Advanced Micro Devices, Inc. (AMD)
AMD: Trend Reversal In Sight
I upgraded my rating to a strong buy. Call options are expensive (high IV), so I haven't opened a long position in this stock. Q1 results show a continuation in growth, driven by the data center and (finally) the client segments. The upcoming launch of the MI350 series is a nice catalyst ahead. The partnership with Oracle and Humain is a clear indication that AI infrastructure companies are betting on AMD's GPUs and (emphasis) CPUs.
AMD vs. Semtech: Which Semiconductor Stock Is the Better Buy Now?
Advanced Micro Devices and SMTC are well-known players in the semiconductor market. Let's find out which one is a better investment option right now.
Why Is Advanced Micro (AMD) Up 18.2% Since Last Earnings Report?
Advanced Micro (AMD) reported earnings 30 days ago. What's next for the stock?
Advanced Micro Devices (AMD) Beats Stock Market Upswing: What Investors Need to Know
In the latest trading session, Advanced Micro Devices (AMD) closed at $118.58, marking a +1.08% move from the previous day.
AMD takes aim at Nvidia's AI hardware dominance with Brium acquisition
AMD's latest acquisition could help reduce Nvidia's market dominance when it comes to AI hardware.
Advanced Micro Devices, Inc. (AMD) Bank of America Global Technology Conference - (Transcript)
Advanced Micro Devices, Inc. (NASDAQ:AMD ) Bank of America Global Technology Conference Call June 3, 2025 11:40 AM ET Company Participants Jean X. Hu - Executive VP, CFO & Treasurer Matthew D.
AMD: Take Full Advantage Of The Solid Nvidia Earnings
Nvidia Corporation's strong outlook and favorable tariff ruling has boosted semiconductor sentiment, mitigating China headwinds and supporting sector resilience. Advanced Micro Devices, Inc.'s Q1 results and ongoing data center momentum reinforce confidence in its core business, despite cyclical and competitive challenges. AI growth remains AMD's key catalyst; upcoming investor day is crucial for management to clarify long-term AI revenue outlook and drive re-rating.
Nvidia is surging; Here are 3 stocks to follow
Nvidia (NASDAQ: NVDA ) has just reported no less than $44.06 billion in revenue for the previous quarter and is up 6% premarket.
AMD Isn't The Next Nvidia, But It Doesn't Need To Be
AMD faces significant headwinds from China export restrictions and tariffs, impacting near-term revenue and gross margins, but maintains strong execution in CPUs and data centers. Despite lagging Nvidia in AI GPUs, AMD is well-positioned to capture niche AI demand and benefit from hyperscaler diversification away from Nvidia. Valuation has contracted to a fair 30x P/E, making risk/reward attractive given expected 12-15% annual top-line growth and expanding margins.
AMD Is Winning The Gaming Market
The gaming market remains out of focus for Nvidia, while Intel struggles with its latest CPU generations. Advanced Micro Devices, Inc., however, brought prominent improvement in its gaming infrastructure, which could challenge Nvidia more than ever before. I believe that with the current RDNA4 and Zen5 technology generations, AMD could be the only reasonable option for the gaming experience, strengthening the company's revenue mix.
Advanced Micro Devices: Growth Catalyst From Data Center Focus And Current Momentum
I rate AMD as a Buy, as its current share price undervalues its long-term prospects, especially with momentum in Data Center, Client, and Gaming segments. AMD's shift to the data center industry, strong financial growth, and a $10 billion AI deal position it for significant future revenue and profit expansion. Despite a recent debt increase for strategic investments, AMD maintains a healthy balance sheet and is well-placed to capitalize on industry growth and AI demand.
AMD buys silicon photonics startup Enosemi to fuel its AI ambitions
AMD has acquired Enosemi, a startup designing custom materials to support silicon photonics product development. The terms of the deal, announced Wednesday, weren't disclosed.
