Advanced Micro Devices, Inc. (AMD)
I'm Raising My AMD Conviction Into CES 2026 - Here's What Would Prove Me Right
I upgrade AMD to a strong buy ahead of CES 2026. CES needs broad Tier-1 laptop design wins with 2026 shipping windows. With client at 31% and client+gaming 42% of TTM revenue, that's my core near term catalyst. I see Gorgon Point (Ryzen AI 400) as an NPU step-up, alongside Gartner's AI-PC share moving from 31% to 55% in 2026.
Nvidia, AMD, and Intel CES 2026 preview, and can Greg Abel continue Buffett's legacy of big returns?
Yahoo Finance Markets & Data Editor Jared Blikre breaks down the latest market moves on the first day of trading in the new year, January 2, 2026. The 2026 Consumer Electronics Show is set to kick off next week in Las Vegas.
Chip stocks rally to start 2026 after third-straight winning year
Chipmaking stocks rallied to kick off 2026, led by ASML, Intel and Micron Technology. The sector had a strong 2025 with the ongoing AI buildout as hyperscalers spent big to meet massive datacenter demand.
If I Could Go Back In a Time Machine, I Would Have Bought These 2 Stocks to Start 2025. They're Still Stocks I'd Buy Now.
There are no shortage of stock market winners for investors to choose from looking forward to 2026.
Advanced Micro Devices Is the Most Compelling AI Trade for 2026
Advanced Micro Devices NASDAQ: AMD appears to be one of the most compelling AI setups for 2026, due to the company's position in the GPU market and the expected launch of its MI450 line, which has the potential to impact revenue and earnings.
AMD's MI350: The AI Accelerator That Could Challenge Nvidia's Dominance In 2026
Advanced Micro Devices is rapidly gaining share in the AI accelerator market, with 2024 data center revenue nearly doubling to $12.6B. The MI350 series, launching mid-2025 with 35x inference performance improvement and 288GB HBM3E memory, has secured deployment commitments from Microsoft, Meta, and OpenAI. Tier-one customer wins (Microsoft, Meta, OpenAI and Oracle) validate AMD's competitive positioning, while ROCm software progress narrows the ecosystem gap with Nvidia.
AMD: Let's Talk About This Pick In '26
Advanced Micro Devices, Inc. has robust growth metrics but you have to question its valuation with seemingly rich multiples. AMD's Q3 delivered 36% revenue growth, margin expansion, and strong performance in data center, client, and gaming segments, offsetting embedded segment weakness, and more to come. If shares retrace, AMD stock could be incredibly attractively valued given our projections for EPS growth for 2026.
AMD: Ultimate Gift For 2026 (Rating Upgrade)
Heading into the new year, Advanced Micro Devices, Inc.'s stock is entrenched in a double-digit percentage drawdown, despite a sharp uptick in consensus revenue and EPS estimates for the 2025-2030 period. Given GenAI ROI uncertainties and OpenAI reliance, I understand the skepticism around AMD's business projections and stock volatility. However, Lisa Su & Co. have a long-standing track record of sandbagging guidance, and hence, I am happy to take their business outlook at face value.
Opinion: AMD Will Be the Semi Play to Beat in 2026
It may have been a wilder ride for the semiconductor stocks and the broader AI trade in 2025.
Advanced Micro Devices, Inc. (AMD) is Attracting Investor Attention: Here is What You Should Know
Advanced Micro (AMD) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
What To Expect From AMD Stock In 2026?
AMD (NASDAQ:AMD) had a pretty solid 2025. The stock gained close to 80% through the year amid optimism about the company's AI business with compelling product launches and notable contract wins.
Here's where AMD can gain ground in the AI chip race next year
Wall Street will be watching to see if the chip maker's upcoming AI accelerators and first rack-scale offering will bring it closer in competition with Nvidia
