AMD (AMD -3.8%) has re-hired Raja Koduri, who until recently was Apple's director of graphics architecture, CNET reports. It might not be a coincidence the report comes 8 months after AMD hired Apple mobile processor chief Jim Keller. AMD is selling off after delivering a Q1 beat and above-consensus Q2 guidance. On the earnings call, AMD claimed to have regained desktop GPU share, and that server CPU revenue rose Q/Q due to higher ASPs. There were some pointed questions about gross margin, particularly whether it can return to past levels given PC weakness and a mix shift towards embedded products. Nvidia (NVDA -0.3%) is underperforming.