Advanced Micro Devices (NASDAQ: AMD ) is set for strong growth going forward as cloud service providers ((CSPs)) and enterprises gravitate towards inferencing AI models with MI300X GPUs. Management is estimating the TAM for AI accelerators to grow at 60% annually to $500bMichael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working in industries that range from O&G, ...

AMD stock just hit a 52-week low.Following a sharp rebound in 2023, the capital markets have been scorching hot this year -- with the S&P 500 and Nasdaq Composite gaining 24% and 30%, respectively, as of market close on Dec. 20.Of course, this year's hottest investment theme -- artificial intelligence (AI) -- remained unchanged from 2023. Within the AI realm, semiconductor stocks have generated some of the most lucrative returns over the last couple of years.But one stock that hasn't seemed to captivate inv ...

The rise of artificial intelligence (AI) in 2024 has reshaped our world in ways previously confined to science fiction. Virtual assistants now handle complex customer service queries with human-like understanding, while AI-powered chips process vast amounts of data at unprecedented speeds. These technological breakthroughs have caught Wall Street's attention, driving the S&P 500's (^GSPC 1.10%) remarkable bull run since October 2022.The economic impact of this AI revolution promises to be transformative. Pw ...

AMD (NASDAQ: AMD )’s shares have massively disappointed since the semiconductor company reported results for its third fiscal quarter in October. Although AMD reported a doubling of its Data Center segment revenue in the September quarter, Y/Y, a relatively modestI look for high-risk, high-reward situations, mainly in the technology markets. I am an early buyer of Bitcoin and my portfolio mainly focused on companies with asymmetric long-term upside. My top holdings include: Bitcoin, Tesla, Google, Amazon an ...

Advanced Micro Devices (AMD) closed the latest trading day at $126.29, indicating a +1.36% change from the previous session's end. This change outpaced the S&P 500's 1.1% gain on the day. Meanwhile, the Dow experienced a rise of 0.91%, and the technology-dominated Nasdaq saw an increase of 1.35%.The chipmaker's shares have seen a decrease of 11.71% over the last month, not keeping up with the Computer and Technology sector's gain of 5.09% and the S&P 500's gain of 0.22%.Analysts and investors alike will be ...

In today's video, I will be talking about the recent updates regarding Qualcomm (QCOM 0.33%). Watch the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were from the trading day of Dec. 20, 2024. The video was published on Dec. 23, 2024. ...

These five semiconductor stocks can benefit from more than just artificial intelligence.In today's video, I discuss Advanced Micro Devices (AMD 0.59%) and other semiconductor stocks that long-term investors should keep on their watch lists. To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the market prices of Dec. 19, 2024. The video was published on Dec. 19, 2024. ...

In 2024, semiconductor stocks generally saw outsized returns on account of the artificial intelligence boom. Well, most of them did, anyway — with notable exceptions including Intel (NASDAQ: INTC) and Advanced Micro Devices (NASDAQ: AMD).While Intel’s woes are relatively straightforward — abrupt leadership changes, restructuring, and delay after delay with regard to bootstrapping manufacturing, all occurring while losses continued to mount, the reasons why AMD stock failed to capitalize on the ongoing AI ra ...

Experience as an investment analyst for a major BB-Bank, as well as private equity consultant for MBB. Currently working towards the CFA charter, having completed I&II. Passion for risk-assets (Growth, Contrarian, Emerging Market) ex-colleague and close friend of Investor ExpressAnalyst’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 m ...

Advanced Micro Devices (NASDAQ: AMD ) has experienced a significant turnaround in the past decade. The company has transformed from a relatively fringe chip designer to a major player in the data center, enterprise-grade CPU, enterprise-grade GPU, and adaptive SoCs markets. Over the pastAnalyst’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 exp ...