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Explore Advanced Micro Devices, Inc.'s AI-driven growth strategy, key Q2 drivers, and the path to a $1T valuation. Click for ...
HSBC analyst Frank Lee just upgraded Advanced Micro Devices (AMD) from “Hold” to “Buy,” doubling its price target from $100 ...
Meta’s embrace of AMD’s MI300X makes AMD the prime second source to Nvidia as AI compute demand accelerates. Read why I rate ...
Down 30% from all-time highs, AMD is an undervalued AI stock you should buy and hold over the next decade. The post I’m ...
We model AMD reaching $17.9 billion in AI GPU revenue in 2029. In turn, AMD’s GPU revenue should grow at a 29% CAGR over the next five years. While these estimates pale in comparison to the $115 ...
Less than three months after the stock market plunged on President Donald Trump's "Liberation Day" tariffs announcement, major indexes are back near all-time highs. Investors have shrugged off ...
MRVL's AI-focused custom chips gain traction as NVLink, UALink, and multi-die tech push it deeper into rack-scale systems.
Perhaps we get the news that AMD’s selling that manufacturing part of the ZT Systems. That’s a company they acquired for $4.9 billion in cash and stock in March.
It acquired ZT Systems in the first quarter to improve its expertise in servers and rack-level solutions, which it said would help it address the data-center AI accelerator opportunity, which it ...
Also, it has already landed a whopping $10 billion in commitments from major Middle East players in developing AMD-powered AI systems. In strengthening its ... to shift to rack-scale solutions, with ...
Advanced Micro Devices (AMD) was upgraded to Buy from Hold by HSBC and raised its price target to $200, highlighting the ...