AMD (Advanced Micro Devices) Stock News

Advanced Micro Devices' stock price has dropped significantly, but the upcoming MI325X AI accelerators and data center growth present a strong buying opportunity. Despite CES 2025's lackluster impact, AMD's data center momentum is underappreciated, with AMD outgrowing Nvidia in this segment. AMD's new AI accelerators in 2025 could boost sales, profit growth, and gross margins, making it a compe...

For an artificial intelligence chipmaker posting such robust sales growth, Advanced Micro Devices (NASDAQ:AMD) is not getting any recognition for its achievements.

In this video, I will cover the recent updates regarding Advanced Micro Devices (AMD 2.29%). Watch the short video to learn more, consider subscribing, and click the special offer link below.

AMD (AMD 2.85%) and Intel (INTC 8.34%) have underperformed broader stock market indexes in the previous year.

Among investment opportunities in the artificial intelligence (AI) realm, semiconductor stocks have become a top choice. Nvidia has been the most popular among chip stocks over the last two years, and for good reason.

The semiconductor industry has received a major shot in the arm from the rapid advancement of artificial intelligence (AI) technology: The size of the semiconductor market jumped by an estimated 19% last year to $630 billion, according to Gartner. That was a huge turnaround from its 12% decline in 2023.

AMD offers less competitive AI GPU than Nvidia is not new news. This explains the 20% valuation discount of AMD to Nvidia. AMD could deliver 30% earnings growth pa assuming market share stays the same, as CEO Lisa Su projects demand for datacenter GPU to grow 60% pa to $500bn by 2028. AMD's PEG is well below 1 in 2025-27E, suggesting AMD is being undervalued rather than overvalued.

Advanced Micro Devices (AMD) received another downgrade on Thursday, days after Goldman Sachs and HSBC downgraded the stock.  Wolfe Research analyst Chris Caso downgraded AMD from Buy to Peer Perform on Thursday.