Advanced Micro Devices, Inc. (AMD)
Cathie Wood Says Follow the AI Agents. Her Own Filings Show Where ARK Was Looking
Cathie Wood told investors to follow the AI agents, but her own fund's most recent SEC filings tell a more complicated story about where ARK actually placed its bets and which agent-economy names it quietly walked away from.
AMD's Biggest Analyst Price Target Is Eye-Opening. Here's What It Would Take to Reach It
BNP Paribas just slapped a price target on AMD that towers over Wall Street consensus, but reaching it would demand a sequence of wins that our model says the stock has not yet earned.
Core Scientific Wins AMD's Approval, As Meltdown/Bottoming Offers A Cheap Buying Opportunity
The landmark AMD partnership underscores the success of Core Scientific's preemptive data center buildout while underpinning their robust, multi-year AI monetization prospects. The warrant agreement with AMD has been extremely strategic, given the cheap warrant sum of $704.1M against the bull-case revenue opportunities of up to >$66B. The backlog burden underscores CORZ's future elevated capex, negative free cash flow, and deteriorating balance sheet pains, with it likely amplifying near-term volatility risks.
Nvidia, AMD, Intel stocks despite record AI demand: has the easy money gone?
Nvidia, AMD and Intel were lower in Thursday's premarket trading even after TSMC delivered record sales, underscoring the tension between booming AI demand and tougher valuation conditions. TSMC reported third-quarter revenue of NT$1.49 trillion, or $46.71 billion, up 50% year on year and above analysts' NT$1.46 trillion estimate.
Nvidia and AMD fuel a $46.7B TSMC quarter: how much upside is left in the stock?
TSMC sold a record $46.7 billion of chips in the third quarter as demand for Nvidia, AMD and other AI processors continued to outrun expectations. Revenue reached NT$1.49 trillion, up 50% from a year earlier and above the NT$1.46 trillion analyst consensus.
AMD Is Up More Than 100X in 10 Years. Can It Repeat That Run?
AMD has turned a few thousand dollars into life-changing wealth over the past decade, but the same run from a trillion-dollar market cap would dwarf every chip giant alive today. Here is what stands between AMD and that outcome.
AMD's Valuation Is Really Starting To Ruffle Feathers on Wall Street
AMD has surged past every analyst price target on the back of gigawatt-scale AI chip commitments, but the product that justifies this valuation has not yet shipped a single unit at scale.
AMD's chief executive is planning to invest ‘tens of billions' as Asian tour addresses supply-chain chokepoints
AMD's CEO has been meeting executives in Taiwan and South Korea.
Why Advanced Micro Devices (AMD) Outpaced the Stock Market Today
In the most recent trading session, Advanced Micro Devices (AMD) closed at $649.42, indicating a +2.8% shift from the previous trading day.
AMD Stock Hit a Fresh High. Meta's Muse Is a Win for the Chipmaker, Says Citi
Advanced Micro Devices shares are rallying to fresh records amid growing optimism about demand driven by AI agents.
AMD Spikes 4% as Citi Lifts Target to $800 and Stifel Goes to $700; NVIDIA Ticks Up, Intel Slips
Two Wall Street price target raises built on separate arguments are lifting Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) stock, and the market is treating the bullish case as one that belongs to AMD alone.
BNP Paribas Just Hiked AMD's Price Target 60% to $960
BNP Paribas analyst Karl Ackerman raised his price target on AMD (NASDAQ:AMD | AMD Price Prediction) to $960 from $600 and kept his Outperform rating.
