Advanced Micro Devices, Inc. (AMD)
Daily Market Alert: Chip Stocks Surge on TSMC, China Moves to Restrict Nvidia, Wells Fargo Upgrades AMD
1. Wells Fargo crowns AMD the new chip king. The bank upgraded semiconductor stocks this morning with AMD as its top pick—a bold call considering Nvidia's dominance.
After Taiwan Semi's Earnings Blowout, These 3 Chip Stocks Are Positioned to Dominate
Taiwan Semiconductor Manufacturing Company crushed Q4 earnings, reporting record profits that blew past Wall Street's expectations.
Did AMD Just Leapfrog Nvidia?
Advanced Micro Devices, Inc. unveiled the MI455X at CES 2026, signaling a strategic shift in AI chip design. AMD targets memory capacity and inference efficiency, aiming to leapfrog Nvidia by addressing emerging AI bottlenecks. The MI455X's 2nm node and 432GB HBM4 enable large models to reside in GPU memory, reducing GPU count and interconnect reliance.
AMD: The Trillion-Dollar Rack-Scale Arbitrage Behind The OpenAI Deal
Advanced Micro Devices is rated a strong buy, driven by its transition to a structural AI infrastructure leader with a $1T TAM by 2030. AMD's Helios rack-scale architecture, OpenAI's 6-gigawatt deal, and ZT Systems integration underpin a path to $20+ non-GAAP EPS and significant margin expansion. Technical analysis targets $350–$450/share by 2026–2027, with consolidation near $193–$260 providing an optimal risk-reward entry point.
AMD, Intel Pop After a Pair of Upgrades. Here's Why One Wall Street Bull Likes the Stocks
A pair of chipmakers were among the top performers in the S&P 500 and Nasdaq Tuesday after the stocks won fresh bullish calls on Wall Street.
Investors should buy AMD's stock now: This analyst explains why he changed his mind
The chip maker is almost sold out of server CPUs this year, while demand for its AI chips should support up to $15 billion in revenue, KeyBanc said.
Advanced Micro Devices (AMD) Outperforms Broader Market: What You Need to Know
The latest trading day saw Advanced Micro Devices (AMD) settling at $207.67, representing a +2.21% change from its previous close.
Why AMD Stock Can Fall
Advanced Micro Devices (AMD) has faced difficulties in the past. Its stock has decreased by over 30% within less than two months on as many as 14 different occasions in recent years, erasing billions in market value, and undoing substantial gains during a single correction.
Here Are My Top 10 Artificial Intelligence (AI) Stocks for 2026
AI hardware players are expected to have another great year. Cloud computing companies will continue to see demand outstrip supply.
AMD: Serious AI-Driven Upside In 2026
AMD is emerging as a formidable competitor to NVIDIA in AI accelerators, driven by a robust product pipeline and strong data center momentum. AMD's data center revenue surged 34% QoQ to $4.3B, with operating income up 793% YoY, reflecting rapid adoption of MI300 and anticipation for MI400 chips. The MI400 series, launching in 2026, targets hyperscalers and inference workloads, positioning AMD to capitalize on accelerated computing's projected 42% CAGR through 2029.
6 Hypergrowth Tech Stocks to Buy in 2026
Each of the six companies benefits from the insatiable demand surrounding AI. Both Nvidia and Taiwan Semiconductor are in the trillion-dollar market cap club.
AMD: Golden Buying Opportunity After Sentiment-Driven Selloff
Advanced Micro Devices, Inc. shares have declined nearly 20% since late October, driven by sentiment rather than fundamentals. Q3 results were strong, with a 5.6% revenue surprise and 35.6% YoY revenue growth, outpacing Q2. Forward revenue growth revisions remain positive, reinforcing confidence in AMD's growth trajectory.
