Advanced Micro Devices, Inc. (AMD)
AMD: Catalysts Align Ahead Of A 2025 Inflection Point
Advanced Micro Devices, Inc.'s stock is undervalued despite strong business fundamentals, presenting a compelling long-term investment opportunity with a projected V-shaped recovery. The data center segment remains the cornerstone of AMD's growth strategy, with upcoming Instinct MI350/MI400 GPU launches and robust EPYC demand reinforcing acceleration. Tariff clarity and the strategic acquisition of ZT Systems are expected to lift key risk overhangs as well, and refocus investor attention on AMD's improving fundamentals.
4 Stocks to Watch From a Challenging Technology Solutions Industry
Amid supply-chain woes, Computer - Integrated Systems players like IBM, AMD, MU and IONQ benefit from the demand for integrated solutions and multi-cloud model adoption.
AMD: Q1 Performance Tests My Bear Thesis, But Risks Persist, Upgrade
AMD's Q1 2025 beat expectations with revenue up 36% YoY to $7.4 billion and EBIT up 57% YoY to $1.78 billion. Despite strong AI CAPEX, AMD's 2025 revenue and EBIT estimates fell 3% and 11% YTD, suggesting ongoing struggles against Nvidia. U.S.-China export controls threaten a ~$1.5 billion revenue hit in 2025, including a $700 million impact in Q2.
Buy the Spike in AMD Stock After Q1 Earnings?
Advanced Micro Devices' AMD stock has risen 5% since surpassing its Q1 expectations on Tuesday, with the post-earnings rally gaining steam as President Trump boosted markets by announcing a new trade deal with the United Kingdom.
Nvidia, AMD Stocks Rise as Trump Plans to Scrap Biden's Chip-Export Rules
Nvidia gained sharply alongside other chip stocks after the Commerce Department said it doesn't intend to implement AI processor restrictions drawn up under the Biden administration.
'Fast Money' traders react to report Pres. Trump going to rescind global chip curbs
The 'Fast Money' traders react to report Pres. Trump going to rescind chip curbs.
AMD upgraded as AI and PC momentum offset China, gaming risks
Bank of America upgraded Advanced Micro Devices Inc (NASDAQ:AMD, ETR:AMD) to Buy after its first-quarter results, highlighting strong growth potential in AI chips, gains in PCs and servers, and an attractive valuation. The bank raised its price objective to $120 from $105, implying roughly 22% upside from AMD's Monday closing price of $98.62.
AMD CEO Lisa Su on tariff impact: We are confident consumers are not making short-term decisions now
Lisa Su, CEO of AMD, discusses the company's most recent earnings and how tariffs are impacting the business.
AMD Q1 Earnings Top Estimates, Revenues Up Y/Y, Shares Rise
Advanced Micro Devices' Q1 2025 results reflect robust Client and Data Center revenues, offsetting weakness in the Gaming and Embedded segments.
Tech Earnings: Advanced Micro Devices, Super Micro Computer
Advanced Micro Devices Inc (NASDAQ:AMD) and Super Micro Computer Inc (NASDAQ:SMCI) announced first- and fiscal third-quarter results, respectively, after yesterday's close.
AMD little moved despite being 'much more upbeat than expected' on outlook
Advanced Micro Devices Inc (NASDAQ:AMD) shares were little moved by an earnings report that showed quarter-on-quarter decline in revenues and profits, with the semiconductor group's AI sales better than feared. Analysts said AMD significantly outperformed in its traditional markets and provided a constructive outlook for its GPU business that may alleviate investor concerns on that front.
AMD Relieves Market Despite Ongoing Share Price Outlook Caution
The revision trend following the release included numerous share price reductions despite citing the very strong result, strength in core businesses, and outlook for market share gains.
