Core Viewpoint - AMD's stock has the potential to double in three years if it successfully expands its data center business, particularly in the AI accelerator market, which is projected to exceed $500 billion by 2028 [6][13]. Group 1: AMD's Market Position and Growth Potential - AMD shares have surged 81% over the last three months, recovering from underperformance in 2024 [1]. - AMD's data center revenue grew 84% year over year to $13.9 billion, while Nvidia's data center revenue doubled to over $131 billion [7]. - Analysts expect AMD's total revenue to reach $44 billion by 2027, with earnings per share growing 30% annually to $7.12 [13]. Group 2: Competitive Landscape - Nvidia dominates the data center chip market, but there is increasing demand for cost-effective alternatives, positioning AMD as a viable competitor [8]. - AMD's strategic acquisitions, including Xilinx and Pensando Systems, have enhanced its chip offerings and capabilities in the data center segment [9][10]. - Despite AMD's growth, Nvidia's data center revenue is currently nearly 10 times larger than AMD's, highlighting the competitive gap [11]. Group 3: Investment Considerations - Investors are closely monitoring AMD's data center growth as it is a key catalyst for margin expansion and earnings growth [4][14]. - Both AMD and Nvidia are trading at similar forward price-to-earnings multiples of about 39, reflecting comparable earnings growth prospects [3][14]. - AMD's lower current margins compared to other semiconductor companies suggest significant potential for margin expansion as it ramps up new chips for the data center market [12].

Core Idea - Nvidia holds equity investments in various AI businesses, including CoreWeave, which has emerged as a significant player in the AI infrastructure market [1][2][3] Company Overview - CoreWeave operates as a "neocloud," providing access to GPU architecture through cloud-based infrastructure, appealing to businesses unable to purchase GPUs directly due to rising prices [6] - The company has attracted high-profile customers and secured multiyear, billion-dollar deals by offering a more flexible and potentially affordable model compared to major cloud providers [8] Financial Performance - For the quarter ended March 31, CoreWeave generated $982 million in revenue, reflecting a 420% year-over-year increase [10] - Despite a widening net loss, management raised guidance for revenue and capital expenditures, indicating a focus on long-term growth in AI infrastructure [12] Market Position and Valuation - CoreWeave's valuation is compared to Oracle's on a price-to-sales basis, with CoreWeave trading at a premium due to its high-growth potential in the AI sector [15][18] - The company completed an IPO earlier this year and has secured significant deals, including an $11.2 billion agreement with OpenAI, contributing to investor enthusiasm [18] Investment Strategy - The recommendation for investors is to consider dollar-cost averaging when investing in CoreWeave stock to mitigate risk over time [19] - CoreWeave is viewed as a compelling opportunity in the AI infrastructure space, particularly as a Nvidia-backed data center stock [20]

The tech giant amped up its AI infrastructure spending plans for 2025.Over the next several weeks, companies will report financial and operating results for the second quarter of 2025. As usual, technology investors will be focused on one thing: artificial intelligence (AI)."Magnificent Seven" member Alphabet kicked things off earlier this week, reporting robust results across its search, advertising, and cloud computing divisions.While Alphabet shareholders should be encouraged by the internet giant's stro ...

AMD appears to be in a good position to exceed its guidance when it reports Q2 earnings on Aug. 5.Advanced Micro Devices (AMD 2.24%) stock witnessed a tremendous rally in the past three months, rising a remarkable 78% during this short period, and it looks like the chipmaker's stunning stock market run is set to get a boost when it releases its second-quarter 2025 results after the market closes on Aug. 5.The company is benefiting from the artificial intelligence (AI)-fueled growth in the data center and th ...

Artificial intelligence (AI) investing has been a key market theme over the past two and a half years, and it's slated to remain a significant part of investing for the next few years as well. The reality is that massive AI infrastructure is still needed, and the build-out isn't slated to slow anytime soon.Even though many stocks have already risen significantly, it doesn't mean their upside is capped at today's levels. I wouldn't be surprised to see these four continue to generate substantial returns for i ...

Artificial intelligence (AI) stocks have been delivering incredible gains to investors. And with so many companies using AI technology, there's no shortage of investment opportunities.While businesses involving new technology can be volatile, you don't need to take on outsized risk to get AI exposure. The four companies below are all highly successful and should be long-term winners. 1. NvidiaNvidia (NVDA 1.75%) is the largest AI chipmaker and the largest company in the world, with a market cap of $4.2 tril ...

Alternatively, you can invest in a company like ASML Holding (ASML 1.53%), which benefits from the growth of AI, regardless of its application or end use case. Here's why ASML has the makings of a foundational growth stock for long-term investors to buy and hold for years to come. There are numerous ways to invest in artificial intelligence (AI), ranging from companies building and training AI models to organizations deploying AI to enhance existing processes. You can invest in companies that develop digita ...

An industry-leading product and robust secular tailwinds should help take this artificial intelligence (AI) pioneer to the next level. Artificial intelligence (AI) has been all the rage in recent years, and experts predict there's a long runway ahead. New applications for the technology are flying off the drawing board at a relentless pace, and it's already being deployed to streamline business processes, create original content, and increase productivity. Despite what we've seen thus far, it's still the ea ...

On July 10, 2025, Andrew Hill Investment Advisors disclosed in its second-quarter 13F filing with the SEC that it had purchased 25,219 shares of Nvidia (NVDA 2.01%) in the period. This boosted the firm's Nvidia holdings to 31,225 shares, a position that was worth $4.93 million as of July 10, 2025.What else to knowThe Nvidia position was 3.97% of the firm’s 13F AUM as of the end of Q2 2025.Andrew Hill Investment Advisors' top five holdings as of the filing:GLD: $19.85 million (16.0% of AUM)JPM: $12.04 millio ...

The technology sector saw growth in the second quarter of 2025, driven by strong adoption of Artificial Intelligence (AI) and machine learning, as well as Generative AI (GenAI). The sector is riding on the ongoing digitalization wave. The rapid adoption of AI, cloud computing, 5G, the Internet of Things, wearables, headsets supporting augmented and virtual reality technologies, drones, robotics, cybersecurity, blockchain and quantum computing is expected to have aided sector participants.A number of technol ...