Advanced Micro Devices, Inc. (AMD)
AMD takes a shot at Nvidia by betting on AI's next big shift
AMD is betting the future of AI inference won't rely on a single chip. A new Cerebras pact reflects a shift toward "disaggregated inference.
I'm Buying ‘Fully Priced' AMD Because The Math Says I Should
I keep hitting the buy button on Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) even though the trailing P/E stares back at me at 207, and I want to explain why in plain terms.
Why Advanced Micro Devices (AMD) is a Top Momentum Stock for the Long-Term
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
AMD's $5 Billion Anthropic Deal Could Redraw the AI Chip Battle
Advanced Micro Devices NASDAQ: AMD is shifting away from piecemeal silicon sales toward a full-stack hardware offensive. Punctuated by a $5 billion equity stake in Anthropic and the immediate rollout of the Helios rack-scale architecture,
Why the Hyperscaler Spending Spree Might Put a Big Cushion Under Nvidia and AMD
There's been much concern about what could happen to the semiconductor trade if one of the hyperscalers were to suddenly hit the brakes on AI-related CapEx.
Is It Worth Investing in Advanced Micro (AMD) Based on Wall Street's Bullish Views?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
The Nvidia Vs. AMD Narrative Was Never True, It's Not a Zero Sum Game
NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) and AMD (NASDAQ: AMD) both posted blowout quarters that push back on the tired “one must lose for the other to win” framing.
The 2026 Blueprint: 6 Stocks for a Brand New Portfolio
The era of frictionless software scaling has violently collided with physical reality. Capital is flowing out of technology names and into the hard assets, baseload power generation, and silicon foundries required to sustain the artificial intelligence supercycle.
Bank of America Gives AMD Investors a New Reason to Watch
Bank of America's semiconductor desk has been busy this week, and Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) investors have every reason to pay attention.
5 Things to Know Before the Stock Market Opens on Thursday
Stock futures are lower as worries about AI spending pressure big tech shares; Tesla shares are falling after the electric vehicle maker said rising R&D costs squeezed profits; Alphabet shares are taking a hit too after the company lifted its capital expenditures forecast; strong AI spending trends could favor chipmaker Intel, due to release results after the closing bell today; and Advanced Micro Devices is set to showcase its latest tech at its “Advancing AI” keynote. Here's what you need to know today.
AMD expected to launch next generation of AI infrastructure to challenge Nvidia
Advanced Micro Devices is set to launch a raft of AI hardware that will rival Nvidia on Thursday at an event at a downtown convention center in San Francisco.
AMD: The Full-Stack AI Opportunity
AMD (AMD) remains a compelling buy, with a new base case price target of $671 (21% upside) and a bullish scenario at $807.87 (45% upside). AMD's flexible, customizable AI infrastructure—spanning GPUs, CPUs, DPUs, networking, and rack-scale systems—positions it as a strong alternative to Nvidia, especially for hyperscalers seeking to avoid vendor lock-in. Rising analyst expectations reflect robust AI-driven growth: Q2 revenue consensus at $11.3B (+47% YoY), EPS at $1.61 (+235% YoY), and EBITDA/fcf estimates up 22–28%.
