CHINA - 2024/09/17: In this photo illustration, Advanced Micro Devices logo (AMD) is displayed on a ... [+] smartphone with a S&P index website background. (Photo Illustration by Alvin Chan/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesAdvanced Micro Devices stock (NASDAQ: AMD) stock dropped about 13% over the past two trading days, following its Q3 earnings report, during which the company provided slightly softer-than-expected guidance for the upcoming quarter. AMD forec ...

Investors who own Nvidia stock might benefit from adding its top competitor to their portfolio.Nvidia (NVDA 1.99%) CEO Jensen Huang thinks data center operators will spend $1 trillion upgrading their infrastructure over the next five years in order to support demand from artificial intelligence (AI) developers. Part of that money will be spent on graphics processing units (GPUs), which are the optimal chips for AI training and AI inference.Nvidia is the top supplier of data center GPUs, and its stock has so ...

Advanced Micro Devices (NASDAQ: AMD) recently reported its fiscal Q3 earnings, revealing a mixed bag that left investors divided.The company’s earnings per share met expectations at $0.92, while revenue exceeded predictions at $6.8 billion, compared to the anticipated $6.7 billion.Despite these positive results, AMD’s stock tumbled over 9% following a conservative Q4 revenue outlook of $7.2 billion to $7.8 billion, below Wall Street’s midpoint estimate of $7.55 billion. AMD one-month stock price.Source: Fin ...

The chip designer has found a niche with AI inference.When it comes to chips for artificial intelligence (AI), Advanced Micro Devices (AMD -1.53%) continues to play second fiddle to leader Nvidia. However, it still benefits from the overall AI infrastructure build-out, as customers look to at least keep Nvidia (NVDA 1.99%) honest by getting some of their chips elsewhere.While AMD put up strong AI-related growth, investors nonetheless sold off the stock. The shares now trade just in positive territory on the ...

股 票 研 究 [Table_Market] 海 外 公 司 （ 美 国 ） 证 券 研 究 报 告 国泰君安版权所有发送给上海东方财富金融数据服务有限公司.东财接收研报邮箱.ybjieshou@eastmoney.com p1 AI 芯片迭代顺利，需求旺盛驱动增长 超威半导体(AMD.O) [Table_Industry] 海外信息科技 [Table_Invest] 评级： 增持 ——超威半导体 FY24Q3 业绩点评 | --- | --- | --- | |----------|-------------------------------------|----------------------------| | | | | | | [table_Authors] 秦和平 ( 分析师 ) | 钟吉芸 ( 研究助理 ) | | | 0755-23976666 | 0755-23976666 | | | qinheping027734@gtjas.com | zhongjiyun029768@gtjas.com | | 登记编号 | S0880523110003 | S0880124060021 | 本报 ...

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. This text expresses the views of the author as of the date indicated and such views are subject to ch ...

The semiconductor design company is experiencing mixed results across various business segments.AMD's (AMD -3.05%) AI business is thriving, but other segments continue to weigh on the company's growth.*Stock prices used were the afternoon prices of Oct. 29, 2024. The video was published on Oct. 31, 2024. ...

This year has been largely one of the haves and the have-nots in the semiconductor industry. Statistical measurements show a skewed relationship between the winners and losers. Among 62 semiconductor companies on U.S. and Canadian exchanges, the median return is just 0.8% in 2024. This means that approximately half of those 62 companies had returns below 0.8%, and the other half had returns above it. But the average return is 8.8%. The average return is 8% higher than the median, showing that the best-perfo ...

There was good news for Nvidia if you read between the lines in AMD's Q3 update.You've probably heard the adage, "Birds of a feather flock together." This old saying is often applicable to stocks. Good news for a company can be good news for its rivals and vice versa.Advanced Micro Devices (AMD -3.05%) stock declined sharply on Wednesday after announcing its third-quarter results. Some could interpret this sell-off as potentially a warning sign for the company's top rival, Nvidia (NVDA -4.72%). However, tha ...