Advanced Micro Devices, Inc. (AMD)
U.S. Government to Take Cut of Nvidia and AMD A.I. Chip Sales to China
In a highly unusual arrangement with President Trump, the companies are expected to kick 15 percent of what they make in China to the U.S. government.
Nvidia and AMD to pay 15% of China chip sales revenues to the U.S. government, FT reports
In exchange for 15% of revenues from the chip sales, the two chipmakers will receive export licenses to sell Nvidia's H20 and AMD's MI308 chips in China, according to the Financial Times. Nvidia CEO Jensen Huang met with Trump last week, the FT reported.
Nvidia and AMD reportedly will give U.S. government 15% of its China chip revenues
Nvidia Corp. and Advanced Micro Devices Inc. will give 15% of their chip revenue from sales in China to the U.S. government as a condition of receiving new export licenses, according to a report Sunday.
Nvidia, AMD To Give 15% Of China Chip Revenue To U.S. Government: FT
Nvidia and Advanced Micro Devices have agreed to give the U.S. government 15% of China chip sale revenue, the Financial Times reported Sunday.
Trump's $12-$15 Trillion of New Capital Makes These 4 AI Stocks (and 1 ETF) a Buy
The passage of the Big Beautiful Bill (BBB) gave economic stability, assuring of tax cuts that stimulate investment, job creation, and GDP growth.
AMD: Inference Is The Future Of AI
AMD is strategically positioned to dominate the rapidly growing AI inference market, which could be 10x larger than training by 2030. The MI300X's memory advantage and ROCm's ecosystem progress make AMD the cost-efficient, open alternative as AI workloads shift to inference. Strong Q2 results, robust data center growth, and hyperscaler/sovereign demand support my price target, with multi-segment upside potential.
AMD: Record-Breaking Q2, But Don't Buy Until $156
I explain why I maintain a 'strong buy' rating on AMD, but recommend waiting for a dip to the mid-$150s before adding to positions. AMD's record free cash flow, strong balance sheet, and leadership in server/desktop CPUs support the long-term bull thesis. Short-term risks include recent EPS miss, AI GPU revenue decline, and elevated valuation metrics (especially forward EV/EBITDA).
AMD: Q3 Guidance Leaves Out China -- A Trade Deal Could Be A Nice Surprise
I reiterate my strong buy rating on Advanced Micro Devices, Inc. I now expect the share price to test the $200s before year-end. In my view, the likely approval of MI308 GPU exports to China is a key catalyst ahead, as the current guidance excludes China sales. The MI350 GPU ramp, plus record EPYC CPU sales, should, I believe, push AMD Q3 revenue past management's and the Street's estimates and hold gross margins near 54%.
Can Advanced Micro Devices Test $200?
A day after missing earnings, shares of Advanced Micro Devices are soaring. Wells Fargo reiterated its overweight rating on AMD with a $185 price target.
How AMD Stock Falls To $80
AMD stock (NASDAQ:AMD) has had a strong run this year so far, rising nearly 35% since early January, driven by recovering CPU demand and investor enthusiasm around generative AI. But with the stock now trading at a lofty 42x forward earnings, investors may want to pause and ask: how much of this valuation is justified, and how much is riding on high expectations?
Analysts revise AMD stock price target
Advanced Micro Devices (NASDAQ: AMD) posted mixed Q2 2025 earnings on Wednesday, August 5, surprising the market with an overall revenue of $7.7 billion (up 32% year-over-year) but failing to deliver on earnings per share (EPS), which sat at $0.48, down from $0.69 last year.
Why I Am Still Choosing AMD Over Nvidia
I remain bullish on Advanced Micro Devices, Inc., reiterating my Buy rating due to significant upside potential, especially as the AI inference cycle accelerates in 2025. Q2 was a transitional quarter; short-term margin and data center revenue concerns are outweighed by the ramp-up of MI350 GPUs and AI-driven growth. My AMD valuation models suggest a 15% to 6X upside, depending on AMD's ability to capitalize on AI inference and the commercial success of MI350 GPUs (a risk in itself).
