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A comparative analysis weighs Advanced Micro Devices against Texas Instruments. While AMD delivered 34% revenue growth backed by strong AI computing demand, its premium valuation of 62 times forward …
Fidelity Dividend Growth Fund highlighted AMD in its Q2 letter, noting AMD's strong performance driven by robust AI infrastructure demand and better-than-expected earnings, despite the fund holding r…
Zacks analysis compares AI semiconductor giants Micron and AMD. While AMD displays solid data center momentum and partnerships with Microsoft and Anthropic, its high 39.27 P/E ratio and fierce compet…
AI hardware stocks tumbled following warnings from OpenAI and Anthropic leaders urging slower AI development and heightened safety protocols. The commentary sparked a market rotation, hammering semic…
AMD faces scrutiny amid debates over slowing AI development and an elevated valuation trading well above fair value estimates. High sequential revenue growth targets for the third quarter leave littl…
AMD shares face a neutral wait-and-see outlook around $515 despite 107% Data Center growth. A rich trailing P/E near 194, heavy insider selling, and execution risks surrounding the Helios rack-scale …
AMD shares pulled back 2.5% despite CFO projections of a $2 trillion AI addressable market by 2030. Strong Q2 performance saw revenue surge 50% to $11.54 billion with doubling data-center sales, thou…
Piper Sandler initiated coverage on AMD with an Overweight rating and a $600 target, citing rapid server CPU and AI infrastructure growth. CLSA and Raymond James also boosted targets to $710 and $641…
AMD slipped over 1% in premarket trading amid broad tech caution while testing key resistance. Concurrently, AMD partnered with Xanadu to launch Backline, an open-source platform accelerating quantum…
American Century Investments highlighted Advanced Micro Devices (AMD) in its quarterly letter, noting strong guidance and accelerating AI and data center chip demand. Hedge fund ownership of AMD incr…
AMD shares gained 7.7% over the past month on robust Data Center and AI Instinct GPU momentum. However, high valuation, supply chain constraints, and competitive pressure from NVIDIA and Broadcom kee…
Cathie Wood's ARK Invest acquired 705,102 shares of Rocket Lab across two sessions amid recent price dips. To fund its space-economy bets ahead of Rocket Lab's Neutron rocket debut, ARK trimmed posit…
AMD stock formed a bullish flag continuation pattern following a recent correction. Supported by surging AI infrastructure spending, doubling data center revenue, and positive analyst target hikes, t…
Artisan Partners highlighted AMD as a top Q2 contributor, citing robust data center demand, beat-and-raise quarterly results, and an expanded long-term server CPU outlook driven by AI workloads. Desp…
Artisan Partners reported trimming its position in AMD during Q2 2026 alongside Amer Sports and Tencent, citing portfolio discipline and profit-taking after sharp AI-driven market appreciation.
Artisan Partners highlighted Lam Research and AMD as top Q2 contributors amid robust AI infrastructure demand. Semiconductor capital spending outlook for 2026 was raised to $140 billion, indicating s…
Despite historical September market volatility, the AI megatrend continues to expand rapidly. Global AI infrastructure spending is projected to drive substantial long-term demand, positioning semicon…
Cathie Wood's Ark Invest offloaded over 7,450 shares of AMD worth approximately $3.4 million across multiple ETFs, continuing a recent selling trend despite AMD's AI expansion plans in Saudi Arabia.
AMD shares fell over 2% amid broader semiconductor weakness and large share sales by ARK Invest totaling over $90 million. The decline comes despite AMD announcing an AI infrastructure partnership in…
ARK Invest sold over $90 million worth of AMD shares despite the chipmaker posting a 50% year-over-year revenue surge. While the fund's divestment raises valuation questions, AMD's doubling data cent…