AMD shares have dropped to $223.18 (-3.09%) as of midday November 19, 2025, extending a steep multi-day decline from $258.89 on November 12, 2025. This follows strong Q3 results announced on November 4, 2025, with record revenue and strategic AI partnerships, but investors remain concerned about AMD's ability to compete with Nvidia, especially on pricing and margins for AI chips[1][2]. Recent analyst commentary highlights that AMD’s MI300 GPUs, while competitive in performance, sell for much less than Nvidia’s H100, raising questions about long-term profitability. The acquisition of ZT Systems and partnerships with OpenAI and Oracle are seen as positives, but the market is reacting to margin pressures and the rapid pace of AI innovation[2]. No new company-specific news was reported on November 19, 2025, but the ongoing price decline is attributed to competitive dynamics in the AI chip sector and broader market pullback, with major indices also trading lower.
AMD shares fall sharply amid continued AI competition and margin concerns
AMD
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