Advanced Micro Devices, Inc. (AMD)
Can Advanced Micro Devices Aid Its Data Center Revenues With GPUs?
AMD's Data Center revenues jump 57% as Instinct GPUs and EPYC CPUs power AI-driven demand and expand its market footprint.
AMD's Rally Has Just Begun
AMD has surged over 40% since my prior coverage, with analysts now raising targets to $165 and $175. Micron's Q3 results confirmed AI memory demand, with HBM revenue up 50% sequentially, directly benefiting AMD's Instinct GPUs. AMD projects 60%+ annual AI revenue growth, driven by MI300 adoption and expanding cloud deployments of EPYC Turin processors.
Robotaxi Concerns, A Healthier Nvidia, AMD Momentum With Sara Awad, Tech Contrarians
Tech sector remains resilient despite geopolitical tensions; AI momentum and cyclical recovery in analog semis are key drivers. Sara Awad, who runs Tech Stock Pros and Investing Group Tech Contrarians, on Tesla's robotaxi launch.
Analysts Supercharge AMD Stock Ahead of Q2 AI Catalyst
It is widely accepted that AMD GPU technology offers several advantages over NVIDIA's NASDAQ: NVDA, including a better cost-to-performance ratio and superior memory capacity, which are well-suited for larger and more complex AI workloads.
AMD: From An "Alternative" To An "Equal"
Advanced Micro Devices made a solid generational leapfrog with its latest CDNA architecture, taking an early lead over Nvidia in some directions. The year 2026 is shaping up to determine future market leadership with the upcoming new generation of full-stack AI rack-scale architectures. I believe that AMD stock has up to 50% upside potential for a few reasons, discussed below in the article.
Jim Cramer says AI stocks are climbing as DeepSeek threat recedes on Wall Street
CNBC's Jim Cramer on Tuesday told investors the market no longer seems to be concerned about the potential for Chinese startup DeepSeek to outpace the tech titans currently leading in the artificial intelligence arena. "It's like DeepSeek never happened," he said.
AMD Unifies Global Infrastructure Amid Expanding AI Demand
AMD has become one of the world's foremost advanced semiconductor companies, positioning for long-term growth in regions that are currently undervalued by the market. Based on a near and medium-term horizon, AMD stock is fairly valued. Its substantial growth prospects mean now remains an opportune time to buy despite no value-based upside. You should absolutely structure your portfolio as antifragile right now. Geopolitical conditions demand growth from volatility, and holding cash and knowing when to strike can offset any periodic AMD downside.
Will FPGA Advancement Revive AMD's Embedded Segment Revenues?
Advanced Micro Devices leans on Xilinx-driven FPGA advances and cloud partnerships to revive momentum in its Embedded segment.
AMD: A Tale Of Two Camps
AMD's upcoming AI innovations mark its most significant product cycle yet, especially with the Instinct MI400 and Helios system debut catapulting its capabilities into industry leader Nvidia's turf. However, escalating macroeconomic risks - spanning tariff pressures, inflationary resurgence, and geopolitical instability - threaten to disrupt the secular AI spending cycle that underpins AMD's upside prospects. And the stock's gradual 64% upsurge since the announcement of reciprocal tariffs in April corroborate a backdrop where investors may be underappreciating the impending headwinds.
AMD Stock Pops. The Case to Buy as It Competes With Nvidia on AI Chips.
New AI chips should help the company carve out a lasting niche in the market, according to Melius Research.
AMD: Push Into AI And New-Gen GPU's Gains Steam As Options Turn Bullish
Positive gamma exposure is building around key upside strikes like $130 and $150, suggesting market makers may be forced to chase if AMD keeps climbing. Dark pool data shows steady accumulation, with buy ratios and DIX trends both turning solidly bullish over the past few weeks. Fundamentally, AMD's product pipeline is strong, and while risks remain, sentiment and positioning indicate the market's leaning bullish.
Advanced Micro Devices (AMD) Advances While Market Declines: Some Information for Investors
Advanced Micro Devices (AMD) closed at $128.24 in the latest trading session, marking a +1.14% move from the prior day.
