Even as the adoption of AI accelerates, there will be inevitable bumps in the road.Since early last year, investors have been bullish about the potential of artificial intelligence (AI), scooping up shares of companies best positioned to profit from this next-generation technology. However, as the bull market crosses the two-year mark, many are taking a step back to survey the landscape, and some are looking for any excuse to take profits.With that as a backdrop, chip designer Arm Holdings (ARM -6.90%) slum ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Advanced Micro Devices TodayAMDAdvanced Micro Devices$157.90 -7.37 (-4.46%) 52-Week Range$93.11▼$227.30P/E Ratio192.56Price Target$195.00Add to WatchlistAdvanced Micro Devices NASDAQ: AMD is gaining traction with AI. NVIDIA NASDAQ: NVDA remains the leader because of its first-mover advantage, but there are other significant players, and AMD is the leader. While NVIDIA commands an estimated 95% of the AI data center market, AMD carries most of the remainder and can regain the share lost due to NVIDIA’s boom. ...

Advanced Micro Devices announced various updates to its networking solution, which could help that solution expand into massive AI clusters.In today's video, I discuss Advanced Micro Devices (AMD -3.08%) and the latest announcements from its recent artificial intelligence (AI) event. To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the after-market prices of Oct. 11, 2024. The video was published on Oct. 12, 2024. ...

Here's why AMD is well positioned to benefit from the AI infrastructure buildout.Advanced Micro Devices (AMD -2.31%) recently introduced its latest artificial intelligence (AI) chip as it looks to make a dent in Nvidia's (NASDAQ: NVDA) huge market share. While AMD, as it is commonly called, has seen its AI-related revenue soar this year, it's still just a fraction of the revenue generated by its rival's graphic processing units (GPUs). The question is, can this new chip help AMD become the next big AI winne ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

文章核心观点 - AMD正在全力投入数据中心AI GPU的机会 [1] - AMD宣布将于2025年第一季度推出新的AI加速器 [1] 公司相关 - AMD拥有10年投资银行从业经验的资深研究分析师 [1] - 分析师表示自己持有AMD、NVDA、INTC的股票或衍生品 [1] 免责声明相关 - Seeking Alpha表示过去的业绩不能保证未来的结果 [2] - Seeking Alpha表示不会对任何投资提供建议或意见 [2] - Seeking Alpha表示分析师是第三方作者,可能不是经过认证的专业投资者 [2]

When I last covered Advanced Micro Devices, Inc. (NASDAQ: AMD ) on May 2nd, 2024 with “ AMD: Uptrend In Danger of Reversal ,” the stock had experienced fairly dramatic declines of nearly -37.9% in less than eight weeks. As aAnalyst’s Disclosure: I/we have a beneficial long position in the shares of AMD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no ...

The growing effectiveness of artificial intelligence is attracting investors.AMD (AMD 2.26%) is following in the footsteps of Nvidia (NVDA -0.01%) and planning annual upgrades to its artificial intelligence (AI) products.*Stock prices used were the afternoon prices of Oct. 10, 2024. The video was published on Oct. 12, 2024. ...

文章核心观点 - AMD股价有望在未来几年内达到300美元以上的水平 [1] - AMD的GPU路线图将推动公司收入增长 [2][3] - 近期美联储降息可能为AMD带来提振 [4] - AMD过去4年股价表现波动较大,但其高质量投资组合表现优于标准普尔500指数 [5] - AMD的利润率有望进一步提升,带动利润大幅增长 [6][7] 根据相关目录分别进行总结 AMD的收入增长前景 - AMD收入从2019年的67亿美元增长到2023年的227亿美元,年增长率约35% [2] - 预计未来2年AMD收入可能从257亿美元增长到465亿美元,增长超过80% [2][3] - 这主要得益于加速计算领域和新GPU的强劲增长 [3] AMD在人工智能芯片市场的机遇 - AMD正在积极布局人工智能加速芯片,与英伟达的新一代芯片展开竞争 [3] - AMD的人工智能芯片在内容创作和预测等多模态应用中具有成本优势,有望获得客户青睐 [3] - 行业分析预计到2027年人工智能加速器芯片市场将达到4000亿美元 [3] AMD的利润增长潜力 - AMD的调整后净利润率从2019年的11%提升到2024年第二季度的19%以上 [6] - 随着规模效应提升和产品结构改善,净利率有望进一步提升至25%左右 [6] - 在收入大幅增长和利润率提升的推动下,AMD未来几年的利润有望增长2.7倍 [6][7] AMD股价表现分析 - AMD股价过去4年波动较大,年度收益率从-55%到128%不等 [5] - 但Trefis高质量投资组合在同期内表现更加稳定,每年都优于标准普尔500指数 [5] - 如果AMD未来几年收入和利润持续快速增长,即使估值倍数有所收缩,股价仍有望达到320美元 [7]