Advanced Micro Devices, Inc. (AMD)
AMD: Anthropic Might Unlock $1,000
Advanced Micro Devices, Inc. is poised for a major AI event, with potential for another significant AI customer announcement following Microsoft and existing OpenAI and Meta deals. AMD's recent Helios rack launch and Microsoft partnership reinforce its position, with speculation of an Anthropic deal that could further boost AI chip revenues. Consensus estimates project a $19 EPS in 2028, but internal targets and potential new deals suggest $20–30 EPS is achievable, making AMD's current valuation at ~$500 not overly expensive.
AMD's Microsoft Alliance Expands AI Prospects: More Upside Ahead?
AMD is deepening its Microsoft partnership to deploy Helios AI systems on Azure, expanding demand across GPUs, CPUs, networking and software.
AMD: Major Data Center Deals With Meta And OpenAI
Recent multi-year partnerships with Meta and OpenAI, each for 6 GW of AI infrastructure, could generate up to $120 billion in Data Center revenue through 2030. AMD's Helios platform integrates CPUs, GPUs, networking, and software, positioning AMD as a more formidable competitor to Nvidia in rack-scale AI systems. Potential shareholder dilution risk exists if up to 320 million warrants from Meta and OpenAI are exercised, representing a possible 19.6% increase in shares outstanding.
AMD Prepares for Its Massive ‘Advancing AI' Summit — Why New Launches Might Help It Challenge Nvidia's Dominance This Week
Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) shares look like they could be topping out after that parabolic move made in the first half.
This Is Why I Can't Stop Buying AMD
I keep hitting the buy button on AMD (NASDAQ:AMD | AMD Price Prediction) because the projections analysts were sketching a year ago are showing up in the filings, in the customer names, and in the cash flow.
5 Things to Know Before the Stock Market Opens on Tuesday
Stock futures are rising after three straight days of declines for major indexes; chip stocks are leading the rebound as volatility in the AI trade persists; several big-name companies reported earnings this morning ahead of Big Tech results tomorrow; Nebius shares are surging on news Nvidia as increased its stake in the Dutch AI infrastructure company; and SpaceX shares are rising after closing lower for the seventh consecutive sessions. Here's what you need to know today.
AMD stock jumps 4%: is Microsoft's AI deal just the opening act?
AMD stock jumped more than 4% in premarket trading on Tuesday as Microsoft's endorsement of its artificial-intelligence platform fuelled expectations that a broader customer push could follow. The stock had already gained 5.1% on Monday after Microsoft said it would deploy AMD's Helios rack-scale systems and next-generation EPYC processors across Azure.
Advanced Micro Devices (AMD) Increases Despite Market Slip: Here's What You Need to Know
The latest trading day saw Advanced Micro Devices (AMD) settling at $503.57, representing a +1.58% change from its previous close.
AMD: Hyperscaler Deals Drive Growth
AMD's numerous long-term deployment deals with tech giants mean that its double-digit revenue growth will continue well into the future.
AMD: The Bull Case Requires Nvidia To Fail
Advanced Micro Devices, Inc. is now perceived as Nvidia's main AI competitor, but current valuations price in near-perfect execution. Market expectations assume sustained AI demand, rapid AI accelerator share gains, and continued server growth—all simultaneously, which is unlikely. Valuation model estimates AMD's intrinsic value at $220.36 per share, about 55% below the current market price.
4D Molecular: 'Buy' Wet-AMD Study Readouts 2027 And DME Expansion Opportunity
4D Molecular Therapeutics, Inc. maintains a Buy rating, driven by advancing 4D-150 gene therapy for Wet-AMD and DME into late-stage pivotal trials. FDMT's 4D-150 demonstrated up to 89% reduction in injection burden and maintained visual acuity over two years, with phase 3 topline data expected in 2027. Strong financial position with $458M cash and milestone payments, supporting operations into 2H 2028 and minimizing near-term dilution risk.
AMD's stock climbs, and a new Microsoft deal is only part of the reason
Chip stocks were broadly recovering Monday, and AMD investors are gearing up for a big product event later in the week.
