Advanced Micro Devices, Inc. (AMD)
Why AMD Stock Managed to Post Big Gains in This Week's Volatile Trading
AMD held an investor-day conference this week, and it helped the stock rise despite bearish valuation pressures in the AI category. Investors are betting AMD can win share from Nvidia in GPUs and keep winning share from Intel in CPUs.
This Critical AI Stock Is Now Building Factories in the U.S.
In the high tech universe, there is only a single common road that Nvidia ( NASDAQ: NVDA ) , Advanced Micro Devices ( NASDAQ: AMD ) , Apple ( NASDAQ: AAPL ) , Qualcomm ( NASDAQ: QCOM ) , Broadcom ( NASDAQ: AVGO ) and many others must go to get their chips made, no matter where they hail from.
3 AI Stocks That Can Outperform Nvidia
Artificial intelligence has been the most consequential catalyst for the stock market that may surpass the dotcom boom when it's all said and done.
AMD: Feels Like A Trap, I'm Selling 40% At The Peak
Advanced Micro Devices, Inc. is downgraded from Strong Buy to Buy based on elevated valuation metrics after a significant rally. AMD's Q3 2025 earnings were strong, with beats on EPS and revenue, but forward guidance and high EV/EBITDA and P/FCF ratios raise caution. I reduced my AMD position by 40%, reallocating funds to Qualcomm, which appears much cheaper on multiple valuation metrics.
AI Spending Surge, Contrarian Take On Tech Stocks
AI remains the dominant driver of tech market momentum, with CapEx surges from OpenAI and Tier 1 players fueling bubble concerns. Tech Contrarians explains the market's AI obsession, and why fears of a bubble might be premature.
AMD Rides on Growing Data Center Footprint: Buy or Hold the Stock?
Advanced Micro Devices projects a $1T data center market by 2030 and over 80% AI revenue CAGR, but valuation and NVIDIA rivalry test investor conviction.
Qualcomm vs. Nvidia and AMD: The Next Big AI Stock?
Qualcomm ( QCOM ), well known for its leadership position in mobile and automobile semiconductor products, recently announced its foray into the AI chip industry. Though Nvidia ( NVDA ) and more recently Advanced Micro Devices ( AMD ) have led the AI semiconductor space thus far, Qualcomm may be positioning itself in a niche that could propel it to a leading role and put a bid under the stock price.
AMD and Intel in focus as broker sees "stronger than seasonal" PC demand
UBS is expecting global PC unit sales to grow by around 3% in 2026, helped higher by the Windows 10 end-of-life upgrade cycle and higher adoption of AI PCs.
Nvidia Or AMD: Which Stock To Bet On?
Advanced Micro Devices increased by 9.0% in Wednesday's trading, after the company indicated that it expected annual data center chip sales of $100 billion within the next five years, with its earnings more than tripling.
Big Banks Up, Speculative AI Down in Hump Day Markets
The Dow closed over 48K for the first time, while the Nasdaq gave back -0.25% today. And Cisco posted a Q1 beat late.
S&P 500 Gains and Losses Today: AMD Surges on Upbeat Outlook; Palantir Stock Slides
A semiconductor stock powered higher after the company highlighted strong demand trends and provided an upbeat sales forecast at its first-ever analyst day. Meanwhile, shares of an artificial intelligence software firm gave back some of their recent gains.
Lisa Su says AMD is moving at an 'incredible pace' as the chipmaker's value explodes
AMD CEO Lisa Su praised the Trump administration's artificial intelligence policies, predicted a $1 trillion data center market and more on "The Claman Countdown."
