Advanced Micro Devices, Inc. (AMD) Surges on Strong AI Chip and Data Center Processor Demand

3 days ago 7

Attiya Zainib

Wed, February 18, 2026 astatine 9:11 AM CST 3 min read

Impax Asset Management's "Impax US Sustainable Economy Fund" released its Q4 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The money reported that equity markets remained volatile during the 4th amid concerns implicit elevated valuations and financing for large-scale information halfway investments, though the portfolio modestly outperformed the Russell 1000 benchmark connected the backmost of sustainability tilts and stock-specific gains, peculiarly wrong Health Care and Financials. On an yearly basis, the Fund’s Institutional Class delivered a full instrumentality of 16.00% successful 2025, compared to 17.37% for the Russell 1000, reflecting the interaction of assemblage allocation and company-level developments specified arsenic gains successful pharmaceutical and outgo processing holdings and weakness successful definite Consumer Staples names. Management noted that show was influenced much by changing marketplace enactment than macroeconomic deterioration, portion maintaining a cautiously optimistic outlook supported by falling involvement rates, resilient firm earnings, and continued concern successful structurally advantaged businesses positioned to payment from the modulation toward a much sustainable economy. In addition, delight cheque the Fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Impax US Sustainable Economy Fund highlighted stocks similar Advanced Micro Devices, Inc. (NASDAQ:AMD). Advanced Micro Devices, Inc. (NASDAQ:AMD) designs high-performance computing and graphics solutions, benefiting from rising request for AI-optimized chips and information halfway processors amid accelerating integer infrastructure build-out. The one-month instrumentality of Advanced Micro Devices, Inc. (NASDAQ:AMD) was -18.70% portion its shares traded betwixt $76.48 and $267.08 implicit the past 52 weeks. On February 17, 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) banal closed astatine astir $203.08 per share, with a marketplace capitalization of astir $329.28 billion.

Impax US Sustainable Economy Fund stated the pursuing regarding Advanced Micro Devices, Inc. (NASDAQ:AMD) successful its Q4 2025 capitalist letter:

"Advanced Micro Devices, Inc. (NASDAQ:AMD) (Information Technology, Semiconductors) is owned for its exceptional Corporate Resilience illustration and charismatic sustainability accidental acceptable successful areas similar the Digital Infrastructure build-out. The banal surged connected the backmost of beardown request for AI-optimized chips and information halfway processors, which importantly outperformed marketplace expectations. The institution besides benefited from large partnerships with ‘hyperscale’ unreality computing providers and grounds income of graphics processing units (GPUs) for AI workloads, reinforcing capitalist assurance successful its maturation trajectory."

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