Advanced Micro Devices, Inc. is rated Buy with a $286 price target, driven by strong Data Center growth and a major OpenAI partnership. AMD's market share gains in Client Compute and ongoing GPU refresh cycles among hyperscalers position AMD for margin-accretive growth. The OpenAI deal, expanding AI infrastructure, and a healthy balance sheet support robust long-term revenue and earnings outloo...
Advanced Micro Devices, Inc. delivered record Q3 results with $9.2B revenue, driven by strong Data Center, AI, Server, and PC demand. AMD's data center and client/gaming segments posted robust growth, with ambitious AI and data center roadmaps targeting $100B revenue by 2030. Despite risks from competition, geopolitics, and high expectations, AMD's balance sheet, cash flow, and product pipeline...
Advanced Micro Devices, Inc. has reported great growth tailwinds across the expanding x86 market share, the improving data center monetization opportunities, and the ambitious long-term targets. These growth engines imply the potential expansion in its market capitalization to over $1T, allowing the company to eventually join the Trillion Dollar club alongside NVDA and AVGO. I am also impressed...
Nvidia and AMD are the leading chipmakers in the tech sector, and they've been experiencing strong growth. Their valuations have been soaring due to the excitement around their cutting-edge artificial intelligence (AI) chips.
AMD projected strong revenue and earnings growth recently at its analyst day. The company believes it can take data center market share with its GPUs and CPUs.
CoreWeave stock was gaining alongside AMD, Super Micro and a number of other companies as Nvidia relieved concerns over the artificial-intelligence trade.
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