Advanced Micro Devices, Inc. (AMD)
Why Is Advanced Micro (AMD) Down 5.2% Since Last Earnings Report?
Advanced Micro (AMD) reported earnings 30 days ago. What's next for the stock?
Want to Know if AMD is Gaining on Nvidia? Look Here.
AMD just posted its best data center growth in years while Nvidia guided margins lower, and one number buried in both earnings calls reveals whether the AI chip race is actually tightening or if the gap is as wide as
AMD is Quietly Eating Intel's Lunch
AMD and Intel both posted blockbuster data center quarters, but one company is bleeding billions from its own factories while the other signs gigawatt GPU deals with Anthropic and Microsoft.
Can AMD's Saudi AI Buildout Challenge NVIDIA and Broadcom?
AMD is scaling its Saudi AI push with HUMAIN, targeting 250 MW from 2027 and up to 1 GW by 2030 as it challenges NVIDIA and Broadcom.
AMD: Winning The Next Phase Of The AI Supercycle
Advanced Micro Devices, Inc. is rated Bullish, leveraging Helios rack-scale systems and acquisitions to lead agentic AI inference and challenge Nvidia's CUDA moat. Multi-gigawatt hyperscaler contracts and a 30% tokens-per-dollar cost advantage underpin long-term EPS growth and margin expansion for AMD. Key risks include potential U.S. bans on Chinese optical transceivers, which could disrupt Helios rack deployments and compress AMD's high forward valuation.
Jensen Huang Says the $3.5 Billion MediaTek Deal Is Not Circular. The Decade Long Roadmap Is the Real Tell.
Jensen Huang calls NVIDIA's $3.5 billion MediaTek investment anything but circular, but the ten-year horizon buried in his explanation points to a competitive pressure he is not saying out loud.
AMD: The Next $1 Trillion Company
Advanced Micro Devices, Inc. delivered strong Q2 results with 50% revenue and 82% EPS growth, driven by data center strength. Despite robust growth and guidance above consensus, gross margin is guided flat at 56% due to HBM4 cost pressures. Valuation remains elevated with a non-GAAP P/E of 81.72 and FCF yield at 1.1%, but the forward earnings outlook is more favorable post-drawdown.
Prediction: This Stock Could Be the Next Big AI Winner
AMD has already doubled in 2026 while Lisa Su insists the AI buildout is barely getting started, but a sky-high valuation and tightening export controls raise the question of whether the real gains are still ahead or already behind us.
AMD vs. Alphabet: One Stock Could Be the Surprise AI Winner
AMD has already surged triple digits this year while Alphabet trades at a bargain valuation despite exploding cloud growth, and choosing between them now could define your AI portfolio returns through 2030.
AMD: Buy This Post-Earnings Pullback
AMD delivered 50.1% revenue growth to $11.54 billion while non-GAAP operating income surged 245% on substantial gross margin expansion. Data center segment revenue rose 107% year-over-year, driven by accelerating server CPU demand and broadening enterprise AI workload adoption momentum. Major hyperscalers including Anthropic, OpenAI, and Meta committed multiple gigawatts of Helios rack-scale systems and Instinct GPU deployments globally today.
AMD: Still Eating Intel's Lunch
Advanced Micro Devices, Inc. stock is in a lull after a massive run-up. AMD continues to dominate in the data center CPU space. With EPYC Venice on the horizon, AMD stock appears poised to continue moving higher.
Nvidia, AMD, Intel stocks slide premarket: why investors are suddenly taking profits
Nvidia, AMD and Intel stocks fell in Friday premarket trading as investors took money off the table less than 24 hours after Nvidia's blockbuster earnings sparked a semiconductor rally. Nvidia and AMD were down about 1.5%, while Intel slipped more than 2%.
