Advanced Micro Devices Inc. (AMD)
AMD: AI And Data Centers Lead The Charge (Rating Upgrade)
I cautiously upgraded Advanced Micro Devices, Inc. to “Buy” due to its strong Q2 results, including a 9% YoY revenue increase and an 18% rise in non-GAAP EPS. AMD's data center segment saw a 115% YoY revenue surge, driven by Instinct MI300 GPUs and EPYC CPUs, positioning it well for future growth. Despite challenges in gaming and embedded segments, AMD's focus on AI and data center expansion, including the Silo AI acquisition, supports long-term growth.
Advanced Micro Devices Stock Overdue for a Bounce
Since hitting all-time highs in March, shares of chipmaker Advanced Micro Devices, Inc. (NASDAQ:AMD) have taken a step back on the charts.
AMD Gains Momentum With AI: Can It Beat Expectations?
Advanced Micro Devices AMD is gaining traction with AI. NVIDIA remains the leader because of its first-mover advantage, but there are other significant players, and AMD is the leader.
Nvidia, AMD extend losses in ASML-fueled chip sell-off
ASML Holding (ASML) extended losses after the company trimmed its guidance, sounding the alarm of weakness in the sector and fueling a semiconductor stock sell-off. Chipmakers lost more than $420 billion in market value, with names like Nvidia (NVDA), Advanced Micro Devices (AMD), and Applied Materials (AMAT) tumbling.
Cathie Wood is Incredibly Bullish on These 2 AI Stocks
Famed innovation investor Cathie Wood is attempting to stage a comeback after a somewhat sluggish past few years.
Better Semiconductor Stock: AMD vs. Intel
These chipmakers are battling for supremacy in AI.
Advanced Micro Devices, Inc. (AMD) is Attracting Investor Attention: Here is What You Should Know
Recently, Zacks.com users have been paying close attention to Advanced Micro (AMD). This makes it worthwhile to examine what the stock has in store.
AMD Launches New Artificial Intelligence (AI) Chips: Should Nvidia Investors Be Worried?
AMD is trying to make a dent in the AI graphics card market, but will it be able to eat into Nvidia's market share?
White House considers expanding Nvidia and AMD's AI chip export limits to additional countries
The Biden administration has privately discussed capping sales of advanced AI chips from Nvidia and AMD to certain Persian Gulf countries in the interest of national security, Bloomberg reported on Monday. The restriction could put a ceiling on export licenses for certain countries, potentially Saudi Arabia and the United Arab Emirates, which are heavily investing in AI data centers.
Why Nvidia, AMD, Arm Holdings, and Other Artificial Intelligence (AI) Stocks Sank on Tuesday
Even as the adoption of AI accelerates, there will be inevitable bumps in the road.
Nvidia, AMD shares extend drops as investors get spooked — but should they be?
An ASML warning about the health of the semiconductor market is one factor weighing on AI chip stocks Tuesday — but one analyst says Nvidia investors shouldn't be worried.
Nvidia, AMD slump as US discusses AI chip export controls
Chip stocks tumbled Tuesday morning, with NVIDIA Corp (NASDAQ:NVDA, ETR:NVD) dropping 5% after reaching a record-high close the previous session. The PHLX Semiconductor Index (SOX) fell 4%, weighed down by declines in Arm Holdings (ARM), KLA Corp (NASDAQ:KLAC, ETR:KLA) (KLAC), Advanced Micro Devices (AMD), and ASML Holding (ASML).
