Advanced Micro Devices, Inc. (AMD)
Did Nvidia Just Deliver a Crushing Blow to AMD?
Advanced Micro Devices ( NASDAQ:AMD | AMD Price Prediction ) has been advancing its AI chip offerings, including the Instinct MI450 series accelerators set for deployment with OpenAI starting in the second half of 2026.
What Will Power AMD Stock's Next Rally?
AMD has a solid track record of substantial rallies. The stock has increased by over 50% within two months on several occasions, particularly in 2013 and 2021, offering significant profits for its investors.
Ocular: 'Buy' As AXPAXLI Program For Wet-AMD Moves To Potential NDA Filing
Ocular Therapeutix maintains a "Buy" rating, driven by strong phase 3 SOL-1 data for AXPAXLI in wet-AMD and upcoming regulatory catalysts. AXPAXLI demonstrated statistically significant superiority over low-dose EYLEA, with 74.1% of patients maintaining vision at 36 weeks versus 55.8% for EYLEA. Key near-term catalysts include an FDA meeting on SOL-1 data and potential NDA filing, with further data from the SOL-R trial expected in Q1 2027.
Here's Why Advanced Micro Devices (AMD) is a Strong Growth Stock
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Impax U.S. Sustainable Economy Fund Q4 2025 Contributors And Detractors
Eli Lilly is included due to its strategic positioning with respect to sustainability opportunities, specifically in HealthCare Access and Innovation. Advanced Micro Devices is owned for its exceptional Corporate Resilience profile and attractive sustainability opportunity set in areas like the Digital Infrastructure build-out. Oracle stands out with a strong sustainability profile, offering notable opportunities in Digital Infrastructure, Education and the development of Enhanced Skills & Innovation.
Better Artificial Intelligence Stock: Nvidia vs. AMD
Nvidia remains the undisputed leader of GPUs. AMD has a big opportunity with inference.
Nvidia's stock is down and AMD is up. The culprit may be Arista.
Shares of Nvidia fell on Friday, while rival Advanced Micro Devices rallied after Arista Networks CEO Jayshree Ullal said her company is shifting some workloads. Ullal said that a year ago about 99% of deployments were Nvidia, and now about 20% to 25% use AMD.
AMD is falling behind, warns this analyst who says other chip stocks are better bets
AMD's reliance on third-party networking and a lagging software stack may pose problems for the semiconductor company, according to D.A. Davidson.
Tech Tug Of War: Fear Vs. Greed
Tech Contrarians take on tech's tug of war between fear and greed. Despite AI sector volatility and valuation concerns, NVDA's fundamentals and 75% forward revenue growth support its premium.
AMD's Inflection Is Here
Advanced Micro Devices, Inc. Data Center revenue reached $5.4 billion in Q4, up 39% year-over-year and now exceeding 52% of total sales. AMD management projects Data Center revenue growth above 60% annually through 2028, driven by MI400 GPUs and Helios rack-scale systems. Data Center operating income hit $1.8 billion, or 33% of segment revenue, reflecting meaningful operating leverage expansion.
AMD vs. NVDA: What's the Better AI Stock?
A big chunk of the S&P 500 has already reported 2025 Q4 results, though the reporting docket remains stacked for weeks to come. We've already heard from six of the Magnificent Seven members, with NVIDIA NVDA the only one yet to report from the beloved group.
AMD: A De-Risked AI Compounder
Advanced Micro Devices, Inc.'s steep post-earnings selloff is likely overdone, as the company's Q4 earnings beat and 2026 outlook continue to underscore durable execution despite looming industry challenges. A key underappreciated support for AMD is the comeback of server CPUs, with demand accelerating against the buildout of AI infrastructure to support inference at scale. This continues to reinforce AMD EPYC's relevance and share gains, complementing the upcoming ramp of its Instinct MI450 Series accelerators and its first rack-scale Helios platform.
