Advanced Micro Devices, Inc. (AMD)
Kodiak Sciences soars as Zenkuda, tabirafusp-ted hit primary endpoints in phase III wet AMD trial
Kodiak Sciences Inc (NASDAQ:KOD) surged after Zenkuda and tabirafusp-ted met their primary endpoints in the phase III DAYBREAK trial for wet age-related macular degeneration. Shares gained over 162% by midday Monday following the announcement.
This AI Infrastructure Stock Is Flying Under the Radar
Marvell has already tripled this year while most investors are still focused elsewhere, and the company just locked in a deal with Google that could reshape its entire revenue mix.
5 Scary-Good Stocks With Strong October Catalysts and Breakout Potential
October is almost here, making it a great time for some scary good buys. These are scary good because of the tailwinds, growth potential, and chart price action, which suggests explosive upside that could be realized before year's end.
If You Invest $500 a Month in AMD Starting Now, This is What You'd Have in 2030
AMD just cracked a $1 trillion market cap and its Data Center business is exploding, but whether a steady $500 monthly stake turns into a windfall or a disappointment by 2030 depends entirely on which version of AMD's story plays
AMD, NVIDIA and Intel Forecast: Chip Stocks Push Higher
AMD, NVIDIA and Intel show bullish momentum as chip stocks push higher despite elevated interest rates.
AMD Shares Are About to Become Even More Valuable And That Keeps Me Buying
Lisa Su's latest earnings call left me convinced the market still has not priced what AMD is actually building, and I added to my position again this week to get ahead of the milestone I think reprices everything.
AMD Is On The Edge
Anthropic's $11.6B deal with Akamai underscores Anthropic's need for a singular but significant ask: the need to support more CPU workloads, underpinning the arrival of edge AI and distributed computing. Edge AI's CPU-centric architecture aligns with Advanced Micro Devices, Inc.'s EPYC CPUs, as demand shifts from centralized data centers to distributed networks and personal AI agents. AMD's CPU TAM was recently raised to $220B with a 50% CAGR, and edge AI's need for compute infrastructure could add 8 percent points to AMD's TAM CAGR.
189%: The Year to Date Number That Pushed AMD Into the Trillion Dollar Club
AMD just crossed a threshold that only a handful of chip companies have ever reached, but the same rally that created a trillion dollar milestone may have put the stock in an uncomfortable position relative to where our model says
Nvidia Vs. AMD: Who Wins The Critical Coming 6 Month Period?
NVIDIA is already shipping Vera Rubin while AMD's Helios rack barely leaves the gate, and the next six months will separate a compounding platform giant from a challenger with gigawatt contracts but a dangerously stretched valuation.
AMD, Marvell, Akamai, Chevron, and More Stocks That Explain Today's Market
It was looking like a good end to the week for tech but energy stocks were falling as oil prices slipped.
AMD Joined Nvidia in the Trillion Dollar Club. The Run Isn't an Accident
AMD just crossed a threshold only one other chip company has ever reached, but the rally into that milestone raises a harder question about what the stock is actually worth from here.
AMD: AI Agents Give Its Memory Advantage A Much Bigger Market
AMD offers multiyear return potential as AI agents drive demand for high-memory accelerators in enterprise environments. MI455X's 432 GB HBM4 provides 50% more memory than NVIDIA's Rubin, potentially benefiting memory-constrained workloads. Major customer agreements with OpenAI, Meta, and Anthropic signal a credible path to large-scale deployments, though execution risk remains.
