Advanced Micro Devices (AMD) at a press conference prior to CES 2025 unveiled new cutting-edge AI PC processors for consumers and businesses. The Ryzen AI Max Series delivers top-tier performance for premium thin laptops, while the AI 300 Series, powered by “Zen 5” architecture, provides expanded options for advanced computing. The AI 200 Series supports everyday productivity.For business applications, AMD introduced Ryzen PRO versions with enterprise-grade security and management tools, strengthening its p ...

Though the market has enjoyed a great stretch over the last year or so, not all have joined the party, a list that includes popular names such as Advanced Micro Devices (AMD) and Nike (NKE) .Both have underperformed in a big way over the past year, as shown below.Image Source: Zacks Investment ResearchIt raises a valid question: are these beaten-down stocks worth investors’ attention? Let’s take a closer look at how each stacks up.NIKE Looks to Shake Off Woes NIKE shares faced pressure following the release ...

U.S. stocks could open on a tentative note on Tuesday after the averages closed on a mixed note on Monday. Despite a rally in AI stocks and chip-making companies, futures were mixed on Tuesday, pointing at cautiousness among investors.On investors' radar will be AI bellwether Nvidia Corp. NVDA, Advanced Micro Devices Inc. AMD, Micron Technology Inc. MU, and Toyota Motor Corp. TM, among others.FuturesChange (+/-)Nasdaq 100-0.023%S&P 5000.079%Dow Jones0.11%R2K0.15%In premarket trading on Tuesday, the SPDR S&P ...

Subscription and Analysis Service - Beyond the Wall Investing offers a subscription service providing access to high-quality analysis of Wall Street buying and selling ideas, including a free trial and a 10% discount [1] - The service is run by Daniel Sereda, a chief investment analyst at a family office with expertise in filtering critical investment ideas from vast data [1] Advanced Micro Devices (AMD) Coverage - The analyst has written 5 articles about AMD since August 2023, with ratings ranging from "Sell" to "Buy" [1] - The most recent article on AMD was published on Seeking Alpha, reflecting the analyst's independent opinion [1] Analyst's Position and Disclosure - The analyst holds a beneficial long position in AMD through stock ownership, options, or other derivatives [1] - The analyst is not receiving compensation for the article other than from Seeking Alpha and has no business relationship with the mentioned companies [1]

Full portfolio of AMD-powered Dell notebooks, desktops, and workstations meet the demands of the modern enterprise Ryzen AI PRO Chip Shot Ryzen AI PRO Chip Shot LAS VEGAS, Jan. 06, 2025 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) today in a press conference ahead of CES 2025 announced that AMD Ryzen AI PRO processors will power new Dell Pro devices. These new PCs will be the first Dell commercial devices shipping with AMD Ryzen AI PRO processors, marking a significant milestone in the strategic collaboration b ...

At CES 2025 in Las Vegas, AMD unveiled a slew of new chips destined for devices ranging from desktops to gaming handhelds.AMD is riding high coming into this year’s CES. The company commanded a 28.7% share of the desktop CPU segment in Q3 2024, up 9.6 percentage points compared to the same quarter the year prior. In mobile, AMD held 22.3% of the chip market as of last Q3, a 2.8-percentage-point uptick from the previous fiscal period. The company isn’t resting on its laurels, though. AMD’s 2025 strategy is ...

Ryzen AI Max Chip Shot Ryzen AI Max Chip Shot — AMD Ryzen™ AI Max, AMD Ryzen™ AI 300 Series and AMD Ryzen™ 200 Series processors bring incredible performance for next-gen AI PCs — — AMD Ryzen™ AI Max PRO, AMD Ryzen™ AI 300 PRO and AMD Ryzen™ 200 PRO Series processors bring cutting-edge performance to business PCs — LAS VEGAS, Jan. 06, 2025 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) unveiled new processors today, ahead of CES 2025, furthering its leadership in the AI PC market and offering mobile users the m ...

Intel's Market Challenges - Intel's stock plunged 58% in the last 12 months due to its failure to capitalize on emerging markets for new computing and chip applications [1] - Intel lost its data center chip revenue leadership to AMD, which surpassed Intel in the last quarter, reversing the 2022 trend where Intel's revenue was three times that of AMD [2] - Intel failed to tap into the growing data center chip market and the graphics processing unit (GPU) market, which significantly boosted Nvidia's valuation [3] - Despite holding about 75% of the market for CPUs in data centers, Intel's revenue share from data center chips is significantly lower, indicating inefficiencies [4] - Intel lost its dominance in the PC gaming market to AMD, further eroding its market position [6] Competitive Landscape - Companies like Amazon, Microsoft, and Alphabet are bypassing Intel's x86 architecture in favor of ARM-based chips and in-house designs for their data centers [4][5] - ARM-based chips are becoming central to Nvidia's AI systems and are gaining traction in laptops, especially with Microsoft's collaboration with ARM [5] - AMD has emerged as a strong competitor, challenging Intel's dominance in the advanced general-purpose chips (CPUs) market [3] Intel's Strategic Efforts - Intel is focusing on its product portfolio, manufacturing, and foundry capabilities to regain market share [6] - Intel is developing a new AI chip, Falcon Shores, targeted for launch in 2025 [8] - Intel has a chipmaking deal with Amazon leveraging its 18A technology and is collaborating with AMD to develop the x86 ecosystem [8] Market Position and Revenue - Analysts estimate Intel's 2024 revenue at approximately $55 billion, compared to Nvidia's estimated $60 billion [7] - Intel still holds a leading market share for desktop and notebook CPUs, despite its overall market challenges [7] Leadership and Turnaround Efforts - Intel is seeking a permanent CEO after firing Pat Gelsinger in December, whose turnaround efforts, including competing with TSMC, failed to impress the board [6]

Company Overview - Advanced Micro Devices Inc (AMD) is a leading semiconductor company operating in both the CPU and GPU markets [1] Competitive Landscape - AMD has faced challenges in recent years compared to its competitor Nvidia [1] Research Methodology - The analysis employs a disciplined long-term approach rooted in contrarian thinking and unorthodox strategies [1] - Insights are grounded in fundamental analysis and value investing principles [1] - The approach aims to uncover overlooked opportunities and challenge prevailing market narratives [1] - The focus is on rational forward-looking assessments to guide investors toward sustainable value-driven decisions [1]

Company Overview - MMMT Wealth is managed by Oliver, a CPA with experience in private equity, hedge funds, and asset management [2] - The company was founded in 2023, focusing on investment strategies and stock analysis through platforms like X and Substack [2] - Oliver's investment approach involves gathering insights from investor calls, presentations, financials, and news, with a focus on a 3-5 year horizon [2] - Oliver has 5 years of investing experience and 4 years as a CPA, emphasizing passion and thorough research in identifying top businesses [2] Investment Focus - The company aims to identify life-changing investment opportunities, even if limited to 1 or 2 key investments [2] - Oliver holds long positions in NU and AMZN through stock ownership, options, or other derivatives [2] Disclosure and Independence - The article reflects Oliver's personal opinions and is not influenced by compensation or business relationships with mentioned companies [2] - Seeking Alpha clarifies that its analysts, including Oliver, are third-party authors and not licensed securities dealers or investment advisers [3]