But what caught my eye in the AMD release is that this is not just for traditional supercomputing for tech. This energy, medicine, health, national security. This to me sounds like a a government initiative to stay ahead of everybody else in the world in all of these verticals, not just traditional data center compute.Can you tell us how uh if I were say Thermoffisher or if I were Eli Willie, I would be able to get into this and say I want some of that compute power. >> You're absolutely right, Jim. This is ...

Group 1 - Advanced Micro Devices, Inc. (AMD) has recently gained attention due to its quantum work and supply constraints affecting its product line, leading to a stock increase of 7.6% to a new high [1] - AMD manufactures semiconductors including CPUs, GPUs, and adaptive chips, with notable brands such as AMD Ryzen, Radeon, EPYC, Instinct, and Versal [1] - CEO Lisa Su is recognized for her strong leadership, emphasizing confidence in AMD's partnerships, particularly with OpenAI, which has placed significant orders for chips [1] Group 2 - While AMD shows potential as an investment, there are AI stocks perceived to have greater upside potential and lower downside risk [1]

Core Insights - AMD stock has reached all-time highs recently, with a significant increase of 64% in just one month, indicating strong market performance and investor interest [1][3] - The company has a market capitalization of $410 billion and is recognized for its production of GPUs and CPUs, which are essential in computing [2] - AMD's stock has outperformed the Nasdaq Composite index, which has only gained 23% year-to-date, while AMD has surged by 117% [3] Financial Performance - AMD reported second-quarter adjusted earnings per share of $0.48, slightly missing analysts' expectations, but revenue of $7.69 billion exceeded forecasts and represented a 32% year-over-year increase [7] Market Position - AMD is actively increasing its market share in the desktop computer processing sector, currently holding 32.2% of the market, which has grown by over 9% year-over-year, while Intel maintains a 67% share [4] Strategic Partnerships - A significant factor in AMD's recent stock performance is its agreement with OpenAI to supply up to 6 gigawatts of data center capacity using AMD Instinct GPUs, which also allows OpenAI to acquire a 10% stake in AMD [5][6]

The U.S. has formed a $1 billion partnership with Advanced Micro Devices to construct two supercomputers that will tackle large scientific problems ranging from nuclear power to cancer treatments to national security. AMD CEO Lisa Su joins CNBC's 'Squawk on the Street' to discuss. ...

Core Viewpoint - AMD has announced a partnership with the Department of Energy to develop two new supercomputers utilizing its latest AI technology, aiming for rapid deployment to support national research efforts in various fields including energy, medicine, and national security [2][3][6]. Group 1: Partnership Details - The partnership is characterized as a non-traditional collaboration between government and industry, focusing on delivering computing power quickly to national labs for diverse research applications [7][8]. - The first supercomputer will be deployed early next year, while the second will utilize AMD's next-generation MI400 series [3][5]. Group 2: Market Implications - The partnership is expected to enhance access to computing resources for private industries, allowing companies like Thermo Fisher and Eli Lilly to leverage the computing power for their own research needs [6][8]. - AMD's CEO emphasized that the addressable market for AI and inference is expanding, driven by increased demand for computing as AI models improve [15][16]. Group 3: Competitive Landscape - AMD's MI400 series is positioned as competitive with Nvidia's offerings, indicating a strategic advantage in securing government contracts [3][4]. - The collaboration with IBM on quantum computing aims to integrate classical and quantum computing capabilities to address significant challenges in material science and energy [10][13].

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Most Promising AI Stocks to Buy Right Now. On October 15, analyst Matt Bryson from Wedbush lifted the price objective on the company’s stock from $190 to $270, while keeping an “Outperform” rating. The lift in price objective came after Advanced Micro Devices, Inc. (NASDAQ:AMD) announced 2 blockbuster deals with Oracle and OpenAI. The analyst believes that the company has clearly provided future certainty related to the GPU demand, announcing new agre ...

The U.S. Department of Energy has struck a $1 billion deal with Advanced Micro Systems (AMD) to build two supercomputers that have unprecedented power to supercharge scientific advances ranging from n... ...

Core Viewpoint - The article expresses a bullish sentiment on Advanced Micro Devices (AMD), highlighting a favorable investment outlook since October of the previous year, particularly in contrast to Nvidia's market position [1]. Group 1: Company Analysis - Advanced Micro Devices (AMD) has been favored by analysts, with a long position indicated by the chief investment analyst at a family office [1]. - The investment group, Beyond the Wall Investing, provides insights that align with institutional market participants, suggesting a focus on high-quality analysis and data filtering [1]. Group 2: Market Context - The article notes a significant interest in Nvidia, which may have overshadowed AMD, but the bullish stance on AMD suggests potential undervaluation or overlooked opportunities in the market [1].

Core Insights - Nvidia, AMD, and Broadcom's combined market value surged from approximately $600 billion to nearly $6.8 trillion over three years, indicating a tenfold increase in valuation [1][2] - Nvidia leads the semiconductor revolution with a forward P/E ratio of 42.5x, which is 64% above the sector median, while AMD and Broadcom also trade at multiples significantly higher than their historical norms [2][6] - Institutional investors, including hedge funds, are increasing their semiconductor exposure, betting on continued AI spending growth [4][5] Company Performance - Nvidia is recognized as the most valuable commodity on Wall Street, with analysts projecting a 45% upside for its stock [5] - AMD and Broadcom are also expected to see significant stock price increases, with projected upsides of 13% and 16%, respectively [5] - The companies are viewed as essential infrastructure in the AI era, with earnings growth outpacing expectations [3][6] Market Sentiment - Despite high valuations, institutional investors remain committed to these stocks, viewing AI demand as a long-term growth driver [4][6] - The market perceives the current high valuations as a new normal rather than a bubble, with many investors treating pullbacks as buying opportunities [6][7] - The significant price increases of 1,000% over three years for these companies have led to a belief that fighting against their growth could be more costly than chasing their stocks [7]

Group 1: Company Overview - Advanced Micro Devices (AMD) is a $421 billion company with $30 billion in revenue, currently trading at $259.67 [7] - AMD develops x86 microprocessors, accelerated processing units, chipsets, discrete and integrated GPUs, and data center GPUs across various sectors [5] Group 2: Stock Performance - AMD's stock has risen by 62.8% over 21 trading days, driven by a major deal with OpenAI to supply GPU chips for 6 gigawatts of computing capacity over the next five years [1] - The stock experienced a decline of 65.4% from a peak of $161.91 on November 29, 2021, to $55.94 on October 14, 2022, compared to a 25.4% drop for the S&P 500 [8] - AMD's stock fully recovered to its pre-Crisis peak by January 18, 2024, and reached a high of $259.67 on October 27, 2025 [8] Group 3: Financial Metrics - Revenue growth over the last 12 months has been 27.2%, with an operating margin of 8.3% [7] - AMD's stock is currently trading at a P/E multiple of 148.7 and a P/EBIT multiple of 170.1 [7] - The company has a Debt to Equity ratio of 0.01 and a Cash to Assets ratio of 0.08 [7] Group 4: Market Context - The stock has historically returned a median of 17.4% within a year following significant declines since 2010 [7] - AMD's stock performance has been worse than the S&P 500 during various economic downturns, raising concerns about its downturn resilience [3][9]