Advanced Micro Devices, Inc. stock looks expensive in the moment, but if you zoom out it's remarkably well-positioned for five to 10 years of elite returns. We are not facing an energy bottleneck as the core issue, we are facing policy isolationism that we have been pressured into by China. If business leaders and policy makers unite, cyclical AI dynamics will not occur heavily, and I am bullis...
Advanced Micro Devices (NASDAQ: AMD stock) tumbled nearly 4 percent on Monday, part of a broader tech selloff that's rattling investor confidence across the semiconductor sector. AMD dropped 3.44 percent as the stock faced headwinds from rising interest rate expectations and growing concerns about stretched AI valuations.
TD Cowen analyst Joshua Buchalter has reaffirmed his bullish stance on Advanced Micro Devices (NASDAQ: AMD), reiterating a ‘Buy' rating and maintaining a $290 price target.
In today's video, I discuss recent updates affecting Advanced Micro Devices (AMD 1.94%) and other artificial intelligence stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.
In today's video, I discuss recent updates affecting Advanced Micro Devices (AMD 1.22%) and other artificial intelligence stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.
I reiterate my cautious buy rating on Advanced Micro Devices, Inc. after the company beat expectations in Q3. My thesis rests on the data center business and the 6 GW OpenAI MI450 deal. Q3 2025 showed broad-based momentum: record $9.25B revenue (+36% YOY), 22% data center growth, and outsized client (+46%) and gaming (2.8x) strength. I believe AMD's expanding AI PC roadmap (2.5x portfolio since...
AMD (AMD 0.81%) has signed major deals with large artificial intelligence companies, which are likely to boost sales and profits in the upcoming years.
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