Advanced Micro Devices, Inc. (AMD)
AMD: The Bull Case Requires Nvidia To Fail
Advanced Micro Devices, Inc. is now perceived as Nvidia's main AI competitor, but current valuations price in near-perfect execution. Market expectations assume sustained AI demand, rapid AI accelerator share gains, and continued server growth—all simultaneously, which is unlikely. Valuation model estimates AMD's intrinsic value at $220.36 per share, about 55% below the current market price.
4D Molecular: 'Buy' Wet-AMD Study Readouts 2027 And DME Expansion Opportunity
4D Molecular Therapeutics, Inc. maintains a Buy rating, driven by advancing 4D-150 gene therapy for Wet-AMD and DME into late-stage pivotal trials. FDMT's 4D-150 demonstrated up to 89% reduction in injection burden and maintained visual acuity over two years, with phase 3 topline data expected in 2027. Strong financial position with $458M cash and milestone payments, supporting operations into 2H 2028 and minimizing near-term dilution risk.
AMD's stock climbs, and a new Microsoft deal is only part of the reason
Chip stocks were broadly recovering Monday, and AMD investors are gearing up for a big product event later in the week.
AMD Gains a Major Customer for Its Latest Tech Ahead of Its ‘Advancing AI' Event—Here's What You Need to Know
A major new customer for Advanced Micro Devices' latest tech has the chipmaker's stock rising to start what could be a pivotal week for the Nvidia rival.
AMD's Game-Changing Moment Has Arrived
Advanced Micro Devices, Inc. enters a pivotal catalyst week with its Advancing AI event, potentially redefining its multi-quarter growth trajectory. Surging demand for AMD's server CPUs and Instinct GPUs, fueled by agentic AI, has accelerated data center revenues to ~$19B, now half of total revenues. Anticipation centers on potential TAM expansion, new product launches (MI450/455 GPUs, Venice EPYC CPUs), and high-profile customer wins, possibly including Anthropic.
AMD stock gets a big boost from Microsoft ahead of AI event
Advanced Micro Devices (AMD) stock is pushing higher on Monday morning after the chipmaker announced a major, full-stack expansion of its strategic partnership with Microsoft (MSFT). The centerpiece of the new deal is MSFT committing to deploy AMD Helios Rackscale Solution “at scale” within its Azure cloud infrastructure.
AMD Just Got a Potential AI Heavyweight Customer. Here's The New Price Target
The AI infrastructure land grab has a new potential domino.
SK Hynix Jumps 5%, AMD Rises 4% as Korea Becomes the New Catalyst for Global Chip Stocks
Shares of SK Hynix (NASDAQ:SKHY) are up 5% to $161.42 in Monday's early trading, leading a broad rebound across global chip stocks.
Prediction: Investors Will Be Happy if They Buy AMD Stock Before the Company's Big AI Event on July 22
AMD looks poised to rally with the company likely to make some big announcements at its Advancing AI event on July 22. New customer announcements are likely the biggest catalyst for the stock.
AMD Stock Is a Fraction of Nvidia's Size but Trades on the Same AI Story. Here's Where the Two Actually Diverge.
Nvidia's dominance in AI acclerators completely redefined the company. AMD continues to hold to a more diverse approach to data center components, changing less than Nvidia over time.
AMD: What I'm Watching Into The August 4 Earnings Print
Advanced Micro Devices is rated Buy, with fair value at $580, supported by a robust server-CPU franchise and contracted AI accelerator demand. AMD's server-CPU business is a high-margin, share-gaining engine, with TAM doubled to $120B+ by 2030 and 70%+ revenue growth guided for Q2. Contracted 12GW Instinct pipeline (Meta, OpenAI) and operating leverage de-risk 2027 earnings ramp, making the forward multiple less risky than it appears.
Stocks skid to losing week as Chinese AI fears fuel chipmaker rout
Mounting concerns over massive AI spending and the potential to create an “AI bubble” have fueled weeks of choppy tech stock trading.
