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An analysis compares AMD and Qualcomm, favoring AMD due to surging data center GPU sales, strong AI partnerships with Microsoft and OpenAI, and cleaner momentum despite a higher valuation multiple.
AMD highlighted rapid AI adoption, product development acceleration, and a transition toward rack-scale system solutions at a Goldman Sachs conference. The company emphasized strong software expansio…
AMD shares rose nearly 2% amid a tech rally following executive comments at the Goldman Sachs conference projecting a $2 trillion AI market by 2030. Wall Street analysts reiterated bullish stances, s…
AMD executives announced an aggressive push into rack-scale AI systems and raised the server CPU market forecast to $220 billion by 2030. Driven by agentic AI workloads, AMD reaffirmed over 60% compo…
AI hedge fund Situational Awareness, founded by Leopold Aschenbrenner, has resumed trading by purchasing hundreds of millions of dollars in call options across tech stocks, including AMD, following h…
Piper Sandler initiated AMD with an Overweight rating and a $600 price target, forecasting 50% revenue CAGR through 2030 driven by AI infrastructure. CLSA and Raymond James also boosted targets amid …
Piper Sandler initiated coverage on AMD with a Buy rating and a $600 price target. The firm projects roughly 50% annual revenue growth through fiscal 2030, driven by agentic AI workloads boosting ser…
Jim Cramer urged policymakers to implement an AI kill switch amid safety warnings from Anthropic researchers. However, he reaffirmed his bullish stance on hardware providers, recommending investors s…
AMD's Data Center revenue doubled year-over-year behind surging AI GPU demand from hyperscalers like Meta and OpenAI. Management raised long-term growth guidance above 35% with EPS targets exceeding …
Billionaire investor Stanley Druckenmiller completely exited positions in Nvidia and Broadcom to build a sizable stake in AMD. He expects AMD's integrated CPU and GPU architecture, along with its Hel…
AMD-backed South Korean AI startup Upstage is considering a pre-IPO funding round ahead of a potential listing. Upstage reported running its Solar Pro model on AMD GPUs, processing over 100 billion t…
AMD shares rose after CFO Jean Hu projected data center revenue will double to $70 billion by 2027, driven by a $3 trillion AI market by 2030. Wall Street raised price targets following the announcem…
AMD's Data Center revenue surged 107% year-over-year fueled by AI compute demand. Analysts project significant upside with massive upward EPS revisions for FY27, despite near-term consolidation and g…
Impax Asset Management highlighted AMD as a key contributor in its Q2 2026 letter, citing rapid adoption of AI-optimized GPUs, major cloud partnerships, and ongoing market share gains in AI accelerat…
AMD shares rose after unveiling the Threadripper Halo Station, an on-premise workstation designed to run massive AI models with up to one trillion parameters. Equipped with MI350P accelerators and HB…
Semiconductor stocks surged Friday, led by names like Intel, AMD, and NVIDIA, outperforming the broader tech market. Despite a hot August jobs report lifting Federal Reserve rate-hike expectations, s…
AI data center spending is projected to exceed $1 trillion next year, benefiting Nvidia and AMD. Nvidia maintains an 86% GPU market share with stronger valuation metrics than AMD, making it the prefe…
AMD, Cisco, and HUMAIN expanded their AI infrastructure partnership in Saudi Arabia, launching Instinct MI355X deployments with plans to reach 1 GW capacity by 2030. The sovereign AI initiative stren…
Cathie Wood’s ARK Invest trimmed its AMD position by over 37,000 shares after a significant 120% rally this year. However, ARK remains a major holder, and the move appears to be routine portfolio man…
Kodiak AI announced a collaboration with AMD to implement AMD EPYC processors into its seventh-generation autonomous truck platform. Kodiak is the first company to deploy EPYC CPUs for driverless tru…