AMD says its #1 priority is AI which means that NVDA's market is square in its sights. We saw what AMD did to mighty INTC, they have a good chance to at least take a good chunk of the market.

We came across a bullish thesis on Advanced Micro Devices on Rebound Capital’s Substack. As of 5ᵗʰ July, Advanced Micro ...

We see AMD's Instinct product line in the fourth quarter and the launch of the MI300x as a positive catalyst through 2024, after which we believe the market will begin to price in AMD's AI prospects.

While there's still significant risk on the geopolitical front, allowing the sale of capable AI processors to China suggests ...

Advanced Micro Devices (NASDAQ:AMD) stock has emerged as Nvidia’s (NASDAQ:NVDA) main AI market. The focus shifts to how this will affect Nvidia’s market share. Meta (NASDAQ:META) and Microsoft ...

Looking ahead, analysts project continued growth for AMD. Revenue estimates for calendar year 2025 range from $29.9 billion to $32.46 billion, indicating expectations of 21-24% year-over-year growth.

Shares of Advanced Micro Devices Inc. (NASDAQ:AMD) are trading higher Thursday afternoon after HSBC upgraded the stock from ...

AMD’s stock finds a new fan amid AI potential AMD’s AI products seem well designed for the current hot areas of that market, an analyst says Published: Nov. 14, 2023 at 11:22 a.m. ET ...

It makes total sense. Here’s why. AI and AMD Stock. The company launched its MI300 AI GPUs in December. Because of their early success, AMD’s data center revenue increased by 80% year-over ...

First, while AMD has said its customer engagements around its AI chips soared 7-fold in the second quarter, locked-in design wins outside of the supercomputer market haven't yet materialized.