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AMD keeps landing on the buy list every quarter, and the reasons have less to do with hype than with a specific set of contracts, cash flow numbers, and a rack-scale bet that changes what kind of company AMD actually is.
A single analyst preview note sent Intel surging and pulled the entire chip sector with it, but the same firm kept a price target well below where the stock trades today. Here is what the rally is actually pricing in ahead of Thursday's earnings.
AI demand and rising costs strengthen the chipmaker's pricing power
AMD's revenue has nearly doubled in two years while Intel's has stalled, narrowing a gap that once seemed insurmountable.
Recent developments in the field of Cloud AI include the strengthening of the strategic partnership between AMD and Microsoft, with a focus on deploying next-generation AI infrastructure via Microsoft Azure. As part of this collaboration, Microsoft will implement AMD's Helios Rackscale Solution to enhance AI model inference capabilities across its services and those of its customers. Additionally, Azure will introduce new VM series powered by AMD's latest EPYC processors and expand its...
Most AI investors are gambling on which chip designer comes out on top, but there is a quieter way to profit from the revolution no matter who wins. One manufacturer sits at the center of nearly every AI trend unfolding right now.
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.
↗️ Novartis (CH:NOVN): Shares in the Swiss pharmaceutical company climbed after it returned to sales growth in the second quarter, driven by some of its top-selling drugs. ↘️ Swatch (CH:UHR): The watchmaker’s shares fell despite better first-half sales, as profit dropped compared to the same period last year.
AMD's hyperscaler deals, Azure partnership and long streak of EPS beats highlight why the chipmaker is drawing attention as AI demand fuels growth.
AMD has launched its Helios AI rack server platform, directly targeting the same rack-scale AI infrastructure segment as NVIDIA. The new AMD platform is being rolled out with agreements from major industry players that intend to deploy Helios in upcoming AI data center builds. This development introduces a fresh competitive threat to NVIDIA's AI rack systems, with potential implications for how large customers allocate future AI infrastructure spending. NVIDIA, traded as NasdaqGS:NVDA, now...
The chipmaker is forecasting rapid growth from its data center business, but owning a piece of that future comes at a steep price and with significant execution risk.
The latest trading day saw Advanced Micro Devices (AMD) settling at $503.57, representing a +1.58% change from its previous close.
AMD shares popped today as Microsoft announced an expanded partnership with the chipmaker. Here’s what the deal really means for AMD stock in the back half of 2026.
Yahoo Finance Tech Editor Dan Howley joins Market Domination to discuss AMD (AMD) new Helios AI rack server platform and how the chipmaker is ramping up its challenge to AI leader Nvidia (NVDA).
AMD's numerous long-term deployment deals with tech giants mean that its double-digit revenue growth will continue well into the future.
AMD Scores Major Microsoft AI Win. The Stock Is Climbing.
Nvidia just posted 85% revenue growth and raised its buyback to $80 billion, yet the stock sits 28% below its 52-week high and Wall Street is split on whether the AI trade has legs. Our proprietary model puts a hard number on where NVDA lands by year-end, and it will surprise bulls and bears alike.
Shares of computer processor maker AMD (NASDAQ:AMD) jumped 3% in the morning session after the company announced an expanded partnership with Microsoft to deploy its next-generation hardware for artificial intelligence model inference on Microsoft Azure. As part of the agreement, Microsoft planned to deploy the AMD Helios Rackscale Solution, a system that combined AMD's processing chips with networking and software in an open platform, to power its AI workloads. The positive sentiment was furthe
AMD stock rose more than 3% on Monday.
Shares of the Chipmaker Are Rising to Start the Week
The rack-scale system already has Meta, OpenAI and Oracle committed
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