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AMD

Advanced Micro Devices, Inc.

Sector: technologySemiconductorsNASDAQMarket Cap: $851.09B

AMD is a leading US semiconductor designer whose CPUs, GPUs, and AI accelerators sit at the center of export-control policy, CHIPS Act incentives, and US-China tech competition.

Govt Dependence
22/100
Regulatory Density
62/100
Lobbying Intensity
55/100
Political Signal
HIGH

BusinessWhat AMD does

AMD designs high-performance CPUs, GPUs, adaptive SoCs, and data-center AI accelerators, outsourcing fabrication to foundries like TSMC. Revenue is split across Data Center, Client, Gaming, and Embedded segments, with AI/data-center demand as the primary growth driver.

12 months past · 3 months futureAMD activity timeline

$598$392$185 AugSepOctNovDecJan '26FebMarAprMayJunJulAugSepOct ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · Jul 28 $580.91 hi $190.95 lo $502.67 CONGRESS 30 INSIDERS 0 13F FUNDS 30 BILLS 28 Dan Newhouse (R) · Sale · 2026-07-10Gilbert Ray Cisneros (D) · Purchase · 2026-06-05Gilbert Ray Cisneros (D) · Purchase · 2026-05-15Gilbert Ray Cisneros (D) · Purchase · 2026-05-14Josh Gottheimer (D) · Purchase · 2026-05-05Josh Gottheimer (D) · Purchase · 2026-04-23Josh Gottheimer (D) · Purchase · 2026-04-27Gilbert Ray Cisneros (D) · Purchase · 2026-04-14Gilbert Ray Cisneros (D) · Sale · 2026-03-13Thomas R. Suozzi (D) · Sale · 2026-02-18Julia Letlow (R) · Purchase · 2026-02-02Gilbert Ray Cisneros (D) · Purchase · 2026-02-10Cleo Fields (D) · Purchase · 2026-02-03Gilbert Ray Cisneros (D) · Sale · 2025-12-19Gilbert Ray Cisneros (D) · Purchase · 2025-11-18Lisa C. McClain (R) · sale · 2025-10-30Lisa C. McClain (R) · Sale · 2025-10-30Lisa C. McClain (R) · purchase · 2025-10-30Lisa C. McClain (R) · Sale · 2025-10-31Lisa C. McClain (R) · sale · 2025-10-31Lisa C. McClain (R) · Purchase · 2025-10-30Ro Khanna (D) · purchase · 2025-10-17Ro Khanna (D) · Purchase · 2025-10-17Dan Newhouse (R) · Purchase · 2025-08-18Dan Newhouse (R) · purchase · 2025-08-18John Boozman (R) · purchase · 2025-08-07John Boozman (R) · Purchase · 2025-08-07Cleo Fields (D) · Purchase · 2025-08-15Cleo Fields (D) · Purchase · 2025-08-01 Two Sigma Investments · holds $279107M · 2026-03-31Appaloosa Management · - $45039M · 2026-03-31Renaissance Technologies · - $42842M · 2026-03-31Soros Fund Management · + $7048M · 2026-03-31Citadel Advisors · holds $3923M · 2025-12-31Citadel Advisors · - $3023M · 2025-09-30D.E. Shaw & Co. · + $1345M · 2025-12-31Millennium Management · - $901M · 2025-12-31Millennium Management · - $805M · 2025-09-30Viking Global Investors · - $801M · 2025-12-31Viking Global Investors · + $676M · 2025-09-30D.E. Shaw & Co. · - $426M · 2025-09-30Bridgewater Associates · - $355M · 2025-12-31 MARKUP · Senate Homeland Security and Governmental Affairs · 2026-07-29MARKUP · Senate Judiciary · 2026-07-30MARKUP · Senate Commerce, Science, and Transportation Subcommittee on · 2026-07-30
Congress
buy sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened + added − trimmed closed holds
Bills
past action (this ticker) upcoming markup (sector) carveout (this ticker)
167 trading days · 29 congressional trades shown · 0 insider buys · 13 13F filings · 0 past bill actions · 3 upcoming markups

Executive Branch ConflictsAMD held by Trump-administration officials

Lifetime Government AwardsAMD federal contracts

AMD doesn't hold direct federal contracts.

Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.

Smart Money · 13F HoldingsHedge funds holding AMD

$381.36B
Total AMD held by tracked 13F funds
9
Funds with AMD positions
Two Sigma Investments $279.11B holds 11 overlap 2026-03-31
Appaloosa Management $45.04B -32% 11 overlap 2026-03-31
Renaissance Technologies $42.84B -83% 11 overlap 2026-03-31
Soros Fund Management $7.05B +101% 11 overlap 2026-03-31
Citadel Advisors $3.92B holds 13 overlap 2025-12-31
D.E. Shaw & Co. $1.35B +139% 13 overlap 2025-12-31
Millennium Management $901M -15% 2025-12-31
Viking Global Investors $801M -10% 13 overlap 2025-12-31
1 more 13F positions tracked · quarterly delta charts available in member dashboard

Politicians Trading AMDMembers of Congress with recent AMD positions

16 politicians traded AMD across 97 disclosed transactions totaling $2.7M (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just AMD). 0-30 LOW · 30-60 MID · 60+ HIGH.
1 more politicians active in AMD · full table in member dashboard

Congressional TradesWho in Congress is trading AMD

2026-07-10 Dan Newhouse R-Washington · house Sale $1,001 - $15,000
2026-06-05 Gilbert Ray Cisneros D-California · house Purchase $1,001 - $15,000
2026-05-15 Gilbert Ray Cisneros D-California · house Purchase $1,001 - $15,000
2026-05-14 Gilbert Ray Cisneros D-California · house Purchase $1,001 - $15,000
2026-05-05 Josh Gottheimer D-New Jersey · house Purchase $1,001 - $15,000
2026-04-23 Josh Gottheimer D-New Jersey · house Purchase $1,001 - $15,000
2026-04-27 Josh Gottheimer D-New Jersey · house Purchase $1,001 - $15,000
2026-04-14 Gilbert Ray Cisneros D-California · house Purchase $15,001 - $50,000
2026-03-13 Gilbert Ray Cisneros D-California · house Sale $1,001 - $15,000
2026-02-18 Thomas R. Suozzi D-New York · house Sale $1,001 - $15,000
2026-02-02 Julia Letlow R-Louisiana · house Purchase $1,001 - $15,000
2026-02-10 Gilbert Ray Cisneros D-California · house Purchase $1,001 - $15,000
30+ trades on file · most recent 2026-07-20

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

No Form 4 activity recorded in the last 180 days.

Bills Affecting AMDLive legislation impacting this stock

Political ProfileWhere AMD sits in Washington

bipartisan

Semiconductor stocks move materially on export-control announcements, China policy shifts, and CHIPS Act developments; AI-chip demand ties AMD directly to US-China tech policy.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • China semiconductor export restrictions
  • AI chip licensing requirements
  • tightened outbound investment screening
  • supply-chain security mandates

Regulatory opportunities

  • CHIPS Act domestic manufacturing incentives
  • federal AI/HPC procurement
  • onshoring subsidies
  • R&D tax incentives

Capitol Hill AlliesChampions & critics

Congressional champions

  • Rep. Michael McCaul (R-TX)
  • Rep. Ro Khanna (D-CA)

Congressional critics

  • No specific congressional critics identified.

LobbyingWho's hired to advocate for AMD

Semiconductor Industry AssociationInformation Technology Industry CouncilTechNet
Member intelligence layer

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Frequently AskedAbout AMD & political exposure

Does Advanced Micro Devices, Inc. (AMD) hold federal contracts?
No direct prime contracts reported in USASpending.gov for Advanced Micro Devices, Inc.. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.
Which Trump cabinet officials own AMD stock?
4 Trump cabinet members or senior White House staff have disclosed holdings in AMD on their OGE 278 financial disclosures, including Donald J. Trump, Karoline Leavitt, Lori Chavez-DeRemer. See the Cabinet Conflicts panel for details.
Has Congress traded AMD stock?
327 congressional trades by 28 unique members of Congress, most recently on 2026-07-10. See the Congressional Trading panel for politician-by-politician breakdown.
What is AMD political risk profile?
Government dependence: 22/100. Lobbying intensity: 55/100. Political signal: high. Donor party split: bipartisan.
How does GovGreed track AMD political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. AMD data is updated daily from these official federal sources.