AMD (Advanced Micro Devices) Stock News

I reiterate a "Buy" rating on Advanced Micro Devices, Inc. with a fair value of $104 per share, driven by strong growth in EPYC and Ryzen processors. AMD's Ryzen 9000, utilizing Zen 5 architecture, has captured 70% of the desktop power processor market, competing effectively with Intel's 15th Gen. Anticipate 25% revenue growth for FY25, driven by data center segment growth (35%) and client segm...

A 10% hit to Advanced Micro Devices, Inc.'s EPS in 2025 is quite likely, yet the consensus on Wall Street has only priced in a 3% drop so far. To be specific, I believe the market is underestimating the risk of AMD's $800M inventory charge if export licenses aren't approved, which is a likely scenario. Another headwind includes the upcoming tariffs on semiconductors, which can range anywhere fr...

There's a lot of optimism on the long-term prospects of leading semiconductor makers. Big tech companies investing in artificial intelligence (AI) are requiring constant innovation in chip performance to make large language models and AI assistants smarter.

Tom Yeung here with your Sunday Digest.  Last week, I revealed five stocks from Luke's quantitative model.

A rising tide lifts all boats, and that applies to AMD with respect to the strong growth in the AI data center market. While its top-end chips are comparable to those of Nvidia, it is still hampered by networking and software, although these matter somewhat less in the inference market. But they don't have to beat Nvidia, AMD is benefiting from the high cost and scarcity of high-end Nvidia chips.

In the current environment, it seems antithetical to say anything positive about Advanced Micro Devices (AMD -0.88%). The semiconductor stock has lost more than 60% of its value over the last 13 months as industry struggles and tariff-related worries have weighed on the company.

In today's video, I discuss Advanced Micro Devices (AMD -0.88%) and recent updates affecting the semiconductor market. To learn more, check out the short video, consider subscribing, and click the special offer link below.

The stock market has been volatile this year, and it's anyone's guess how things will continue to play out. If there's a recession, then the S&P 500 and stocks as a whole could be headed for even more pain in the months ahead.