Nvidia (NVDA 2.63%) has essentially owned the data center computing market, which is a huge deal, considering the hundreds of billions of dollars being spent on artificial intelligence (AI) infrastructure. Nvidia is one of the primary benefactors of this investment, although some of its competitors, like AMD (AMD 1.15%), are also benefiting.
Over the course of the past few years, growth stocks have led the charge for the stock market. However, every year presents different challenges, and I think a different set of stocks -- a few that have been left behind -- could provide some serious growth potential in 2025 and beyond.
The stock price of Advanced Micro Devices, Inc. could fall further after Nvidia Corporation reports earnings, as investors get a reality check regarding AMD's revenue growth potential following DeepSeek's rise. Research uncovers how crucial Nvidia's platform was to DeepSeek's success. Despite chip restrictions, NVDA's invaluable software layer enabled DeepSeek to optimize model performance, while AMD still struggles to catch up. On AMD's recent earnings call, executives barely convinced investors that they are strongly positioned to capitalize on the DeepSeek wave, while statistics reveal Nvidia capturing more inferencing workloads over AMD.
In today's video, I discuss Advanced Micro Devices (AMD 1.06%) and recent updates to its AI road map. To learn more, check out the short video, consider subscribing, and click the special offer link below.
In today's video, I discuss Advanced Micro Devices (AMD 0.08%), its business strategy, growth opportunities, potential risks, and why artificial intelligence stock investors should not ignore this semiconductor stock.
AMD's Q4 earnings showed strong growth in the Client and Server segments, but AI revenue guidance lacked clarity, leading to increased uncertainty. Client segment revenue grew significantly, with management optimistic about continued market share gains in 2025, despite expected Q1 declines. AI GPU revenue guidance is vague, with potential downward revisions, and competition from NVIDIA raises concerns about AMD's market position.
Advanced Micro Devices' (AMD 0.08%) stock price dropped 6% on Feb. 5 after the chipmaker posted its fourth-quarter earnings report. Its revenue rose 24% year over year to $7.66 billion and exceeded analysts' estimates by $132 million, while its adjusted EPS grew 42% to $1.09 and matched the consensus forecast.
The stock has fallen about 34% over the past 12 months.
Sara Awad from Tech Stock Pros and investing group Tech Contrarians, explains why Nvidia's near-term outlook remains strong despite DeepSeek's advancements, but long-term risks exist. Downgrading AMD due to lack of fundamental edge and overhyped AI GPU expectations, with further struggles anticipated post-ZT acquisition.
Advanced Micro Devices is benefiting from an expanding partner base amid stiff competition from NVIDIA in the data center and AI space.
Advanced Micro Devices (NASDAQ: AMD) has been on a downward trajectory ever since reaching an all-time high (ATH) slightly above $200 in early March of 2024.
Data show that more chips were shipped to PC makers in the fourth quarter than demand currently merits.