Advanced Micro Devices Inc

AMD: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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AMD: The Intel-Nvidia Collaboration Is Worth Watching but Not a Death Blow; Maintain $155 Valuation

Brian Colello

Sep 18, 2025

AMD’s rivals, Intel and Nvidia, announced a collaboration to jointly develop multiple generations of custom data center and PC products. Nvidia will also invest $5 billion in Intel’s common stock at a price of $23.28 per share.

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Advanced Micro Devices Inc

AMD: The Intel-Nvidia Collaboration Is Worth Watching but Not a Death Blow; Maintain $155 Valuation

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