Advanced Micro Devices, Inc. (AMD)
AMD: Reiterating Strong Buy, Don't Count It Out But Expectations Are High
Advanced Micro Devices, Inc.'s Q2 slightly disappointed investors, with AMD stock falling directly post-earnings, but headwinds are getting clarified as the stock has rebounded. The MI355X price increase is optimistic as it signals robust demand, which increases optimism for MI400X on track to be out in 2026. AMD still continues to dominate the CPU space with an increase in revenue and unit share YoY as Intel admits that their CPU portfolio isn't very competitive right now.
AMD: Winner In The Age Of Physical AI
AMD's decade-long investment in chiplets and adaptive compute is paying off, driving record data center revenue and real share gains against Nvidia. The Xilinx acquisition and chiplet architecture give AMD a unique edge in AI PCs and edge inference, positioning it for leadership in 'physical AI.' Hyperscaler adoption is moving from evaluation to deployment, with Meta, OpenAI, and Microsoft publicly confirming use of AMD Instinct for inference workloads.
Trump's AI chip deal with China a growth catalyst for US tech, says Wedbush's Ives
The Trump administration's agreement to allow Nvidia Corp (NASDAQ:NVDA, ETR:NVD) and Advanced Micro Devices Inc (NASDAQ:AMD, ETR:AMD) to sell AI chips in China under export licenses, in exchange for 15% of profits, removes a key growth barrier and could spark the next phase of the AI boom, Wedbush analyst Dan Ives said. Ives called the deal “highly unusual” but said it was a “major growth catalyst” for Nvidia, AMD and the broader US Big Tech sector over the next 12 to 18 months.
3 Companies That Will Profit From Trump's Semiconductor Tariffs
The tech sector is no stranger to market-leading gains. Over the past eight years, it's finished first or second among the S&P 500's 11 sectors five times.
White House says it's working out legality of Nvidia and AMD China chip deals
The Trump administration is still working out the details of its 15% export tax on Nvidia and could bring deals of this kind to more companies, the White House said Tuesday. "Right now it stands with these two companies.
Advanced Micro Devices Rises 18% in a Month: Buy or Hold the Stock?
AMD projects strong Q3 growth with AI, gaming, and client demand despite export curbs hitting margins and Q2 results.
Nvidia Vs. AMD: Navigating Trump And China
U.S.-China trade tensions remain a key chokehold for Nvidia Corporation and Advanced Micro Devices, Inc., whose growth upside hinges on the fate of whether and when they'll resume AI chip exports to China. Further complicating the situation is President Trump's recent imposition of a 15% revenue sharing program on related sales. This accordingly injects new downside risks to their forward growth estimates, countering potential over-optimism currently priced into their valuations following the mid-July reversal of China export curbs.
AMD Paves Path for Market Share Gains: Stock Rally Has Just Begun
Advanced Micro Devices' NASDAQ: AMD share price is rebounding so strongly in 2025 because the outlook originally priced into the market in 2023/2024 has finally been affirmed. If you are wondering if its share price can continue to rise, the answer is yes.
AMD: The Rally Has Legs
Amid a precipitous slowdown in its Data Center business, investors are questioning the sustainability of AMD's recent stock surge, as evidenced by its recent volatile price action. In today's report, we discuss AMD's Q2 2025 earnings and its prospects of becoming the Pepsi to Nvidia's Coke. With Mi350x, AMD achieved hardware performance parity with Nvidia. While the CUDA lock-in could limit meaningful market share capture, AMD looks destined for a bigger piece of the AI pie.
Chance for Nvidia, AMD China Rebound Hit by Domestic Chip Drive
Key Points in This Article: Nvidia (NVDA) and Advanced Micro Devices (AMD) secured U.S.
A Look At Nvidia And AMD's $3 Billion Export “Tax” Deal With Trump
Two of the largest companies in the world, Nvidia and AMD, have agreed to pay the U.S. 15% of their revenues from sales of chips and semiconductors to China. This agreement can be viewed as a win-win for technology conglomerates and the U.S. government, as it enables Nvidia and AMD to expand their market share for their products while allowing the U.S. to collect upwards of $3 billion more in incremental revenue from export activities.
AMD: Way Too Early To Take Profits Now
Advanced Micro Devices, Inc. has staged an incredible comeback, driven by robust Q2 results and momentum in its data center CPU and AI chip businesses. Despite cyclical volatility in Client and Gaming segments, AMD's forward valuation remains attractive, with upside potential as AI chips start to scale. Geopolitical risks and China export complexities pose near-term uncertainties.
