVDA) and Advanced Micro Devices (AMD) — and boosting both stocks on the news that specialized AI chip exports to China would resume.

Whether it’s tariffs or some other reason, CPU makers seem to be pushing downward into cheaper alternatives, expanding their available market. The most recent example is AMD’s latest addition: the Ryzen AI 5 330, its most entry-level option in the Ryzen AI 300 family designed for Copilot+ laptops.

AMD stock jumps 8% as analysts grow bullish on its AI chip momentum, China export approval, and hyperscaler demand.

While there's still significant risk on the geopolitical front, allowing the sale of capable AI processors to China suggests the potential for a significant improvement in U.S. trade relations. If so, AMD stock could continue to see bullish business-specific catalysts in addition to valuation tailwinds for the broader market.

Advanced Micro Devices, Inc.'s AI strategy and market momentum challenge Nvidia's dominance. Click for my updated look at how AMD is restoring investor confidence.

AMD stock soars 8% after unveiling its powerful MI350 AI chips, signaling a bold challenge to Nvidias dominance in AI hardware. Backed by HSBCs upgrade and a price target boost to $200, AMD is finally stepping out of Nvidias shadow.

AMD has introduced a new processor under its Ryzen AI 300 Series for mainstream AI-enabled laptops. The newly announced AMD Ryzen AI 5 330 is positioned as an entry-level option for Copilot+ PCs and will be available in systems from multiple OEMs in the coming months.

Advanced Micro Devices, Inc. gains momentum with China expansion, AI adoption, and OpenAI ties. Click for my updated look at AMD stock ahead of Q2 earnings.

Key Takeaways Advanced Micro Devices (AMD) stock jumped Thursday after analysts suggested the company’s latest AI chips are comparable to Nvidia's (NVDA) offerings .The stock broke out from a flag pattern in Thursday’s trading session on the highest volume in a little over a week,

AMD introduces the Ryzen AI 5 330, a budget-friendly quad-core processor with a 50 TOPS NPU that meets Microsoft Copilot+ PC requirements, aiming to bring AI features to inexpensive Windows 11 laptops.