Advanced Micro Devices, Inc. (AMD)
Top Chip Analyst: Semiconductor Oversupply Is Nearly Impossible Before 2028. Why He's Bullish on Memory
Wolfe Research Senior Analyst Chris Caso used a CNBC appearance on July 29 to defend the semiconductor sector after a sharp pullback, arguing that the physical infrastructure needed to trigger an oversupply cycle simply does not exist yet.
Beyond Moore's Law: The Full Stack Driving AI in 2026
For decades, Moore's Law was the definitive, tried and true method for describing the rate of change in computing, from a technical perspective and on a cost and performance curve. The impact of that one curve changed and developed the modern world.
Riot Platforms: Why The Q2 2026 AMD Hosting Update Matters More Than Bitcoin
Riot Platforms is reiterating a Strong Buy rating with a $25.74 price target, despite near-term bitcoin and AI market headwinds. RIOT's growth thesis centers on scaling its AMD data center hosting agreement, with potential expansion to 200MW and future opportunities at Corsicana. Q2 '26 earnings will hinge on the execution of the AMD lease, timely delivery of 25 MW capacity, and credible forward guidance on further expansion.
AMD, Intel stocks continue slide as chip sell-off deepens
Semiconductor stocks remained under pressure on Wednesday as investors continued to pull back from the sector, extending a multi-day sell-off driven by concerns over artificial intelligence spending and growing competition from China. Intel INTC shares fell 2.2%, marking their sixth consecutive session of losses, while Advanced Micro Devices (AMD) dropped 3.3%, extending its losing streak to five sessions.
AMD Sinks 8%, Marvell Sinks 7%, Intel Fall 6% as AI Chip Trade Narrows to NVIDIA
Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) stock is down 9% in midday Tuesday trading to $453.37, while Marvell Technology (NASDAQ:MRVL) shares are off 7% to $175.52 and Intel (NASDAQ:INTC) stock is down 6% to $85.82.
Advanced Micro Devices (AMD) Earnings Expected to Grow: Should You Buy?
Advanced Micro (AMD) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Trading expert sets date when AMD stock will plunge to $300
Advanced Micro Devices (NASDAQ: AMD) could fall to $300 by early January 2027, according to a technical analysis that points to the start of a major correction following the stock's AI-driven rally.
Jim Cramer Tells Leveraged AI Investors ‘Sell it. No Matter What.
On last night's Mad Money, Jim Cramer delivered one of his sharpest de-risking calls of the year, aimed squarely at investors who are borrowing money to ride the AI infrastructure trade.
AMD: Heterogeneous Disaggregated Inference Boom Vs. ARM-Ification Doom
AMD remains a top long-term AI infrastructure play, leveraging disaggregated inference architecture and superior tokenomics to challenge Nvidia's GPU dominance. AMD's bullish rating is justified by its 38.2x forward P/E, a multi-year Anthropic deal, and strategic investments in memory optimization and packaging technology. Major risk centers on ARM-based CPUs rapidly displacing x86 EPYC in AI data centers, threatening AMD's high-margin cash flow and potentially triggering multiple contractions.
Why are Micron, Nvidia and AMD stocks plunging before Wall Street opens today?
Micron, Nvidia and AMD stocks fell sharply before Wall Street opened on Tuesday as investors questioned whether the artificial-intelligence chip boom can withstand stronger Chinese competition and increasingly expensive data-centre financing. At 5:32 am ET on July 28, Micron was down 4.4%, Nvidia had lost 1.1% and AMD was roughly 3% lower in premarket trading.
Core Scientific signs AI infrastructure deal with AMD
Core Scientific signed a deal with AMD , under which the chip firm will secure up to 2.5 gigawatts of data center capacity to support customer deployments of its AI systems, the companies said on Tuesday.
Here's why analyst sees AMD stock charging towards a massive AI breakout
AMD's artificial-intelligence launches have strengthened Wall Street's view that the chipmaker can compete across a broader slice of the data-centre market, creating a potential catalyst for a stock breakout. Mizuho analyst Vijay Rakesh reiterated a Buy rating and lifted his price target to $625 from $615 after AMD's Advancing AI event.
