Advanced Micro Devices, Inc. (AMD)
The Math That Should Terrify Index Investors: AI Chips Account for Nearly All S&P 500 Gains
Here is the data point that should make every
BofA's Vivek Arya Sees Nvidia at $350 as Agentic AI Drives an “Unprecedented” Chip Cycle
Bank of America's Vivek Arya walked onto CNBC with a number that sits well above consensus.
Advanced Micro Devices: 3 Things Favor This Nvidia Competitor, Reiterate Strong Buy
Advanced Micro Devices is positioned as a rising competitor to Nvidia, especially as AI workloads shift toward inference and agent-driven tasks. My Strong Buy thesis for AMD rests on CPU parity with NVDA's Vera, accelerating ROCm adoption, and Helios rack-scale solutions challenging NVDA's dominance. ROCm's rapid enterprise and hyperscaler uptake, highlighted by Meta's 6GW GPU commitment, signals growing confidence in AMD's open, full-stack AI ecosystem.
Amkor working with AMD on advanced packaging after acquiring more land in Arizona
Amkor Technology is working with Advanced Micro Devices on packaging AMD's chips, Amkor said on Thursday.
MU vs. AMD: Which AI Semiconductor Stock Is the Better Buy?
Micron's AI memory surge is driving record results, while its lower P/E multiple than Advanced Micro Devices' makes it a better investment choice.
AMD: Growing Outside Of Nvidia's Shadow
Advanced Micro Devices, Inc. continues to combat its longstanding image as a smaller, less-equipped rival to Nvidia in AI. AMD operates in the booming artificial intelligence sector, striving to differentiate itself despite NVDA's dominant market perception. The company's positioning and competitive narrative are central to its investment thesis in the current AI-driven market landscape.
AMD, INTC and ORCL Forecasts – AI and Tech Moving Early on Thursday
Data center and AI stocks continue to grab headlines as we are focusing on all of the same things.
2 chip stocks BofA says will win next phase of the AI revolution
For most of the AI boom, investors had a simple playbook: buy the companies selling GPUs, the powerful chips used to train large AI models. Bank of America now says that trade is becoming too narrow.
AMD to Invest More Than $10 Billion in Taiwan's Chip Industry
The U.S. chip maker will tap the Taiwanese industry's expertise in high-performance computing.
Why AMD Could Reach $1,000 Before 2030 (Rating Upgrade)
I'm upgrading AMD to a Strong Buy, driven by surging data center growth and a favorable AI infrastructure shift. Data Center revenue rose 57% YoY, with EPYC CPUs and Instinct GPUs fueling record performance and robust forward guidance. Analyst consensus points to 42–51% annual revenue growth through 2027, with margin expansion toward 30% as scale drives operating leverage.
AMD to invest over $10 billion in Taiwan AI ecosystem
Advanced Micro Devices said on Thursday it would invest more than $10 billion across Taiwan's artificial intelligence ecosystem as the US chipmaker looks to expand manufacturing capabilities and strengthen strategic partnerships for next-generation AI infrastructure. The company said it will collaborate with Taiwanese firms ASE Technology Holding and Siliconware Precision Industries to develop more power-efficient technologies for AI systems and processors.
AMD says it will invest over $10 billion across Taiwan's AI ecosystem
Advanced Micro Devices said on Thursday it would invest more than $10 billion across Taiwan's AI ecosystem and widen strategic partnerships as it looks to expand its manufacturing capabilities.
