TLDR:
- AMD rebounded from $213, defended $215 support, and consolidated below $216 moves
- Early selloff met strong buying, signaling active trading and balanced momentum
- China export approvals improved AMD visibility, including MI308X, MI300X, and MI325X
- Nvidia climbed to $183.69, testing its 50-day average as China shipments momentum
- Planned China capacity expansion supports sector outlook, pending import approvals
Advanced Micro Devices (AMD) traded at $215.28 during regular hours, rising 0.15% amid sharp intraday swings. Stock rebounded from early losses near $213, showing firm demand despite persistent selling pressure. Nvidia gained 1.5% to $183.69 as easing China export limits lifted sector sentiment.
Advanced Micro Devices, Inc., AMD
AMD Defends Intraday Support After Volatile Open
Advanced Micro Devices opened with heavy selling that quickly pushed shares toward the $213 level. However, buyers responded aggressively, and price rebounded in a sharp V-shaped recovery. This move signaled strong short-term participation rather than passive trading conditions. After the rebound, AMD climbed steadily and reclaimed the $215 area during late morning trading.
The advance faced intermittent pullbacks, showing that sellers remained active. As a result, price action reflected balance rather than a decisive directional trend. By early afternoon, AMD consolidated just below $216 in a narrow trading range. The $214.95 area acted as near-term support and stabilized price after the recovery. At the same time, resistance near $216 limited upside momentum and capped advances.
China Export Policy Shapes AMD Growth Outlook
Recent policy changes on U.S. chip exports improved visibility for advanced accelerator shipments to China. Earlier restrictions had reduced AMD’s projected 2025 revenue by more than $2 billion. Regulatory approvals have already covered the MI308X accelerator platform.
New expectations now include approvals for MI300X and MI325X accelerators. This shift improves AMD’s ability to serve Chinese data center demand. Consequently, analysts see improved medium-term revenue stability for the company. Reports also indicate large pending orders from Chinese technology firms. Alibaba Group plans to purchase between 40,000 and 50,000 MI308 accelerators. Such volumes would strengthen AMD’s presence in international artificial intelligence infrastructure markets.
Nvidia Advances as Export Breakthrough Lifts Sector
Nvidia shares advanced to $183.69, gaining 1.5 percent during the session. The stock tested resistance near its 50-day moving average during the move. Strength followed news supporting renewed chip exports to China. China previously accounted for up to one quarter of Nvidia’s data center revenue. Export limits had created significant revenue headwinds across recent quarters. Policy adjustments now provide a clearer path for renewed shipment activity.
Nvidia plans to expand production capacity for China-focused accelerator chips. Orders for that capacity are expected to open during the second quarter of 2026. Chinese authorities still must approve imports before shipments begin. AMD and Nvidia reflected improving sentiment tied to regulatory clarity. AMD held critical support levels while consolidating after volatility. Nvidia benefited from export momentum that reinforced broader sector strength.
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