AMD is jumping on the AI bandwagon.Shares of Advanced Micro Devices (AMD 3.45%) were flying higher today, sparking a broad recovery in the chip sector as AMD reported soaring demand in its data center and client, or PC-based, segments.While overall revenue growth was dragged down by weaker performance, investors focused on the strength in the data center segment, which reflects the growing demand for GPUs and related components to run new AI models. AMD is making progressInvestors had been waiting for AMD t ...

J Studios Advanced Micro Devices, Inc. (NASDAQ:AMD) reported Q2 earnings yesterday (July 30). The company beat on revenue and was roughly in line with expectations on EPS. On the earnings call, management also provided updates about AMD’s data center GPU business, including how its MI300 chips are doing, as well as some information about the company's upcoming GPU roadmap. In this article, I take a closer look at the most significant updates from AMD and consider their implications for the company’s fut ...

sankai In my most recent analysis, I expressed my bullish view regarding Advanced Micro Devices, Inc. (NASDAQ:AMD). AMD has been on a rollercoaster ride, first up, then down, since then. More precisely, AMD's stock was hammered during the recent tech pullback period, undergoing one of the most dramatic declines out of any high-profile chip stocks. Shares of the chip giant cratered by nearly 30% from a high of around $190 around early/mid-July to just $135 recently. If we look back to AMD's March peak of aro ...

Advanced Micro Devices continues to increase its guidance for AI chips.In today's video, I discuss Advanced Micro Devices (AMD 5.92%) and its recent earnings. Check out the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were the after-market prices of July 30, 2024. The video was published on July 31, 2024. ...

Key TakeawaysChips stocks rebounded from Tuesday’s slump after stronger-than-expected earnings from AI chipmakers and a report that moves to toughen U.S. export restrictions could be less stringent than previously expected.AMD said its data center revenue more than doubled to a record high as demand for AI chips surged. AMD customer Microsoft said it plans to invest heavily in AI infrastructure.Nvidia was among the top stocks leading gains on the S&P 500 Wednesday. Morgan Stanley analysts called the AI chip ...

Advanced Micro Devices, Inc. (NASDAQ:AMD) is leading the chip sector's charge today, last seen up 10.1% to trade at $113.28 after the company's strong second-quarter results. Plus, reports that U.S. export restrictions on China will be less aggressive than previously anticipated are boosting sentiment. AMD is bouncing off a familiar floor at the $135 level, which also served a launching pad in January. Shares are on track for their highest single-day percentage jump since February, after a rally earlier thi ...

Key TakeawaysAdvance Micro Devices shares moved sharply higher in premarket trading Wednesday after the chipmaker posted better-than-expected second quarter revenue and issued an upbeat sales outlook for the second half of the year.Trading volumes have remained below average throughout the stock's recent sell-off, while the relative strength index indicator nears oversold levels, setting the stock up for a post-earnings bounce.AMD shares may encounter overhead resistance at key chart levels including $151, ...

Recent trading sessions have seen billions in losses across the semiconductor sector, as many well-known chipmakers’ stocks, including Advanced Micro Devices (NASDAQ: AMD), have fallen below their 50-day simple moving averages (SMAs) amid a broader bear market caused by sector rotation.Semi Wreck 🩸 $SMHThe percentage of semiconductor stocks above their 50-Day SMAs just hit its lowest level since May 2nd. pic.twitter.com/ELtq9qrskL— TrendSpider (@TrendSpider) July 28, 2024 The latest close saw AMD stock at a ...

报告公司投资评级 - 报告维持公司"买入"评级 [3] 报告的核心观点 公司数据中心业务高速增长 - 公司数据中心营收实现高速增长,24Q2 数据中心营收 28.34 亿美元,同比增长 115%,环比增长 21%,主要由于 EPYC CPU 以及 MI300 拉动 [2] - 公司上调全年 AI 芯片销售额指引从 40 亿美元至 45 亿美元 [2] - 公司预计 MI325 将在下半年推出,并在 Q4 实现小规模销售 [2] 客户端业务保持强劲 - 公司客户端业务 24Q2 实现营收 14.92 亿美元,同比+49%,环比+9%,主要由于前一代 CPU 的强劲需求,以及新一代 Zen 5 CPU 的初步出货 [2] - 公司发布的 Ryzen AI 300 系列产品,可以提供目前业界最快的 50 TOPS NPU 算力 [2] 游戏业务和嵌入式业务有所下滑 - 公司游戏业务 24Q2 实现营收 6.48 亿美元,同比-59%,环比-30%,主要由于公司半定制化芯片针对的游戏机平台已经量产了五年,需求明显下滑 [2] - 公司嵌入式业务 24Q2 实现营收 8.61 亿美元,同比-41%,环比+2%,公司预计下半年嵌入式业务营收将逐步恢复 [2] 盈利预测和估值 - 预计公司 24~26 年营收为 289.29、363.17、440.93 亿美元,GAAP 净利润分别为 6.99、14.95、22.20 亿美元 [3] 风险提示 本报告未包含风险提示部分的内容。

Advanced Micro Devices (NASDAQ:AMD) is one of the key AI chip bets investors can make. The American chipmaker and AMD stock have been successful underdogs in the computing power space.More than a decade ago, Intel (NASDAQ:INTC), with its model of manufacturing its chips, dominated the CPU market. However, after several delays in manufacturing down to smaller node sizes, Intel eventually fell behind, and AMD gladly took advantage of the opportunity.AMD is playing an increasingly important role in the world o ...