Advanced Micro Devices, Inc. (AMD)
AMD: Feels Like A Trap, I'm Selling 40% At The Peak
Advanced Micro Devices, Inc. is downgraded from Strong Buy to Buy based on elevated valuation metrics after a significant rally. AMD's Q3 2025 earnings were strong, with beats on EPS and revenue, but forward guidance and high EV/EBITDA and P/FCF ratios raise caution. I reduced my AMD position by 40%, reallocating funds to Qualcomm, which appears much cheaper on multiple valuation metrics.
AI Spending Surge, Contrarian Take On Tech Stocks
AI remains the dominant driver of tech market momentum, with CapEx surges from OpenAI and Tier 1 players fueling bubble concerns. Tech Contrarians explains the market's AI obsession, and why fears of a bubble might be premature.
AMD Rides on Growing Data Center Footprint: Buy or Hold the Stock?
Advanced Micro Devices projects a $1T data center market by 2030 and over 80% AI revenue CAGR, but valuation and NVIDIA rivalry test investor conviction.
Qualcomm vs. Nvidia and AMD: The Next Big AI Stock?
Qualcomm ( QCOM ), well known for its leadership position in mobile and automobile semiconductor products, recently announced its foray into the AI chip industry. Though Nvidia ( NVDA ) and more recently Advanced Micro Devices ( AMD ) have led the AI semiconductor space thus far, Qualcomm may be positioning itself in a niche that could propel it to a leading role and put a bid under the stock price.
AMD and Intel in focus as broker sees "stronger than seasonal" PC demand
UBS is expecting global PC unit sales to grow by around 3% in 2026, helped higher by the Windows 10 end-of-life upgrade cycle and higher adoption of AI PCs.
Nvidia Or AMD: Which Stock To Bet On?
Advanced Micro Devices increased by 9.0% in Wednesday's trading, after the company indicated that it expected annual data center chip sales of $100 billion within the next five years, with its earnings more than tripling.
Big Banks Up, Speculative AI Down in Hump Day Markets
The Dow closed over 48K for the first time, while the Nasdaq gave back -0.25% today. And Cisco posted a Q1 beat late.
S&P 500 Gains and Losses Today: AMD Surges on Upbeat Outlook; Palantir Stock Slides
A semiconductor stock powered higher after the company highlighted strong demand trends and provided an upbeat sales forecast at its first-ever analyst day. Meanwhile, shares of an artificial intelligence software firm gave back some of their recent gains.
Lisa Su says AMD is moving at an 'incredible pace' as the chipmaker's value explodes
AMD CEO Lisa Su praised the Trump administration's artificial intelligence policies, predicted a $1 trillion data center market and more on "The Claman Countdown."
AMD: Lisa Su Has Finally Spoken
Advanced Micro Devices, Inc. CEO Lisa Su has unveiled the company's blueprint for capitalizing on the $1 trillion AI compute opportunity over the next three to five years. The latest AMD forecast is double of the $500 billion total addressable market AMD had projected just a year ago, highlighting favorable AI demand dynamics ahead to underpin its long-term earnings growth trajectory. AMD's upcoming product roadmap, which includes its first Helios rack-scale system ramp, represents the fundamental catalyst in reinforcing its multi-year AI growth target of 80%.
Top Stock Movers Now: AMD, On Holding, Circle Internet Group, and More
Major U.S. equities indexes were mixed at midday Wednesday ahead of a vote to fund the federal government and end the 43-day shutdown. The Dow Jones Industrial Average rose to a record high but they Nasdaq and S&P 500 were lower.
AMD Shares Soar 9% After CEO Predicts $1 Trillion Data Center Market
Su, who holds roughly 4.7 million AMD shares, had her net worth increase by $123 million (7.9%) to $1.7 billion on the chipmaker's stock jump.
