I reiterate a buy rating on Advanced Micro Devices, driven by a transformative multi-year, 6 GW partnership with OpenAI anchoring its AI roadmap. AMD's narrative is shifting from individual chips to full-stack, rack-scale AI systems, addressing hyperscaler power, networking, and software bottlenecks. Data center growth is compounding, with revenue scaling from $2Bn to over $16Bn and a projected...
In today's video, I discuss recent updates affecting Nvidia (NVDA +2.13%), Advanced Micro Devices (AMD +1.93%), and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.
Trump's 25% tariff on AI chips landed the same day Taiwan Semiconductor Manufacturing Company (TSMC) posted blowout earnings and dismissed AI bubble fears.
AMD supplies chips for some of the world's most popular consumer electronics, but it's also becoming a big player in the data center market. In 2026, AMD will launch its most powerful data center chips ever, which will be in high demand from AI developers.
Advanced Micro Devices (AMD) stock rose sharply on Thursday, outperforming the broader semiconductor sector after a bullish call from Wells Fargo, and strong earnings from key manufacturing partner Taiwan Semiconductor Manufacturing Company reinforced confidence in artificial-intelligence-driven chip demand.
In today's video, I discuss recent updates affecting Advanced Micro Devices (AMD +5.76%) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.
Chipmakers and manufacturers of semiconductor equipment were some of the top performers on the market for the day after TSMC beat on earnings. TSMC reported 35% year-over-year profit growth for the quarter.
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