Advanced Micro Devices, Inc. (AMD)
Advanced Micro Devices (AMD) Stock Declines While Market Improves: Some Information for Investors
Advanced Micro Devices (AMD) closed the most recent trading day at $114.43, moving -0.5% from the previous trading session.
AMD Gets A Downgrade And It's Not DeepSeek Related
Melius Research analyst Ben Reitzes downgraded Advanced Micro Devices AMD from Buy to Hold and lowered the price target from $160 to $129.
DeepSeek A.I. Efficiency "Proof Point;" AMD, AVGO, INTC & QCOM Undervalued
There's more to DeepSeek than utilizing cheaper methods for A.I. platforms, according to Oliver Blanchard.
Is Advanced Micro Devices (AMD) the Biggest Winner From Monday's Bloodbath?
Advanced Micro Devices (NASDAQ:AMD) fared better than most chipmakers during the tech sector rout on Monday.
AMD Stock Downgraded. DeepSeek AI Is Only One Worry.
Melius downgraded shares of chip maker Advanced Micro Devices to Hold from Buy, and cut the target price to $129 from $160.
AMD Vs Intel: Battle For CPU Dominance
AMD and Intel are fiercely competing in the x86 CPU market, with AMD gaining market share in 2024 despite Intel's performance improvements. Intel's Arrow Lake CPUs show superior performance in PCs, but AMD's Turin CPUs lead in servers, with AMD expected to maintain its market share. The rise of Arm-based CPUs from companies like Apple and Qualcomm poses a significant threat to x86 CPU market growth for both AMD and Intel.
AMD's stock downgraded yet again: ‘Believe it or not, it's not due to DeepSeek'
Melius Research sees ever more competition from Nvidia, which could hit the “profit pools” of AMD and Intel.
Stock-Split Watch: Is Advanced Micro Devices Next?
Advanced Micro Devices (AMD -6.37%) has been a top performer in the semiconductor industry over the last decade. The fabless chip stock has grabbed market share from Intel PCs and is now competing in the data center AI graphics processing unit (GPU) market, though Nvidia remains the dominant force in that industry.
AMD: An AI Powerhouse In The Coming Decade
AMD has a significant opportunity in the AI inference market due to shifting compute needs from training to inferencing. DeepSeek's new reasoning model is cost-effective and competitive, signaling a rise in demand for inference compute. NVIDIA dominates AI GPUs, but AMD's MI300X outperforms NVIDIA's H100 and H200 in inference capabilities.
Why AMD Stock Was Sinking Today
Shares of Advanced Micro Devices (AMD -6.37%) slipped Monday, losing 6.9% as of 4 p.m. ET, after being down as much as 8.2% earlier in the day.
Why AMD Stock Is Sinking Today
AMD (AMD -6.62%) stock is getting hit with sell-offs in Monday's trading. The semiconductor company's share price was down 7% as of 3:45 p.m.
AMD: Now Is The Time To Strike (Rating Upgrade)
Advanced Micro Devices, Inc.'s stock, which we previously rated a “Hold,” now appears to be a “Buy” due to improved financials, better data center execution, and a more attractive valuation. Recent gains in data center revenue and net income growth likely foreshadow strong future performance, with EPS growth projected at 25%+ over the coming years. The DeepSeek news is a relative “plus” for AMD, as public cloud providers will still need long-tail compute, but may opt for cheaper MI300 chips.
