Advanced Micro Devices, Inc. (AMD)
AMD shares some giant numbers that are giving its stock a jolt
While the chip maker's investor day left analysts with questions about its chip rollout, AMD's big projections signaled a “clearly confident” company.
5 Things to Know Before the Stock Market Opens
Stock futures are higher this morning after the Dow Jones Industrial Average closed at a record high on Tuesday; the House of Representatives is poised to vote on legislation to end the six-week U.S. government shutdown; Advanced Micro Devices (AMD) shares are rising after the chipmaker projected strong revenue growth over the coming years; the White House is reportedly examining measures that could limit the influence of proxy advisers and index-fund managers in shareholder voting; and shares of On Holding are soaring after the sneaker maker posted strong earnings and raised its guidance. Here's what you need to know today.
Wall Street Breakfast Podcast: GM Targets China-Free Supply Chain
General Motors (GM) is reportedly pushing suppliers to eliminate China-sourced components, aiming for a complete supply chain shift away from China by 2027. AMD (AMD) projects the AI data center market to reach $1 trillion by 2030, citing unprecedented demand and strong gross margin guidance.
Baron Technology Fund: AI Update
The market has recently absorbed a surge of activity around AI infrastructure buildouts. NVIDIA CEO Jensen Huang proclaimed in September that global AI infrastructure spending could total $3 trillion to $5 trillion by 2030. As we have written before, technology spending today accounts for just 5% of global GDP.
AMD analysts lower expectations ahead of Analyst Day
Wedbush analysts on Monday weighed in Advanced Micro Devices Inc (NASDAQ:AMD, ETR:AMD)'s upcoming Analyst Day, saying they are “less certain that anything we hear will significantly move the needle around forward expectations”. In a note to clients, the analysts wrote that they are expecting AMD to provide information that will better their understanding of the company's product roadmap, financial targets and general industry trends.
Advanced Micro Devices, Inc. (AMD) Is a Trending Stock: Facts to Know Before Betting on It
Recently, Zacks.com users have been paying close attention to Advanced Micro (AMD). This makes it worthwhile to examine what the stock has in store.
5 Things to Know Before the Stock Market Opens
Stock futures are lower this morning following a big tech-fueled rally on Monday amid hopes that the federal government shutdown is set to end soon; the Senate late Monday passed legislation to fund the government through January, sending the measure to the House of Representatives; CoreWeave (CRWV) shares are plunging after its full-year revenue projections came up short of analysts' expectations; and Advanced Micro Devices (AMD) is expected to provide important AI updates at its financial analyst day event. Here's what you need to know today.
AMD Faces Its Biggest Skepticism Test Yet
Advanced Micro Devices (AMD) remains a Strong Buy, with shares undervalued ahead of its pivotal 2025 Analyst Day and major AI accelerator deals. Recent billion-dollar agreements with OpenAI and Oracle have driven AMD's growth, particularly in the data center (DC) segment, fueling optimism for future revenue. Markets have revised AMD's revenue growth forecasts upward, but skepticism still persists regarding execution risks and the company's ability to match its 60% TAM CAGR target.
AMD expected to outline plans for AI chip business at analyst day
Advanced Micro Devices is expected on Tuesday to outline the company's plans for its artificial intelligence chip and systems businesses at a financial analyst day at the Nasdaq in New York.
AMD's First-Ever Analyst Day Is Today. Wall Street Is Watching for Catalysts.
Traders may be watching for updated financial targets from Advanced Micro Devices as it hosts an investor day, its first, later today.
AMD's ROCm 7 And Helios Narrow The NVIDIA Gap
Advanced Micro Devices (AMD) delivered strong Q3'25 results, with 36% YoY revenue growth and robust performance in Data Center, Client, and Gaming segments. AMD's Data Center segment remains the primary growth driver, while ROCm 7 software and partnerships with OpenAI and Oracle position AMD to narrow the gap with NVIDIA (NVDA). Despite appearing overvalued on traditional metrics, AMD's long-term growth potential is underappreciated as it evolves into a full AI systems provider with Helios and next-gen GPUs.
What Moved Markets This Week
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