Advanced Micro Devices, Inc. (AMD)
AMD's Support Could Help Fermi Stock Overcome Its Biggest Hurdle
Chip designers are quietly providing credit support for the physical deployment of their own hardware. This direct financing maneuver helps to de-risk power infrastructure projects, transforming speculative infrastructure stocks into asymmetrical momentum vehicles as the artificial intelligence (AI) energy bottleneck tightens.
The Real AMD Catalyst Investors Are Sleeping On Isn't What You Think
Everyone is watching AMD's GPU ramp, but a quieter force inside the data center may be the one that actually drives the stock through 2027. Here is why most investors have their eyes on the wrong product line.
AMD: TSMC Just Fired A $175 Billion Warning Shot
Advanced Micro Devices, Inc.'s recent pullback represents a compelling buying opportunity as accelerating agentic AI adoption reinforces structural demand for its server CPUs and accelerators. Meanwhile, TSMC's Q3 earnings outperformance and accelerating N2 production ramp suggest strengthening supply visibility for AMD's higher-value next-generation data center portfolio. This supports expanding EPYC Venice and Instinct MI455X deployments, corroborating a favorable mix shift that underpins incremental margin expansion and potential earnings upside.
AI Trade Takes Another Hit Thursday as Tech Sell-Off Continues
The AI trade is having a rough week.
Advanced Micro Devices vs. Arm: Which Tech Stock Is a Better Buy in 2026?
Advanced Micro Devices demonstrates strong momentum in AI accelerators and data center processors, with revenue growth exceeding 34% in its latest fiscal year. Arm maintains a dominant position in the mobile market, with its architecture powering over 99% of smartphones.
Nvidia, AMD and Micron plunge premarket as AI stocks face a brutal new reality
Nvidia, AMD and Micron stocks fell in Thursday pre-market trading as Wall Street's AI sell-off shifted from concerns about demand to questions over who can afford to keep financing the infrastructure boom. Nvidia slipped 1.8%, AMD dropped 2.5% and Micron lost 4%, while Nasdaq 100 futures fell about 1.3%.
Agentic AI Could Push This Trillion-Dollar Chipmaker to New Heights, According to Wall Street Analysts
The rise of agentic AI will require significant expansion in compute. Analysts see this chipmaker as one of the biggest beneficiaries.
AMD Stock Takes a Bigger Hit as Cracks Emerge in the AI Trade
AMD shares fell 5.7% as CoreWeave's bond selloff raised concerns about AI spending and demand for chips.
Advanced Micro Devices Stock Surges 183% YTD: Time to Hold or Exit?
AMD stock surges 182.8% YTD, fueled by AI demand, data center growth, and strategic partnerships. Yet premium valuation and supply constraints raise concerns.
Earnings Growth & Price Strength Make Advanced Micro Devices (AMD) a Stock to Watch
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Is AMD Even a Real Threat to Nvidia or Just a Pricing Lever?
AMD just posted record Data Center revenue and claims its Helios racks deliver cheaper tokens than anything NVIDIA sells.
Jim Cramer isn't giving up on semiconductor stocks despite the sell off. Here's why
CNBC's Jim Cramer said investors shouldn't give up on semiconductor stocks despite the recent sell-off, arguing that strong demand for chips continues to support the industry's long-term growth. Cramer highlighted Micron's long-term customer agreements and the expanding use of CPUs from Intel and AMD as reasons the sector's underlying fundamentals remain strong.
