Advanced Micro Devices, Inc. (AMD)

Why AMD, Broadcom, and Taiwan Semiconductor Manufacturing Stocks Rallied on Wednesday

The uncertainty that has gripped the market recently has been palpable. Concerns about the on-again, off-again tariffs, a high-profile spat between the White House and the Federal Reserve Bank, and the ongoing trade war with China have raised concerns about the impact on the broader economy and led to historic volatility.

HostColor Expands its AI Ready AMD Dedicated Servers

HostColor.com (HC) announced the availability of new AMD bare metal servers that are well suited for dedicated clouds, AI-based projects, and other high performance computing projects. HostColor.com (HC) announced the availability of new AMD bare metal servers that are well suited for dedicated clouds, AI-based projects, and other high performance computing projects.

AMD Q1 Preview: Ryzen 9000 Is Sold Out

I reiterate a "Buy" rating on Advanced Micro Devices, Inc. with a fair value of $104 per share, driven by strong growth in EPYC and Ryzen processors. AMD's Ryzen 9000, utilizing Zen 5 architecture, has captured 70% of the desktop power processor market, competing effectively with Intel's 15th Gen. Anticipate 25% revenue growth for FY25, driven by data center segment growth (35%) and client segment growth (30%), despite $800M impact from export controls.

AMD: Brace For A 10% Impact On EPS For FY 2025

A 10% hit to Advanced Micro Devices, Inc.'s EPS in 2025 is quite likely, yet the consensus on Wall Street has only priced in a 3% drop so far. To be specific, I believe the market is underestimating the risk of AMD's $800M inventory charge if export licenses aren't approved, which is a likely scenario. Another headwind includes the upcoming tariffs on semiconductors, which can range anywhere from 25% to 100%. AMD imports a significant amount of AI chips from TSMC.

Wall Street Sees 48% or More Upside for These AI Stocks. Should You Buy Them?

There's a lot of optimism on the long-term prospects of leading semiconductor makers. Big tech companies investing in artificial intelligence (AI) are requiring constant innovation in chip performance to make large language models and AI assistants smarter.

Is AMD Stock a Buy Before Its June Artificial Intelligence (AI) Event?

In today's video, I discuss Advanced Micro Devices (AMD -0.88%) and recent updates affecting the semiconductor market. To learn more, check out the short video, consider subscribing, and click the special offer link below.

3 Artificial Intelligence Stocks to Buy Before the Market Recovers

The stock market has been volatile this year, and it's anyone's guess how things will continue to play out. If there's a recession, then the S&P 500 and stocks as a whole could be headed for even more pain in the months ahead.

The Chip Industry Has Too Many Eggs in the AI Basket

TSMC struck an upbeat note after posting strong earnings, but tariffs and the trade war loom large.

Advanced Micro Devices Inc. (NASDAQ: AMD) Price Prediction and Forecast 2025-2030 (April 2025)

Shares of Advanced Micro Devices ( NASDAQ:AMD ) have been battered over the past month, losing -16.34% and compounding their year-to-date and one-year losses to -27.47% and 43.20%, respectively.

Forget The Tariffs: 3 Chip Stocks To Buy Now

The ongoing U.S.-China trade tensions, particularly around chip tariffs, are causing significant volatility and anxiety for tech investors, impacting stocks like Nvidia, AMD, and Marvell. Despite the tariff issues, AI growth remains strong, and high-quality chip companies could remain highly profitable, with the potential for a trade deal boosting their stocks. Nvidia, AMD, and Marvell have seen substantial stock price declines, making them relatively cheap with strong future profitability prospects despite temporary earnings declines.

Negativity From China's Restrictions On Nvidia And AMD - Positivity From China's Willingness To Talk

To gain an edge, this is what you need to know today.

Nasdaq 100 Analysis: Nvidia, AMD Drop on China Curbs, Dragging US Stocks Down

US stocks fall today with Nasdaq 100 down 1.9% after Nvidia's China chip ban warning. AMD, ASML and other tech names follow, stoking bearish sentiment.

Nvidia, AMD, and Other Chip Stocks Fall as Trump Curbs Exports to China

Semiconductor stocks sank Wednesday after Nvidia (NVDA) and Advanced Micro Devices (AMD) warned they would take a hit after the Trump administration moved to curb the chipmakers' exports to China.

Chip stocks fall as Nvidia, AMD warn of higher costs from China export controls

Technology stocks declined as the chipmaking sector warned of ongoing uncertainty and higher costs from President Donald Trump's tariff plans. Nvidia revealed in a filing Tuesday that will take a $5.5 billion charge tied to exporting its H20 graphics processing units to China.

AMD takes $800M charge on US license requirement for AI chips

AMD says that the U.S. government's license control requirement for exporting AI chips to China and certain other countries may impact its earnings significantly.

Trump Could Target Chips for Tariffs

The Trump administration launched a trade probe into semiconductors that could lead to tariffs and broaden an already sweeping trade war. The Commerce Department is looking at how the importing of chips impacts national security.

AMD: Brutal Sell-Off Likely Will Be Reversed

Advanced Micro Devices, Inc. has underperformed this year, in part due to tariff fears, but is poised for a massive upswing with new AI accelerators like the Instinct MI350 ready to launch. Despite a 43% drop in valuation in the last year, AMD's Data Center revenues have surged, making the chip stock highly attractive as a long-term investment. AMD's Data Center business now represents 50% of total revenue, and Instinct-driven growth should be a major catalyst for growth. Analysts expect 50% Q1 2025 earnings growth Y/Y.

AMD's Edge: Inference, Flexibility, And Cost (Rating Upgrade)

Advanced Micro Devices, Inc.'s stock has underperformed despite strong growth in revenue, net income, and promising market positioning in AI hardware under Dr. Lisa Su's leadership. Nvidia dominates AI training hardware because of CUDA, but AMD's cost-efficient, open-source ROCm platform is gaining traction for AI inference, especially with firms like Meta. AMD's chiplet approach offers superior cost efficiency compared to Nvidia, making it a compelling choice for AI hardware investments.

AMD: Better Positioned Than Nvidia To Face Tariffs As AI Becomes Commodity

Nvidia's stock has dropped 19.5% since my January 30 thesis, the downside induced mostly by the release of China's DeepSeek-R1 AI model and accelerated by reciprocity tariffs. This should accelerate GPU commoditization, benefiting competitors like GPU commoditization. That, as well as the inflationary effects of tariffs, should favor Advanced Micro Devices, Inc., which is also more diversified. Emerging open-source LLMs should also lead to changing AI economics, especially with tariffs and export restrictions in play.

Semiconductor Stocks Surge as Trump's Tariffs Skip Sector

Semiconductor stocks are bouncing back, after President Donald Trump's reciprocal tariff update notably exempted the sector.

AMD: The Market Overreacted To Tariff Fears, Now Comes The Breakout

Advanced Micro Devices remains a top AI winner with booming data center growth, despite its 26% stock drop on short-term tariff panic. Tariff risks seem overblown—China and the U.S. have incentives to negotiate, making a worst-case scenario unlikely. Valuation is near multi-year lows, with a forward P/E of 20.8, while EPS grew 90% (vs. sector's 10%).

AMD's EPYC Powers GOOGL & ORCL Solutions: Should You Hold the Stock?

Advanced Micro Devices is benefiting from an expanding usage of its fifth-generation EPYC processors.

Crisis Creates Opportunity: My Top Picks In The Current Selloff

Trump's new tariffs triggered a significant market crash, but I see this as an opportunity to buy high-quality tech stocks at discounted prices. Despite market turbulence, the fundamental growth drivers remain intact, particularly in the technology sector, which continues to deliver robust profit growth. My top investment picks all of which have strong competitive positions and are undervalued relative to their growth potential.

Why AMD Stock Rallied Harder Than Nvidia After New Tariff Announcement

In today's video, I discuss Nvidia (NVDA -4.75%), Advanced Micro Devices (AMD -7.34%), and recent updates impacting the semiconductor market. To learn more, check out the short video, consider subscribing, and click the special offer link below.

AMD Announces “Advancing AI 2025”

The company will showcase its vision for AI, and the hardware, software, partners and customers that will advance It The company will showcase its vision for AI, and the hardware, software, partners and customers that will advance It

Why AMD Stock Is Sinking After Opening With Big Gains Today

Despite opening the day solidly in the green, Advanced Micro Devices (AMD -1.70%) stock is now moving lower in Tuesday's trading. The company's share price was down 1.9% as of 1:30 p.m.

NVDA & INTC Behind AMD Downgrade, WFC & LLY Upgrades

Keybanc downgraded AMD Inc. (AMD) to Sector Weight from Overweight, but it didn't shake the stock's rally alongside the market. Diane King Hall talks about why Nvidia (NVDA) and Intel (INTC) are behind the firm's bearish sentiment.

BOXX Showcases AMD Threadripper-Based Workstation at 2025 NAB Show

Designed to Maximize Media and Entertainment Applications, Powerful APEXX T4 PRO Is Also Equipped with New NVIDIA RTX PRO 6000 Blackwell Edition GPUs Designed to Maximize Media and Entertainment Applications, Powerful APEXX T4 PRO Is Also Equipped with New NVIDIA RTX PRO 6000 Blackwell Edition GPUs

While Sellers Are Panicking Today, Wall Street Experts See 32% to 79% Gains This Year For AMD, Broadcom and CrowdStrike

INTC, AMD and AVGO Forecast – Chip Stocks Falling with Everything Else

The three chip manufacturers in this analysis are all falling right along with everything else on Wall Street, despite the news that Intel and Taiwan Semiconductor are reaching a preliminary agreement on production in the US.