Advanced Micro Devices, Inc. (AMD)
AMD: The CPU Is Back
Advanced Micro Devices, Inc. stands to benefit from the agentic AI-driven CPU supercycle, with high-core-count EPYC CPUs and memory-first MI400 accelerators targeting orchestration and memory bottlenecks. Q1 revenue guidance is $9.8B (32% Y/Y growth), with potential upside to $10.3B; data center revenue momentum and EPS could exceed consensus if CPU demand mirrors Intel's surge. Valuation is stretched at 77.5x P/E, but multi-year backlog, margin expansion, and 35%+ revenue CAGR by 2027 could justify forward multiples of 27–33x.
Semiconductor Stocks Tumble on OpenAI Warning. Google Says The Market Has It All Wrong
The market's latest artificial intelligence panic says more about investor psychology than it does about the future of AI.
These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
AMD's Poker Face: Reading the Tell in a Panic-Driven Market
A severe, macro-driven correction is ripping through the semiconductor complex, creating a technical dislocation in shares of Advanced Micro Devices NASDAQ: AMD.
AMD Is Becoming The AI Market's Most Obvious Second Winner
Advanced Micro Devices, Inc. is emerging as the clear second winner in AI infrastructure, with a robust full-stack offering beyond CPUs. Q4 2025 revenue rose 36% to $10.2B, and Data Center revenue hit a record $4.3B, up 22% YoY, signaling strong momentum. AMD's open ecosystem, rack-scale designs, and ROCm software position it as a credible alternative to Nvidia amid surging AI demand.
Nvidia Stock Struggles to Recover From OpenAI Panic. How AMD, Broadcom Are Trading.
Nvidia, AMD and Broadcom were hit by OpenAI concerns but the focus is now on Big Tech earnings.
5 Women-Run Company Stocks to Buy for Strong Market Returns
OXY, PSX, ANET, CASY and AMD show how women-led companies are redefining growth with discipline, agility and results.
Will Advanced Micro (AMD) Beat Estimates Again in Its Next Earnings Report?
Advanced Micro (AMD) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
AMD: Strong AI Tailwinds, But Valuation Is Getting Ahead Of Reality
Advanced Micro Devices, Inc. is capitalizing on AI infrastructure growth, with data center and AI accelerator segments driving revenue and margin expansion. AMD's EPYC processors and Instinct GPUs are gaining traction, but the company faces entrenched competition from Nvidia, especially in software ecosystem integration. Strategic partnerships with hyperscalers like Meta and OpenAI enhance revenue visibility, yet create risks of customer concentration and geopolitical exposure.
Advanced Micro Devices (AMD) Reports Next Week: Wall Street Expects Earnings Growth
Advanced Micro (AMD) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Are Computer and Technology Stocks Lagging Advanced Micro Devices (AMD) This Year?
Here is how Advanced Micro Devices (AMD) and ADTRAN Holdings (ADTN) have performed compared to their sector so far this year.
Brokers Suggest Investing in Advanced Micro (AMD): Read This Before Placing a Bet
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.
