Advanced Micro Devices (AMD) — What Changed

Material changes in the AI committee's view · 32 events tracked · Detected nightly

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2026-07-31 MATERIAL
▲ Agreement Shift

AMD's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-07-31 MINOR
▲ Score Change

AMD's Committee score moved from 53.82 to 54.49 (+0.67, 1 day(s) apart).

53.82 → 54.49 (+0.7)

2026-07-30 MATERIAL
▼ Agreement Shift

AMD's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-07-30 MINOR
▼ Score Change

AMD's Committee score moved from 55.65 to 53.82 (-1.83, 1 day(s) apart).

55.65 → 53.82 (-1.8)

2026-07-28 MATERIAL
▲ Agreement Shift

AMD's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-07-28 MINOR
▼ Score Change

AMD's Committee score moved from 58.94 to 55.65 (-3.29, 1 day(s) apart).

58.94 → 55.65 (-3.3)

2026-07-24 MATERIAL
▼ Agreement Shift

AMD's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-07-24 MINOR
▲ Score Change

AMD's Committee score moved from 57.20 to 57.82 (+0.62, 1 day(s) apart).

57.20 → 57.82 (+0.6)

2026-07-19 MATERIAL
▲ Agreement Shift

AMD's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-07-19 MINOR
▼ Score Change

AMD's Committee score moved from 57.51 to 57.20 (-0.31, 1 day(s) apart).

57.51 → 57.20 (-0.3)

2026-07-18 MATERIAL
▼ Agreement Shift

AMD's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-07-18 MINOR
▼ Score Change

AMD's Committee score moved from 62.15 to 57.51 (-4.64, 1 day(s) apart).

62.15 → 57.51 (-4.6)

2026-07-18 MAJOR
— Rating Change

AMD moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-17 MATERIAL
▲ Agreement Shift

AMD's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-07-17 MINOR
▲ Score Change

AMD's Committee score moved from 61.54 to 62.15 (+0.61, 1 day(s) apart).

61.54 → 62.15 (+0.6)

2026-07-16 MAJOR
▼ Agreement Shift

AMD's Committee agreement moved from 60.00% to 42.90% (-17.10pp, 1 day(s) apart).

60.00 → 42.90 (-17.1)

2026-07-16 MINOR
▲ Score Change

AMD's Committee score moved from 60.70 to 61.54 (+0.84, 1 day(s) apart).

60.70 → 61.54 (+0.8)

2026-07-16 MATERIAL
— Conviction Change

AMD's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-15 MAJOR
▼ Agreement Shift

AMD's Committee agreement moved from 80.00% to 60.00% (-20.00pp, 1 day(s) apart).

80.00 → 60.00 (-20.0)

2026-07-15 MINOR
▲ Score Change

AMD's Committee score moved from 59.40 to 60.70 (+1.30, 1 day(s) apart).

59.40 → 60.70 (+1.3)

2026-07-15 MATERIAL
— Conviction Change

AMD's Committee conviction moved from high to moderate (1 day(s) apart).

high → moderate

2026-07-15 MAJOR
— Rating Change

AMD moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-07-14 MAJOR
▲ Agreement Shift

AMD's Committee agreement moved from 42.90% to 80.00% (+37.10pp, 1 day(s) apart).

42.90 → 80.00 (+37.1)

2026-07-14 MINOR
▼ Score Change

AMD's Committee score moved from 61.49 to 59.40 (-2.09, 1 day(s) apart).

61.49 → 59.40 (-2.1)

2026-07-14 MAJOR
— Conviction Change

AMD's Committee conviction moved from contested to high (1 day(s) apart).

contested → high

2026-07-14 MAJOR
— Rating Change

AMD moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-13 MINOR
▼ Agreement Shift

AMD's Committee agreement moved from 50.00% to 42.90% (-7.10pp, 1 day(s) apart).

50.00 → 42.90 (-7.1)

2026-07-13 MINOR
▼ Score Change

AMD's Committee score moved from 60.11 to 59.39 (-0.72, 1 day(s) apart).

60.11 → 59.39 (-0.7)

2026-07-13 MAJOR
— Rating Change

AMD moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-10 MATERIAL
▼ Agreement Shift

AMD's Committee agreement moved from 60.00% to 50.00% (-10.00pp, 3 day(s) apart).

60.00 → 50.00 (-10.0)

2026-07-10 MINOR
▲ Score Change

AMD's Committee score moved from 55.84 to 59.39 (+3.55, 3 day(s) apart).

55.84 → 59.39 (+3.5)

2026-07-10 MATERIAL
— Conviction Change

AMD's Committee conviction moved from moderate to contested (3 day(s) apart).

moderate → contested

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →