Advanced Micro Devices (NASDAQ:AMD) is one of the 10 best NASDAQ growth stocks to buy for the next 10 years. On January 29, Susquehanna analyst Christopher Rolland reiterated his Buy rating on Advanced Micro Devices (NASDAQ:AMD) stock, along with a price target of $300. This represents a 19% upside from the current price. Top Industry in the World in 2024 The reasons for the above upgrade are twofold. First, AMD’s fundamentals are improving according to the analyst. AMD’s EPYC Server CPUs have a strong d ...

Core Viewpoint - AMD reported unexpected sales growth in the Chinese market for the October to December quarter, but warned of uncertainties due to ongoing geopolitical tensions affecting U.S. chip companies [2] Group 1: Financial Performance - AMD's revenue for the quarter reached $10.3 billion, a 34% year-over-year increase, including $390 million from the MI308 AI chip sales, which were not included in previous forecasts [2] - The data center business segment generated $5.4 billion in sales, up 39% year-over-year, driven by growth in CPU and AI GPU sales [6] - Client and gaming business revenue grew 37% to $3.9 billion, primarily due to increased demand for Ryzen processors [6] Group 2: Market Dynamics - AMD plans to ship an additional $100 million worth of MI308 chips to China in the upcoming quarter, but has not forecasted any additional revenue from China due to market uncertainties [3] - The company is actively working on obtaining licenses for the MI325 chip and is in discussions with customers to understand their needs [3] - Despite the overall PC market expected to shrink due to rising component prices, AMD anticipates continued growth in its PC business through 2026, focusing on enterprise and high-end markets [8] Group 3: Product Development - AMD is set to launch a new integrated server-level AI system named Helios later this year, with ongoing discussions to increase sales of Helios or MI450 chips [6] - The company is also preparing to reintroduce older CPUs based on the Zen 3 architecture to address memory shortages and facilitate upgrades for users with existing DDR4 memory [8] - AMD's enterprise business has become its largest segment, indicating a shift in focus towards data center and enterprise solutions [9]

Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada, US, on Tuesday, Jan. 6, 2026.Advanced Micro Devices reported fourth-quarter earnings on Tuesday after the bell. The chipmaker beat Wall Street's revenue and profit estimates, but shares plunged more than 8% in extended trading because its guidance came up short of some expectations.AMD's main rival, Nvidia, is facing difficulties of its own. CEO Jensen Huang told CNBC's Jim Cramer on Tuesday that th ...

Major U.S. indices closed lower on Tuesday, with the Dow Jones Industrial Average slipping 0.3% to 49,240.99, the S&P 500 falling 0.8% to 6,917.81, and the Nasdaq dropping 1.4% to 23,255.18.These are the top stocks that gained the attention of retail traders and investors through the day:Super Micro Computer, Inc. (NASDAQ:SMCI) Super Micro Computer shares dipped slightly by 0.13%, closing at $29.67. The stock hit an intraday high of $30.17 and a low of $28.64, with a 52-week range of $66.44 to $27.35. In th ...

Market Overview - The GIFT Nifty is trading with losses of around 0.3% at 25,779, indicating a negative open for the benchmark index [1] - The Nifty 50 closed up more than 2.5% at above 25,700, marking its best performance since May 2025 [2] - Sensex increased by 2.54% to end at 83,739.13, with midcap and small-cap indices gaining nearly 3% [2] US Market Recap - A tech-led selloff caused stocks to retreat from near-record highs, with the S&P 500 dropping 0.8% and the Nasdaq 100 falling 1.6% [3][4] - Concerns over software stocks were heightened by Anthropic's automation tool, impacting investor sentiment [4] - Oil prices rose due to geopolitical risks, while gold rebounded after a significant decline [3] Asian Market Update - Most Asian shares fell following the US tech-led selloff, with Japanese and Australian stocks opening lower [5] - Advanced Micro Devices Inc. shares declined after issuing a disappointing sales forecast [5] Commodity Check - Oil prices increased for a second consecutive session, with West Texas Intermediate nearing $64 per barrel after a 1.7% gain [6] - Gold stabilized after recovering some losses, trading near $4,950 an ounce, having jumped over 6% in the previous session [7] Key Events - The Reserve Bank of India's monetary policy committee meeting is set to start, with an interest rate decision to be announced on Friday [8] Earnings Reports - TCI Express reported a revenue increase of 5.9% to Rs 314.1 crore and a net profit rise of 14.8% to Rs 22.0 crore [11] - Mankind Pharma's revenue grew by 11.5% to Rs 3,567 crore, with a net profit increase of 7.6% to Rs 409 crore [11] - Aditya Birla Capital's total income rose by 13.1% to Rs 12,002 crore, with a profit increase of 10.5% to Rs 945 crore [12] Corporate Actions - NBCC (India) received work orders worth Rs 271.32 crore [26] - Tata Communications' CFO resigned, and Satin Creditcare Network appointed a new CFO [26] - JK Lakshmi Cement announced an increase in expansion project costs from Rs 2,500 crore to Rs 3,000 crore [26] Stocks in News - Aditya Birla Capital approved raising funds via NCDs within an overall borrowing limit of Rs 1,65,000 crore [26] - Varroc Engineering secured a strategic contract with a global EV OEM for AC-bi-directional wall chargers [26] - Shipping Corporation of India signed an MOU to acquire and operate vessels and containers [26]

该公司周二在声明中表示，第一季度销售额预计约为98亿美元，上下浮动3亿美元。根据数据，分析师平均预估为 93.9亿美元，但部分预测曾超过100亿美元。 一个喜忧参半的消息是，AMD表示已开始向中国销售一款旧型号芯片。此举虽增加了销售额并表明公司正在应对贸易 限制，但也挤压了利润率。 这一前景展望让期待AI计算支出能带来更丰厚回报的投资者感到失望。在这个利润丰厚的市场，AMD仍在奋力追赶英 伟达，但该公司表示，预计今年下半年推出的新一代更强大设计将为其带来优势。 财报公布后，该公司股价在盘后交易中一路下行，截至发稿，该股盘后大跌8%。截至周二收盘，该股今年累计上涨 13%。 AMD公司(AMD.US)于美东时间周二盘后发布了第四季度财报，作为人工智能处理器市场英伟达(NVDA.US)的主要挑战者， AMD对当前季度的业绩预测令市场失望，表明其在AI领域的进展并未达到部分投资者的乐观预期。 游戏业务收入季度收入增长50%至8.43亿美元，不及市场平均预期的8.55亿美元，嵌入式业务收入增长2.9%至9.5亿 美元，不及市场平均预期的9.61亿美元。 | Segment | | | | | | | | --- | ...

AMD fourth quarter earnings just now crossing the wire. Let's get to Young Finance tech Dan Howie for the results. Dan, what do you see.>> Shares are down more than 5% but they beat on both the top and bottom line. Uh we saw EPS of $153 on revenue of $10.3% billion. That uh was ahead of expectations of $132 and 9.6% billion.Uh we also saw uh the data center revenue come in at 9.5% uh uh sorry uh data center revenue came in at 5.4% billion versus expectations of 4.97% billion. They also gave better thanex ex ...

Japanese and Australian equities both opened lower, while futures pointed to losses in Hong Kong. A drawdown in software makers weighed during US trading, dragging down the S&P 500 and Nasdaq 100 indexes. Shares of Advanced Micro Devices Inc. tumbled in late trading after the company, gave a disappointing sales forecast.Despite losses in major benchmarks, most shares in the S&P 500 actually rose. FedEx Corp., an economic barometer, extended a record-breaking rally. Walmart Inc. topped $1 trillion. Oil clim ...

具体到一些细分市场，苏姿丰称，去年第四季度AMD向云和企业客户销售的服务器CPU创新高，年末 AMD在数据中心CPU市场中的份额创历史纪录。看向2026年，服务器CPU市场规模预计将保持百分比 两位数的增长，面向企业客户的PC业务预计在高端溢价基础上继续增长。 她还谈到AMD的产品研发进展和客户合作情况。据介绍，除了与OpenAI合作，AMD还在与其他客户探 讨大规模的多年产品部署计划。芯片迭代方面，MI450系列的开发进展顺利，下半年将发布并生产， AMD还将于2027年推出采用2nm制程的MI500。 中国市场方面，AMD表示，2025年业绩计入了美国限制MI308出口导致约4.4亿美元的库存等相关费 用，第四季度MI308来自中国客户的收入约3.9亿美元。苏姿丰预测，今年第一季度公司将从中国客户获 得与MI308有关的约1亿美元收入，在此之外不预测其他来自这类客户的收入。 不过，苏姿丰表示，考虑到内存等部件的涨价压力，2026年个人电脑市场预计略微下滑。 当地时间2月3日，AMD发布了2025年第四季度财报。该季度AMD营收103亿美元，同比增长34%，净利 润（Non-GAAP）25.2亿美元，同比增 ...

Core Insights - A stock that has exceeded both revenue and earnings estimates has experienced an illogical 8% drop in aftermarket trading, highlighting market irrationality [1] Group 1: Company Performance - The company has shattered top line revenue and bottom line earnings estimates, indicating strong financial performance [1] Group 2: Market Reaction - Despite the positive earnings report, the stock faced an 8% decline in aftermarket trading, suggesting a disconnect between performance and market perception [1]