文章核心观点 - AMD股价在2023年初大涨超过115%,与人工智能(AI)热潮相吻合 [1][2] - AMD在GPU市场占有第二大份额,与多家科技巨头建立合作关系 [3][4] - 但AMD的财务数据尚未与股价涨幅相匹配,其PE率高达207倍 [5][6] 英特尔的AI布局 - 英特尔近年来市场份额下降,但最近有所回暖,推出多款AI芯片产品 [7][8][9][10] - 英特尔正在扩大国内晶圆厂产能,有望成为AI芯片制造领导者 [11][12][13][14] - 英特尔的AI芯片设计和制造能力,使其股价相对更有价值 [15][17][18]

Advanced Micro Devices (AMD) is set to release its second-quarter 2024 results on Jul 30. AMD expects second-quarter 2024 revenues to be $5.7 billion (+/-$300 million). At the mid-point of the revenue range, this represents year-over-year growth of approximately 6% and sequential growth of approximately 4%. The Zacks Consensus Estimate for revenues is pegged at $5.71 billion, suggesting growth of 6.54% year over year. The consensus estimate for second-quarter earnings is pegged at 67 cents per share, up by ...

These companies have more dominant roles in tech and are trading at a better value than AMD.The world's five-most-valuable companies by market capitalization each have prominent positions in technology, leading areas such as consumer products, cloud computing, chip design, and software. As a result, tech stocks are crucial growth drivers in the stock market. The tech-rich Nasdaq Composite index has risen 304% over the past decade, significantly outperforming the S&P 500's 181% rise. Consequently, it's not a ...

As earnings season unfolds and several mega-cap tech stocks, including members of the "Magnificent Seven," have reported, the overall market and tech sector have seen significant declines in recent weeks. The XLK technology sector ETF has dropped nearly 6% this month and is now down over 10% from its recent 52-week highs. Similarly, the broader market, represented by the SPY ETF, is down nearly 5% from its 52-week high and over 2.5% this week.Several well-known tech stocks have experienced sharp declines in ...

Investing in the stock market requires a strategic approach. Especially when one is aiming for long-term financial growth and stability. This is where the concept of “Forever Stocks” comes into play. Here, the focus is on seven exemplary companies that embody these qualities. These companies span diverse sectors. Each has demonstrated constant performance, strategic growth, and stability critical to building a resilient portfolio. A portfolio that can withstand market volatility and capitalize on demand opp ...

Advanced Micro Devices (NASDAQ:AMD) is emerging as a significant player in the world of AI chips. Indeed, Nvidia (NASDAQ:NVDA) remains the dominant player in this space. However, AMD’s recent financials show a rising trajectory, with the company’s data center revenue hitting a record $2.3 billion, reflecting an 80% year-over-year (YOY) increase. Those impressive numbers were driven by strong Ryzen and Instinct sales.Additionally, AMD’s recent acquisition of Silo AI for $665 million marks a major step into a ...

Wall Street analysts expect Advanced Micro Devices (AMD) to post quarterly earnings of $0.67 per share in its upcoming report, which indicates a year-over-year increase of 15.5%. Revenues are expected to be $5.71 billion, up 6.5% from the year-ago quarter.The consensus EPS estimate for the quarter has been revised 0.2% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Before a compan ...

It has been over a year since the generative artificial intelligence craze took off, triggering a spike in the share prices of semiconductor companies whose GPUs feed into that market. The most prominent players have been Advanced Micro Devices Inc. (AMD, Financial) and Nvidia Corp. (NVDA, Financial), with the former being my focus in this analysis. While both stocks initially surged, the first half of 2024 has not been as favorable to AMD. Nevertheless, the company's shares have risen more than 20% year to ...

Artificial intelligence (AI) has been the dominant theme of 2024, with companies across the board spending billions of dollars in order to advance their respective offerings. One Congressman believes that there is still upside remaining for the AI boom, as evidenced by his recent purchases.Texas Republican Rep. Michael McCaul has just disclosed dozens of trades across several companies worth over $5 million. These include buys of AMD (NASDAQ:AMD), Apple (NASDAQ:AAPL) and Meta Platforms (NASDAQ:META). It sho ...

The latest trading session saw Advanced Micro Devices (AMD) ending at $154, denoting a -1.2% adjustment from its last day's close. The stock's change was less than the S&P 500's daily loss of 0.16%. Meanwhile, the Dow lost 0.14%, and the Nasdaq, a tech-heavy index, lost 0.06%.The the stock of chipmaker has fallen by 2.73% in the past month, lagging the Computer and Technology sector's gain of 0.47% and the S&P 500's gain of 1.96%.The investment community will be paying close attention to the earnings perfor ...