AMD Is The Company To Buy In The AI Space
Advanced Micro Devices, Inc.'s strong data center and AI positioning, alongside robust legacy CPU cash flows, drive my bullish outlook despite current valuation concerns. Recent Q2 earnings were so...
AMD: Record-Breaking Q2, But Don't Buy Until $156
I explain why I maintain a 'strong buy' rating on AMD, but recommend waiting for a dip to the mid-$150s before adding to positions. AMD's record free cash flow, strong balance sheet, and leadership...
AMD: Q3 Guidance Leaves Out China -- A Trade Deal Could Be A Nice Surprise
I reiterate my strong buy rating on Advanced Micro Devices, Inc. I now expect the share price to test the $200s before year-end. In my view, the likely approval of MI308 GPU exports to China is a k...
Can Advanced Micro Devices Test $200?
A day after missing earnings, shares of Advanced Micro Devices are soaring. Wells Fargo reiterated its overweight rating on AMD with a $185 price target.
How AMD Stock Falls To $80
AMD stock (NASDAQ:AMD) has had a strong run this year so far, rising nearly 35% since early January, driven by recovering CPU demand and investor enthusiasm around generative AI. But with the stock...
Analysts revise AMD stock price target
Advanced Micro Devices (NASDAQ: AMD) posted mixed Q2 2025 earnings on Wednesday, August 5, surprising the market with an overall revenue of $7.7 billion (up 32% year-over-year) but failing to deliv...
AMD: 2025 Is Not The Year
Advanced Micro Devices, Inc. delivered solid Q2 results and Q3 guidance, with strength in Client & Gaming, but Data Center faces headwinds from China export restrictions. Visibility on China AI rev...
AMD Q2 Earnings Beat Estimates, Revenues Up Y/Y, Shares Fall
Advanced Micro Devices' second-quarter 2025 performance benefits from strong data center and gaming growth, but shares slip on export-related setbacks.
AMD CEO on Sales in China, Earnings, New AI Chips
Advanced Micro Devices Inc. CEO Lisa Su says she is seeing many positive signals for the business, even though the company failed to deliver a clear outlook for resuming sales in China. Su says the...
From Export Controls To AI Innovation: Why AMD Remains A Buy Despite Headwinds
Advanced Micro Devices, Inc. delivered strong Q2 '25 results with 32% YoY revenue growth, but gross margins fell due to export control-related charges and Data Center segment slowdown. Despite shor...
Super Micro Computer and AMD stock prices tumble as AI growth fears overshadow earnings
Two of the tech industry's AI hardware companies are seeing their share prices drop after they reported their most recent quarterly earnings after the closing bell yesterday.
Nvidia Stock Slips. AMD Had Bad News About China AI Chip Sales.
Nvidia could face delays in planned shipments of its H20 chip for the Chinese market
INSIGHT: AMD shares fall despite solid results as investor expectations prove hard to beat
Shares in Advanced Micro Devices Inc (NASDAQ:AMD, ETR:AMD) dropped 5% in after-hours trading, as investors digested a mixed earnings report that, while strong on the surface, fell short of the mark...
AMD Q2: Lower Data Center Growth Due To MI308 Export Restrictions
I reiterate my 'buy' rating on AMD, setting a fair value target of $196 per share, driven by strong product momentum. Despite export restrictions impacting margins, AMD's MI350 and MI400 GPUs are p...
AMD, Super Micro shares slide as AI bets falter on data center results miss
Shares of chip company Advanced Micro Devices and server maker Super Micro Computer tumbled in premarket trading on Wednesday after the companies posted underwhelming results in their data center s...
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