AMD has witnessed meaningful success following the launch of its MI300 and MI400 series GPUs. Intel's data center business has demonstrated inconsistent results.
Investors with an interest in Computer - Integrated Systems stocks have likely encountered both Micron (MU) and Advanced Micro Devices (AMD). But which of these two stocks is more attractive to value investors?
AMD's soaring Data Center sales, fueled by EPYC processors and Instinct GPUs, highlight robust demand and strong growth expectations into late 2025.
After yesterday's debacle in which approximately $1 trillion in market capitalization was erased from the stock market, some technology stocks are still hunting a bottom.
Advanced Micro Devices, Inc. is rated Buy with a $286 price target, driven by strong Data Center growth and a major OpenAI partnership. AMD's market share gains in Client Compute and ongoing GPU refresh cycles among hyperscalers position AMD for margin-accretive growth. The OpenAI deal, expanding AI infrastructure, and a healthy balance sheet support robust long-term revenue and earnings outlook for AMD.
Advanced Micro Devices, Inc. delivered record Q3 results with $9.2B revenue, driven by strong Data Center, AI, Server, and PC demand. AMD's data center and client/gaming segments posted robust growth, with ambitious AI and data center roadmaps targeting $100B revenue by 2030. Despite risks from competition, geopolitics, and high expectations, AMD's balance sheet, cash flow, and product pipeline remain strong.
Advanced Micro Devices, Inc. has reported great growth tailwinds across the expanding x86 market share, the improving data center monetization opportunities, and the ambitious long-term targets. These growth engines imply the potential expansion in its market capitalization to over $1T, allowing the company to eventually join the Trillion Dollar club alongside NVDA and AVGO. I am also impressed by AMD's growing bullish support at current levels, as observed in the sideways trading cadence during the market wide meltdown.
Advanced Micro Devices (AMD) stock has dropped by 22.1% in under a month, from $264.33 on 29th Oct, 2025 to $206.02 currently. What happens next?
While Nvidia's (NVDA) earnings report is lifting many Big Tech names today, Advanced Micro Devices Inc (NASDAQ:AMD) and Micron Technology Inc (NASDAQ:MU) are not so happy to see their competitor thrive, despite renewed AI trade optimism.
Nvidia's third-quarter earnings beat alleviated AI bubble fears and sent tech shares rising across the market.
Advanced Micro Devices (NASDAQ: AMD) is seeing renewed upward momentum in pre-market trading despite a sharp decline over the past week, as investors reassess the semiconductor sector following Nvidia's latest earnings report.
Advanced Micro Devices , Cisco Systems and Saudi Arabian artificial intelligence startup Humain are forming a joint venture to build data centers in the Middle East and have landed their first customer, CEOs at the three companies told Reuters in an interview on Tuesday.