Advanced Micro Devices, Inc. (AMD)
AMD: The Road To $200 Is Now Clearer
Advanced Micro Devices, Inc. stock is down by over 7% since the Q2 release, but the firm's prospects have only gotten better for the medium term. Despite the post-Q2 drop, AMD's revenue beat and ongoing AI specialization, especially with MI300/MI400 and ZT Systems, support medium-term upside. AMD achieved its 33rd consecutive quarter of CPU share gains and growing GPU market presence, currently holding 4-5% of the AI GPU market.
AMD Rides on Gaming Business Rebound: Will the Momentum Continue?
Advanced Micro Devices' gaming unit rides on strong GPU and console demand, but guidance signals flat third quarter and seasonal weakness ahead.
2 Growth Stocks Cathie Wood Is Buying Non-Stop
Cathie Wood is most known for her bold, tech-first investing.
AMD's Next Big AI Breakthrough
Advanced Micro Devices, Inc.'s data center revenue rose 14% YoY to $3.2 billion in Q2 FY25, now accounting for 42% of total sales. EPYC processors achieved record adoption, marking the 33rd consecutive quarter of market share gains across cloud and enterprise categories. Over 100 new AMD-powered cloud instances launched in Q2, bringing the total to nearly 1,200 worldwide deployments.
Advanced Micro Devices (NASDAQ: AMD) Price Prediction and Forecast 2025-2030 (August 2025)
Shares of Advanced Micro Devices ( NASDAQ:AMD ) exploded over the past month, gaining 12.19% after gaining 24.45% the month prior.
AMD Reshapes Client And Gaming, Taking Over Market Share
I am upgrading Advanced Micro Devices, Inc. to hold with a $202/share target, reflecting strong Client & Gaming growth offsetting Data Center deceleration. AMD is gaining market share from Intel, with robust Ryzen and EPYC sales and expanding gaming partnerships with Microsoft and Sony driving future upside. Data Center growth faced some headwinds in Q2 '25 from export controls and inventory write-downs, but Chinese market sales could resume pending export license approvals.
AMD: Reiterating Strong Buy, Don't Count It Out But Expectations Are High
Advanced Micro Devices, Inc.'s Q2 slightly disappointed investors, with AMD stock falling directly post-earnings, but headwinds are getting clarified as the stock has rebounded. The MI355X price increase is optimistic as it signals robust demand, which increases optimism for MI400X on track to be out in 2026. AMD still continues to dominate the CPU space with an increase in revenue and unit share YoY as Intel admits that their CPU portfolio isn't very competitive right now.
AMD: Winner In The Age Of Physical AI
AMD's decade-long investment in chiplets and adaptive compute is paying off, driving record data center revenue and real share gains against Nvidia. The Xilinx acquisition and chiplet architecture give AMD a unique edge in AI PCs and edge inference, positioning it for leadership in 'physical AI.' Hyperscaler adoption is moving from evaluation to deployment, with Meta, OpenAI, and Microsoft publicly confirming use of AMD Instinct for inference workloads.
Trump's AI chip deal with China a growth catalyst for US tech, says Wedbush's Ives
The Trump administration's agreement to allow Nvidia Corp (NASDAQ:NVDA, ETR:NVD) and Advanced Micro Devices Inc (NASDAQ:AMD, ETR:AMD) to sell AI chips in China under export licenses, in exchange for 15% of profits, removes a key growth barrier and could spark the next phase of the AI boom, Wedbush analyst Dan Ives said. Ives called the deal “highly unusual” but said it was a “major growth catalyst” for Nvidia, AMD and the broader US Big Tech sector over the next 12 to 18 months.
3 Companies That Will Profit From Trump's Semiconductor Tariffs
The tech sector is no stranger to market-leading gains. Over the past eight years, it's finished first or second among the S&P 500's 11 sectors five times.
White House says it's working out legality of Nvidia and AMD China chip deals
The Trump administration is still working out the details of its 15% export tax on Nvidia and could bring deals of this kind to more companies, the White House said Tuesday. "Right now it stands with these two companies.
Advanced Micro Devices Rises 18% in a Month: Buy or Hold the Stock?
AMD projects strong Q3 growth with AI, gaming, and client demand despite export curbs hitting margins and Q2 results.
