AMD
AMD
$499.24
+$50.20 (+11.18%)
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Price History (Last 30 Days)
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AMD provided guidance for over 80% growth in 2026, yet the stock continues to st...
AMD provided guidance for over 80% growth in 2026, yet the stock continues to struggle despite this bullish outlook. The article explores why the market hasn't responded positively to this significant growth projection and examines how AI and semiconductor stocks lagged the broader market rally following the 2026 midterm election results.
Following a sharp market selloff on November 5th led by AI stock declines after...
Following a sharp market selloff on November 5th led by AI stock declines after Democratic midterm election victories, the author recommends two ETFs for investors to buy during market crashes: VOO (Vanguard S&P 500 ETF) and QQQ (Invesco QQQ Trust). Despite political headwinds against AI data center expansion, the author remains bullish on tech stocks and AI companies' ability to adapt through alternative strategies.
Following a 5.5% Nasdaq decline on November 5th that pushed the index into corre...
Following a 5.5% Nasdaq decline on November 5th that pushed the index into correction territory, semiconductor stocks fell over 12% due to policy fears about AI data center buildout. The article identifies Nvidia, Broadcom, and AMD as attractive buying opportunities, highlighting their strong business fundamentals and significant discounts from recent highs despite the market sell-off.
Arm Holdings shares declined following Q3 earnings despite strong revenue growth...
Arm Holdings shares declined following Q3 earnings despite strong revenue growth and management confidence in hitting $2 billion CPU revenue targets across fiscal 2027-2028. The company is expanding into custom CPU manufacturing for data centers, capitalizing on the agentic AI boom. While the stock trades at a high forward P/E of 55x, analyst estimates may undervalue long-term AGI CPU opportunities, making it potentially attractive on this dip.
Zacks Equity Research designated Cinemark Holdings as the Bull of the Day follow...
Zacks Equity Research designated Cinemark Holdings as the Bull of the Day following record Q3 results with 23.5% YoY revenue growth and 160% earnings growth, driven by strong film slate and premium experiences. Whirlpool was named the Bear of the Day due to weak appliance demand, falling sales, and a significant downward earnings guidance revision from $2.50-$3.00 to -$1.30 per share. The article also analyzes NVIDIA and AMD, concluding NVIDIA is the better buy-the-dip opportunity given superior profitability metrics.
AMD reported record Q3 2026 revenue of $13.4 billion, driven by 97% year-over-ye...
AMD reported record Q3 2026 revenue of $13.4 billion, driven by 97% year-over-year growth in data center revenue which now represents 64% of total sales. Management projects over 80% revenue growth in 2027 with server processor revenue expected to double, while expecting double-digit declines in PC market shipments. Strong operating leverage is evident with non-GAAP EPS growing 74% year-over-year.
The article compares AMD and Nvidia as AI chip investments. While AMD's stock ha...
The article compares AMD and Nvidia as AI chip investments. While AMD's stock has outperformed Nvidia significantly in 2026, the author argues Nvidia is the better buy due to its superior valuation (13x forward earnings vs AMD's 30x), larger data center business growing faster than competitors, and potential for strong 2027 performance similar to AMD's 2026 gains.
Taiwan Semiconductor Manufacturing (TSMC) is positioned as an attractive AI infr...
Taiwan Semiconductor Manufacturing (TSMC) is positioned as an attractive AI infrastructure investment, controlling 72.5% of global foundry revenue with no viable competitors. The company supplies chips to major AI manufacturers like Nvidia and AMD, with projected AI chip revenue growth of mid-to-high 50% annually through 2029. Trading at 23x forward earnings—a discount to historical levels—TSMC offers both long-term AI exposure and near-term value.
AMD shares have surged over 127% in 2026, driven by record Q3 revenue of $13.4 b...
AMD shares have surged over 127% in 2026, driven by record Q3 revenue of $13.4 billion with data center sales nearly doubling. Analysis of AMD's eight previous years when stock doubled shows the following year was evenly split between gains (4) and losses (4), with losses being milder than typical down years. Historical data suggests doubling doesn't predict next year's direction, but investors who held through both years typically retained most gains.
AMD shares dropped 17% on November 5th to $404.40 amid broad semiconductor secto...
AMD shares dropped 17% on November 5th to $404.40 amid broad semiconductor sector selloff driven by election-related AI data center concerns. Despite the stock decline, AMD's business fundamentals remain strong with 2027 revenue expected to grow over 80% and earnings projected to double. The analyst views the current price as an attractive entry point, recommending a dollar-cost averaging approach to accumulate shares below his $480 target price.
