Les actions d’Advanced Micro Devices (AMD) reculent après avoir atteint un cap historique de 1 000 milliards de dollars

Blockonomi · 2026-09-22T14:28:37.000Z

Points clés Les actions d’Advanced Micro Devices ont reculé d’environ 1,5 % lors de la séance de préouverture de mardi après la hausse d’environ 10 % enregistrée lundi Pour la première fois, la valorisation du fabricant de puces a dépassé 1 000 milliards de dollars lors de la séance de lundi L’application d’IA Muse de Meta, en tête des classements de l’App Store américain, a suscité un nouvel élan d’optimisme concernant la demande en infrastructure d’intelligence artificielle La communauté d’analystes maintient un consensus « Acheter » avec un objectif de cours moyen atteignant 644,62 $ La légère baisse semble plutôt refléter une prise de profits qu’une inquiétude fondamentale concernant l’évolution de la demande en IA

Key Takeaways
Advanced Micro Devices shares declined approximately 1.5% during Tuesday’s pre-market session following Monday’s nearly 10% surge
The chipmaker’s valuation exceeded $1 trillion for the first time during Monday’s trading session
Meta’s Muse AI application topping U.S. App Store charts sparked fresh optimism around artificial intelligence infrastructure demand
Analyst community maintains Strong Buy consensus with average price target reaching $644.62
The modest retreat appears to reflect profit-taking behavior rather than fundamental concerns about AI demand trajectory
AMD stock changed hands near $608 during Tuesday’s pre-market trading, representing a roughly 1.2% decline, following Monday’s impressive 9.8% closing gain. The previous session’s rally momentarily elevated AMD’s market capitalization beyond the $1 trillion threshold for the first time in company history.
The early-morning slide isn’t connected to negative company-specific developments. Nvidia and Intel shares also showed modest pre-market declines. Market participants appear to be securing profits following the aggressive upward move.
Monday’s rally drew significant fuel from Meta Platforms’ recent developments. According to data from Sensor Tower, Meta’s Muse personal AI assistant claimed the top position among free iPhone applications in the United States for three consecutive days. This achievement quickly captured investor attention.
The enthusiasm revolves around implications for semiconductor demand stemming from Muse’s reception. Agentic AI operations require substantial CPU resources, extending beyond GPU requirements alone. AMD ranks among the leading server CPU manufacturers, positioning the company favorably to capture potential demand increases.
Company projections indicate the server CPU market will expand approximately 50% through 2030, reaching around $220 billion in total addressable market size. Muse’s initial success provides investors with tangible evidence that agentic AI deployment could be accelerating.
Wall Street Maintains Optimistic Stance
Multiple analysts have published recent commentary, with bullish price targets remaining intact across the board.
Bernstein analyst Stacy Rasgon reaffirmed a Buy rating Tuesday alongside a $650 price objective. This target suggests approximately 5.6% appreciation potential from present levels.
David O’Connor from Piper Sandler maintained his Buy rating with a $600 price target, emphasizing sustained demand for AMD’s CPU and GPU products while observing that demand currently outpaces supply across significant portions of AMD’s product portfolio.
Ruben Roy at Stifel preserved his Buy rating alongside a $635 target, specifically highlighting AMD’s server CPU operations as a critical medium-term growth catalyst. Roy has previously emphasized robust order backlogs and extended capacity agreements throughout the AI infrastructure ecosystem.
Chart Analysis
From a technical perspective, AMD exhibits a robust uptrend while appearing extended. Shares currently trade 22% above the 20-day moving average and 70% beyond the 200-day moving average.
The Relative Strength Index registers 72.63, placing it within overbought territory above the conventional 70 level. This reading can indicate near-term consolidation potential.
The broader moving average configuration remains constructive. The 20-day average resides above the 50-day, which trades above the 200-day. Critical support emerges near $498, approximately where the 20-day moving average currently sits.
AMD commands a valuation around 157 times earnings, incorporating elevated growth assumptions into current pricing.
The Street’s consensus rating on AMD stands at Strong Buy, derived from 29 Buy recommendations and six Hold ratings issued during the past three months. The average analyst price target of $644.62 suggests approximately 5% upside potential from current trading levels.
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