Group 1: Stock Market Performance - The three major U.S. stock indices closed mixed, with the Dow Jones down 0.58%, the Nasdaq up 0.28%, and the S&P 500 up 0.03% [2] - Technology stocks showed mixed results, with Microsoft and Netflix rising over 3%, while AMD and Amazon increased over 2% [2] - Intel experienced a significant drop of 17%, marking its largest single-day decline since August 2024 [2] Group 2: Chinese Stocks and Indices - The Nasdaq Golden Dragon China Index fell by 0.26%, with notable declines in stocks such as Xpeng down over 3%, NIO and Alibaba down over 2%, and Weibo down over 1% [3] - Conversely, stocks like Youdao rose over 4%, New Oriental increased over 2%, and Trip.com gained over 1% [3] - The FTSE China A50 Index futures rose by 0.41%, closing at 14,843 points [4] Group 3: Precious Metals - Spot silver surged by 7.34%, reaching $103.21 per ounce [5] - New York silver also increased by 7.17%, priced at $103.28 per ounce [6] - Silver saw a substantial annual increase of approximately 147%, driven by strong demand, limited refining capacity, and ongoing supply shortages [6] - Analysts noted that geopolitical tensions, a generally weaker dollar, and expectations of a shift to monetary easing by the Federal Reserve are influencing gold demand [6] - Spot gold rose by 1.01%, reaching $4,986.02 per ounce [7]

AMD might be better equipped than Intel to handle a supply crunch. ...

Earlier this month, I analyzed the SA Quant Top 10 in 2026 selected by Steven Cress and team as if it were an equal-weight ETF, using consensus data to calculate potential upside, earnings growth, and valuation. Now, asI have more that 35 years of experience in the investment field having worked as a sell & buy side analyst and portfolio manger for debt and equity funds. I am currently managing a high yield Latam bond fund.My goal, as a Seeking Alpha contributor, is to provide a fundamental view and analysi ...

Core Viewpoint - Advanced Micro Devices (AMD) has experienced significant stock growth, rising over 105% in the past year, with a current market capitalization of $407 billion, reflecting a valuation of approximately 11.8 times expected sales and 36 times expected earnings [1]. Group 1: Valuation and Market Position - AMD's current valuation may not appear attractive by traditional metrics, but it could be considered a deep-value opportunity as time progresses [2]. - The company is expected to continue gaining market share from Intel in the PC and server CPU markets, while also making strides in the AI GPU sector [3]. Group 2: AI Market Dynamics - While ultra-high-end GPUs are crucial for training AI models, more cost-effective hardware can efficiently run AI models, potentially improving AMD's margins despite lower margins compared to top-tier processors [4]. - AMD is not expected to surpass Nvidia in ultra-high-end GPU performance this year, but it has secured a significant partnership with OpenAI, indicating potential for growth in the AI space [5]. - Major tech companies are likely to reduce reliance on Nvidia's processors, with AMD GPUs providing a viable alternative for diversification, particularly in the less hardware-intensive model inference phase [6]. Group 3: Revenue Growth and Future Outlook - If AI revenue growth continues to accelerate, investors may be willing to pay higher valuation multiples for AMD, which reported a 36% year-over-year revenue increase in Q3 2025 and a gross margin of 52% [7]. - The current growth-dependent valuation of AMD may appear attractive if demand for its AI processors continues to rise [8].

Core Insights - Advanced Micro Devices, Inc. (AMD) is recognized as one of the best quantum computing stocks to buy for 2026, particularly due to its strategic collaborations and investments in AI technology [1] Group 1: Strategic Collaborations - Tata Consultancy Services (TCS) has announced a strategic collaboration with AMD to enhance AI adoption, modernize legacy systems, and create secure digital workplaces [1][2] - Both companies plan to invest in talent to develop a pool of experts for co-innovating next-generation AI solutions [2] - Industry-specific GenAI frameworks are expected to be created for sectors such as life sciences, manufacturing, and banking, financial services, and insurance (BFSI) [2] Group 2: AI Performance Enhancements - The collaboration aims to deliver tailored accelerators, frameworks, and best practices to improve AI performance across training and inference workloads [3] - This initiative is designed to help companies fully leverage the capabilities of AI technology [3] Group 3: Data Center Lease - Riot has entered into a Data Center Lease with AMD to provide 25 MW of critical IT load capacity at the Rockdale Site, with an initial term of 10 years [3]

Advanced Micro Devices (NASDAQ: AMD stock) rose roughly 4% on Friday as investors repositioned into the chipmaker following Intel's disappointing fourth-quarter guidance. The move underscores a critic... ...

Core Viewpoint - Healthy competition between AMD and Nvidia has driven innovation and investor returns, with AMD significantly outperforming Nvidia in 2025 [1] Performance Summary - AMD shares rose approximately 77% in 2025, nearly doubling Nvidia's 39% gain, with a notable divergence in performance in the latter half of the year after AMD secured a multi-year deal with OpenAI [2] - AMD's disciplined execution and expanding AI footprint present a compelling investment opportunity as the company trades around $250 per share in early 2026 [5] Revenue Growth - The data center segment, now AMD's core growth engine, delivered record revenue of $4.3 billion in Q3 2025, up 22% year-over-year, driven by demand for 5th Gen EPYC processors and Instinct accelerators [6] - AMD's MI300 series exceeded expectations, capturing market share amid Nvidia's supply constraints, with management projecting over 60% CAGR in data center revenue in the coming years [7] Competitive Positioning - The MI355X accelerator is positioned as a cost-effective alternative to Nvidia's offerings, gaining traction for its performance-per-dollar advantages, which helped AMD capture share in inference workloads [8] - AMD's total revenue growth accelerated to the mid-30% range in Q3 2025, leading to significant earnings expansion and a trend of exceeding expectations [9] Nvidia Comparison - Nvidia faced challenges in 2025, including potential saturation in training demand and export restrictions impacting revenue, which contributed to AMD's relative outperformance [10] - Despite Nvidia's impressive quarterly growth, AMD's lower valuation and diversifying customer base attracted investor interest, leading to a rotation towards AMD [11] Strategic Partnerships - AMD's partnerships with major companies like Microsoft, Meta, and Oracle, along with the OpenAI deal, validate its position in the market and provide a competitive edge [12] Future Outlook - The AI inferencing market, projected to grow faster than training, aligns with AMD's strengths, particularly with the upcoming MI400 series accelerators promising significant efficiency and scale improvements [13] - Analysts expect AMD's Q4 2025 earnings report to be a key catalyst, with EPS estimates increased by 0.76% and anticipated revenue growth of 26% to $9.65 billion [14] Earnings Expectations - AMD currently holds a Zacks Rank 3 (Hold) and has a positive Earnings ESP of +2.01%, indicating potential for a positive earnings surprise in the upcoming report [17]

Key Points Intel beat on earnings and revenue in Q4. Intel warned of supply problems in Q1 2026. Supply shortages can be great news for companies that are still producing -- like AMD. 10 stocks we like better than Advanced Micro Devices › Intel (NASDAQ: INTC) stock's in freefall this morning, down more than 15% after announcing an earnings beat but a guidance miss. Advanced Micro Devices (NASDAQ: AMD) stock, on the other hand, is headed in the opposite direction. AMD shares gained 3.8% through 10 ...

【CPU 系列研究】 行业专家视角：Agent AI 时代下 CPU 产业机会 - CPU 龙头厂商专家 20260122 摘要 Agent AI 时代，CPU 角色演变，从服务器调度中心发展为直接参与任 务执行，尤其在决策和多步骤交互中，CPU 重要性显著提升，推动高性 能 CPU 需求。 CPU 价格上涨主要受三方面因素驱动：Agent AI 对高性能 CPU 需求增 加、厂商尝试将 GPU 任务转移至 CPU 以降低成本、以及新一代 CPU 算 力提升。 智能体时代，"沙箱执行"确保运算安全，"工具调用"实现外部交互， "编排调度"协调资源分配，CPU 在这些环节中扮演关键角色。 沙箱技术通过资源切片，提高多用户共享计算资源的利用率和安全性， 尤其在 AI 推理时代，隔离不同任务，确保服务质量。 2025 年 10 月起 CPU 缺货是涨价主因，叠加 AI 需求激增导致存储服务 器需求暴涨，以及 DDR 内存因厂商转向 HBM 而产能紧张，共同推动 CPU 价格上涨。 Q&A 请介绍一下 CPU 的功能及其在 AI 服务器中的角色转变。 CPU，即中央处理器，是计算机系统的核心部件，负责执行数学计算、逻 ...

（文章来源：每日经济新闻） 每经AI快讯，1月23日，明星科技股多数走强，AMD涨近4%，台积电、美光科技、微软涨超2%，英伟 达、Meta、亚马逊涨超1%。 ...