AMD Stock Slips Post-Earnings, But This Crypto Connection Was Overlooked

AMD just reported strong earnings. But the AMD stock still went down. That’s confusing, right?

Well, there’s a bigger story here, one that links AMD, crypto, and even smart investors like ARK Investment. Let’s break it down in plain English.

AMD’s Business Is Growing, Especially in AI

Advanced Micro Devices (AMD) is a big tech company that makes computer chips. These chips are used for gaming, regular computers, and also for AI (artificial intelligence).

One part of AMD’s business is called data center revenue. This means AMD sells powerful chips to companies like Google, Microsoft, or OpenAI so they can run big AI models in cloud servers.

AMD stock beat estimates (for the most part)- Source: Yimin X

In their latest report (Q2 2025), AMD said they made $7.69 billion in revenue. That was more than expected.

Even profits (net income) were strong: $872 million, compared to just $265 million last year. They also said their data center sales grew to $3.2 billion, up 14%.

Data center report was positive- Source: Evan

So why did the stock fall after the earnings report?

Even though AMD made more money, the stock price fell about 5%. Some investors were worried because AMD’s earnings per share (EPS) were 48 cents, a little lower than what was expected (49 cents).

Others were concerned about chip export rules, especially for China. These rules blocked AMD from selling some of its newest AI chips, like the MI308.

AMD stock correction- Source: Dividend Dude

But not everyone panicked.

Cathie Wood’s ARK Investment, a well-known firm that picks future tech stocks; bought more AMD shares on July 31.

That day, they added over 28,000 shares, worth nearly $5 million. This wasn’t the first time either. The week before, they bought more than 32,000 shares, showing strong confidence in AMD’s future.

Even though this was a proactive move by ARK, it shows how even the standard TradFi firms are looking at crypto value and AMD as an investment option.

Possible reasons why the AMD stock corrected- Source: Ed Ludlow

ARK Investment had earlier sold AMD when the price was high. But now they’re buying it back as the price dipped. That’s a common move for long-term investors who believe the company will grow more.

What AMD Stock Has To Do With Crypto

Now here’s where it gets interesting for crypto fans. AMD doesn’t make crypto tokens. But it does make GPUs (graphics processing units).

GPUs are the same kinds of chips that power many Web3 and AI crypto tokens, like Render (RNDR) and Bittensor (TAO). These crypto projects use GPUs to run decentralized computing networks.

So if AMD becomes a stronger player in the GPU market, that could affect these crypto tokens. It could go two ways:

If AMD sells more AI chips, it may lower prices or create more supply, which could reduce demand for crypto alternatives like RNDR or TAO.
But at the same time, more AI development could increase the overall need for GPU power, which helps GPU-based crypto projects grow, too.

Basically, AMD’s growth could either help or hurt some crypto tokens. It depends on how pricing and competition play out.

Another reason why this connection matters: AMD just released a new chip series called Instinct MI350. This chip is meant to compete with Nvidia’s AI chips, which currently dominate the market.

New AI chips could impact the crypto tokens-Source: Antonio Linares

If AMD becomes a real competitor to Nvidia, we could see a shift in how AI power is bought and sold.

Companies like OpenAI are already talking with AMD. That means more demand, more AI growth, and possibly more action in crypto tokens tied to GPU and compute networks.

In the past, whenever Nvidia had strong earnings, AI tokens like RNDR, TAO, and FET also pumped. So this could happen with AMD too, just with a delay.

This isn’t just an AMD story. It’s also a crypto story.

Smart investors like ARK Investment are moving their money away from Bitcoin-linked stocks (like Block) and into AI companies like AMD.

That shows a shift in what big money wants. They’re betting more on AI than traditional crypto right now.

If you’re watching or trading AI-linked crypto coins, this AMD earnings call is a signal. It tells you where things might be going next.

The GPU race is heating up and that means both opportunities and risks for GPU-based tokens.

So even if AMD’s stock fell this week, the story is still very bullish for AMD and for certain corners of crypto.

The post AMD Stock Slips Post-Earnings, But This Crypto Connection Was Overlooked appeared first on The Coin Republic.

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