Advanced Micro Devices gears up for Q3 results with strong data center, client and gaming growth driving a 28% revenue surge.
Get a deeper insight into the potential performance of Advanced Micro (AMD) for the quarter ended September 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
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?
Advanced Micro Devices (AMD) has faced challenges in the past. Its stock has experienced declines of more than 30% within less than 2 months on 14 occasions across multiple years, erasing billions in market value, and wiping out substantial gains in a single correction.
Advanced Micro (AMD) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Advanced Micro Devices (AMD) stock has risen by 62.8% over the course of 21 trading days. The gains are driven in part by the company's major deal with ChatGPT maker OpenAI, to supply tens of thousands of its GPU chips for 6 gigawatts of computing capacity over the next five years.
Shares of underrated semiconductor firm Qualcomm (NASDAQ:QCOM) were off to the races on Monday, blasting off more than 11% in a single session, as news broke that the firm will be entering the AI chip race, clashing with titans like Advanced Micro Devices (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA).
Qualcomm Incorporated has entered the AI accelerator market, launching AI200 and AI250 chips to compete with Nvidia and AMD in data centers. QCOM's new products, set for 2026-2027, leverage its NPU technology and offer high memory capacity and energy efficiency for large language models. Despite recent stock gains, QCOM stock remains undervalued relative to peers, with strong financials and a history of consistent outperformance on earnings.
The US Department of Energy (DOE) has announced a $1 billion partnership with Advanced Micro Devices Inc (NASDAQ:AMD, ETR:AMD) to develop two next-generation supercomputers aimed at addressing major scientific and technological challenges, including nuclear energy, cancer research, and national security. The first system, named Lux, is scheduled to be operational within six months and will feature AMD's MI355X AI chips along with AMD CPUs and networking technology.
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Qualcomm announced that it will release new AI accelerator chips. Nvidia has dominated the market for AI chips, with AMD seen as the second-place player.
Advanced Micro Devices (NASDAQ:AMD) stock is having a pretty easy time outperforming Nvidia (NASDAQ:NVDA) so far this year, with an impressive 95% gain year to date versus just 31% for NVDA stock.