Advanced Micro Devices, Inc. (AMD)
Seagate vs. AMD: Which AI Infrastructure Stock Has the Edge?
STX's storage-focused AI strategy, HAMR roadmap and valuation give it an edge over AMD in the race to capitalize on AI infrastructure.
Prediction: AMD Stock Will Hit $650 on This Date
AMD is having a moment. Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) has ridden the AI infrastructure boom to a 117.79% year-to-date gain, with Q2 2026 Data Center revenue growing 107% year-over-year to a record $6.7 billion.
AMD: The AI Infrastructure Flywheel Is Finally Turning (Rating Upgrade)
Advanced Micro Devices is upgraded to Buy as Data Center revenue surges 107% YOY, now comprising 58% of total revenue. AMD's AI infrastructure portfolio—EPYC, Instinct, and Helios—creates a flywheel effect, deepening customer relationships and expanding the addressable market. Earnings visibility has improved, with a credible path to $15+ EPS in 2027 and the potential to exceed $20, supporting the current valuation.
AMD is betting on dirt-cheap AI chips, but financing them is a major question mark
AMD just acquired a company whose chip is fast, inexpensive and a total mystery for lenders.
AMD's Helios Platform And Explosive EPS Growth Make It A Buy
Advanced Micro Devices, Inc.'s AI-focused hardware, especially the Helios rack-scale platform, is expected to drive rapid growth, justifying its premium valuation for aggressive growth investors despite near-term margin and competition risks. Despite some near-term market concerns over margins and valuation, its innovations in AI infrastructure and strategic partnerships position it for continued upside and robust long-term growth. The company's open architecture approach gives it a key advantage over Nvidia, enabling greater flexibility and broader industry adoption.
One of Wall Street's Best-Known Hedge Funds Just Loaded Up on These 5 Stocks
Lee Ainslie's Maverick Capital executed one of its most dramatic portfolio rotations in years, pivoting away from mature chip leaders and consumer discretionary names.
AMD stock has surged 126%: why are strong AI numbers no longer enough?
Advanced Micro Devices stock (NASDAQ: AMD) is up roughly 126% in 2026, but the chipmaker is discovering that spectacular AI growth no longer guarantees an enthusiastic response from investors. The stock closed Tuesday at $484.39, down 4.27%.
Cerebras Unveils CS-4, OpenAI and AMD Partnerships to Accelerate AI Inference
Cerebras Systems NASDAQ: CBRS outlined a product roadmap centered on faster AI inference, expanded data-center capacity and new partnerships with OpenAI, Arista Networks and Advanced Micro Devices during a company event led by CEO and Co-Founder Andrew Feldman.
AMD's $1.3 Billion Portfolio Reveals Its Biggest Investments and Where AI Demand Lands Next
On August 14, 2026, Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) filed its first-ever 13F, pulling back the curtain on a $1.31 billion equity portfolio concentrated in just six positions.
Move Over, Nvidia: Why AMD's Latest Acquisition Could Redefine Direct-Silicon AI Inference
Just as investors were busy digesting that massive $500 billion Wall Street deal and the risks they entail if there is an AI bubble, Nvidia (NASDAQ:NVDA | NVDA Price Prediction) went on to back an OpenAI data center project with a whopping $105 billion.
With Export Controls, Nvidia, AMD And Intel Lose Much More Than Sales
News from China continues to reveal the damage of export controls foisted on U.S. chipmakers by the Biden administration. The controls have in varying ways remained in place under the second Trump administration, only for them to be given more life by Senators Elizabeth Warren (D-MA), Jim Banks (R-IN), Chuck Shumer (D-NY), Tom Cotton (R-AR).
Why is the AI chip trade cracking? Nvidia, AMD and Intel slide premarket
Nvidia, AMD and Intel shares fell in US premarket trading Tuesday as a jump in long-term Treasury yields triggered a retreat from technology and semiconductor stocks. Nvidia slipped more than 2%, while AMD, Intel, and Marvell fell between 2.6% and 4.8%.
