The Motley Foolยท2025-06-14 07:15Group 1: Advanced Micro Devices (AMD) - AMD shares have increased by 61% since reaching a 52-week low of $76.48 in April, driven by three consecutive quarters of accelerating revenue growth [4][7] - The company is preparing to launch new MI300 series GPUs for data centers, with the MI300 chip generating $5 billion in revenue last year [5][6] - AMD's revenue grew by 36% year-over-year in the first quarter, up from a 24% increase in the previous quarter, attracting investor interest ahead of the upcoming Advancing AI event [7][9] - The MI350 GPU is expected to deliver 35 times more throughput than its predecessor, with strong customer interest noted by management [6][8] - Analysts project a 20% growth in earnings per share for AMD in 2025, followed by a 44% surge in 2026, supporting potential stock gains [9] Group 2: Amazon - Amazon shares have rebounded by 42% from a 52-week low of $151.76, with expectations of record earnings in 2025 and 2026 [11] - The company reported a 62% year-over-year increase in earnings in the first quarter, driven by its extensive use of robotics in fulfillment centers [11][12] - Amazon has the largest fleet of industrial robots, with over 750,000 units, enhancing delivery speeds and efficiency [12] - The company is testing humanoid robots for last-mile delivery, which could significantly improve margins as last-mile costs account for over half of total shipping expenses [13] - The stock is trading at 35 times 2025 earnings estimates, which is considered reasonable given the robust earnings growth and potential for margin improvement [15]