Advanced Micro Devices, Inc. (AMD)
Vultr to invest $1 billion in Ohio AI cluster using AMD chips
Cloud infrastructure company Vultr said on Tuesday it would invest more than $1 billion to launch a new artificial intelligence cluster powered by Advanced Micro Devices' processors at a new data center in Springfield, Ohio.
Why AMD's stock is this analyst's best idea for chip investors next year
The chip maker will start ramping its first rack-scale solution, Helios, and its MI450 series of AI accelerators in mid-2026. TD Cowen says investors should get in before then.
AMD: The AI Infrastructure Runner-Up Might Be The Better Bet
AMD remains a Buy as the runner-up in AI GPUs and leader in CPUs, with robust growth prospects despite recent share price volatility. Q3 delivered record revenue of $9.25B (up 35.6% Y/Y), driven by data center and a strong rebound in client and gaming segments. Strategic advances include the first N2 process GPU, a multi-year OpenAI partnership, and ROCm 7 software to challenge Nvidia's CUDA dominance.
Instinct GPUs Drive Data Center Growth: What's Ahead for AMD Stock?
AMD's data center AI momentum surges with Instinct GPUs, new partnerships and a $1T market outlook by 2030.
Should AMD Investors Worry About Google TPUs and the DRAM Shortage?
Shares of Advanced Micro Devices (NASDAQ:AMD) have not had a good November, now down 18% in the past month, thanks in part to the AI valuation sell-off and a slew of developments that have impacted the semiconductor scene.
The Only Real Reason To Buy AMD Stock
You've seen the chart. You've heard the pitch.
AMD: Multiple Tailwinds But Higher Uncertainty (Rating Upgrade)
Advanced Micro Devices, Inc. remains a GARP stock with significant upside, driven by Data Center AI chips and expanding partnerships. AMD projects robust growth, and I model 31% revenue CAGR through 2030, with market share gains in Data Center and robust growth in Client & Gaming. A base-case fair value estimate for AMD is ~$269.4, making it a Buy under ~$211, though high uncertainty persists due to long-term forecasts.
5 Stocks to Buy Before Santa Claus Comes to Town
November was a challenging month for stocks, as macroeconomic concerns and concerns about an AI bubble weighed on prices. Most S&P 500 NYSEARCA: SPY stocks moved lower, but there is good news.
Nvidia's AI Moat Is Deep. Can AMD, Google Break In?
Nvidia (NASDAQ:NVDA) is the leading company in the AI surge. Its chips power nearly every significant frontier model and data center expansion.
S&P 500 Gains and Losses Today: Nvidia, AMD Slide After Report of Google AI Chip Deal; Best Buy Stock Jumps
Several top AI chipmakers lost ground as a potential deal between two Big Tech giants underscored competitive pressures in the market. Meanwhile, shares of an electronics retailer moved higher after a strong quarterly report.
Why NVDIA, AMD and Super Micro Computer Are Down Big Today
On a day when the tech sector is doing its best to prop up market sentiment, some of its biggest names are lagging behind.
Why a December Fed Cut Will Reignite the 2025 Bull Market
While the recent correction rattled investors, the broader landscape shows more reasons for optimism than fear.
