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AMD

23 articles
The Motley FoolThe Motley Fool··Parkev Tatevosian, Cfa

AMD Stock Surges on AI Boom: Is There Still Time to Board the Chip Rally?

AMD shares spike after strong earnings as AI demand spreads beyond Nvidia. Wall Street raises price targets, positioning the chipmaker as a 2026 winner.
NVDAAMDearningsdata center
Investing.comInvesting.com··Thomas Hughes

AMD Poised for Explosive Growth as AI Chip Dominance Challenge Intensifies

AMD accelerates AI infrastructure play with strong Q1 earnings and MI450 GPU launch, positioning for significant market share gains against NVIDIA.
NVDAAMDMETAMSFTGOOG+3earningshyperscalers
Investing.comInvesting.com··Lee Yang

AMD Surges on AI Strength While Nasdaq Faces Critical Sustainability Test

AMD rallies 16%+ on robust AI data center earnings; SMCI gains 17% despite weak fundamentals. Nasdaq-100 must prove AI momentum isn't exhausted.
AMDSMCINVTSdata centertechnical analysis
BenzingaBenzinga··Erica Kollmann

AMD's 74% April Surge Signals Investor Shift Toward AI Hardware Alternatives

AMD surged 74.3% in April, vastly outpacing Nvidia's 14.4% gain, as investors repriced the chipmaker as a higher-beta alternative in AI infrastructure.
NVDAAMDearningsAI chips
The Motley FoolThe Motley Fool··Joe Tenebruso

AMD Stock Surges 13.85% on AI Chip Demand Tailwinds and Analyst Upgrade

AMD stock jumped 13.85% following an analyst upgrade to buy, as Intel's strong earnings signal robust AI chip demand that could boost AMD's pricing power and margins.
AMDINTCearningsAI chips
The Motley FoolThe Motley Fool··Harsh Chauhan

AMD Positioned as Nasdaq's Top Performer in 2026 as AI Chip Demand Accelerates

AMD positioned as top Nasdaq performer in 2026 with 60%+ data center growth and MI450 GPU launch driving 60% earnings growth versus market's 18%.
NVDAAMDMETAAI chipsearnings growth
BenzingaBenzinga··Erica Kollmann

AMD Surges on TSMC's AI Boom, Bernstein Lifts Price Target to $265

AMD rises 6.05% after TSMC posts record earnings and raises 2026 guidance above 30%. Bernstein lifts AMD price target to $265 on projected 50% EPYC growth.
AMDMETAORCLORCLpDTSMAI infrastructureAMD
The Motley FoolThe Motley Fool··Jose Najarro

Intel's Server CPU Investment Signals Booming Demand for Both Chipmakers

Intel's server CPU production investment signals robust demand benefiting both Intel and AMD amid sustained AI infrastructure buildout and enterprise spending.
AMDINTCAI stockssemiconductor
BenzingaBenzinga··Erica Kollmann

Semiconductor Giants Face 80% Earnings Surge on AI Boom, BlackRock Warns of Geopolitical Risks

BlackRock forecasts 80% semiconductor earnings surge through 2026 on AI demand, with Nvidia revenue reaching $215.94B and AMD's data center growing 73%, though geopolitical risks pose significant headwinds.
NVDAAMDTSMBLKDIVB+1supply chainAI infrastructure
The Motley FoolThe Motley Fool··Matt Frankel, Cfp

AMD's AI Ambitions: Can the Chipmaker Reach $2 Trillion Valuation?

$AMD could reach $2 trillion valuation by 2033 if sustaining 35% annual growth. 2025 results show 34% revenue growth, with AI chip launches planned.
NVDAAMDAI chipsdata center
Investing.comInvesting.com··Timothy Fries

AMD Surges on Samsung Partnership Expansion for AI Memory Supply

AMD shares rise after securing expanded Samsung partnership for HBM4 and DDR5 memory supply, with potential foundry collaboration discussions ahead.
NVDAsupply chainAI chips
The Motley FoolThe Motley Fool··Jose Najarro

AMD's Meta Deal Could Exceed $100B as AI Chip Demand Surges

AMD's Meta partnership could exceed $100B as custom AI chips become essential infrastructure for hyperscalers building proprietary artificial intelligence systems.
AMDMETAAI chipssemiconductor
The Motley FoolThe Motley Fool··Geoffrey Seiler

AI Hardware Makers Offer Safer Bets Than Prediction Markets

Nvidia, AMD, and Micron offer stronger investment fundamentals than prediction markets for AI exposure through established hardware demand and competitive advantages.
NVDAAMDMUprediction marketsdata center
The Motley FoolThe Motley Fool··Will Healy

AMD Eyes $300 per Share by 2026 Amid AI Chip Surge

AMD could reach $300 per share by 2026, driven by 35% revenue growth, MI450 chip launch, and major partnerships with Meta and OpenAI, despite recent 25% decline.
NVDAAMDMETATSMAI chipsdata center
The Motley FoolThe Motley Fool··Geoffrey Seiler

AMD and Amazon Emerge as Top $1,000 Investment Picks Amid AI Boom

AMD and Amazon, both trading near $200, emerge as top $1,000 investment picks amid AI boom, driven by GPU supply deals and cloud growth respectively.
NVDAAMDMETAAMZNdata centercloud computing
The Motley FoolThe Motley Fool··Rick Orford

AMD's Data Center Ambitions Face Test as Stock Pullback Creates Valuation Opening

AMD's stock fell 17% despite record results, but its MI350/MI450 accelerators and 60% data center growth targets present upside potential as it challenges NVIDIA's GPU dominance.
AMDMETAAI chipsdata center
The Motley FoolThe Motley Fool··Harsh Chauhan

AMD Gains on Meta GPU Supply Deal as AI Infrastructure Demand Accelerates

AMD shares surge 9% after securing a multi-year, potentially $60 billion GPU supply deal with Meta to power AI infrastructure expansion.
NVDAAMDMETAAI chipsAI infrastructure
GlobeNewswire Inc.GlobeNewswire Inc.··Visiongain

Ophthalmic Drug Market to Reach $41.88B by 2026 Amid Innovation Wave

Global ophthalmic drug market projected to reach $41.88B by 2026, growing 7.9% annually driven by biologic therapies, advanced delivery systems, and AI-enabled diagnostics.
PFEABBVNVSALCRHHBY+3AMDbiologics
BenzingaBenzinga··Rishabh Mishra

AMD Secures Major Meta Deal, Analyst Sees 40% Upside Potential

AMD secures multi-billion dollar deal with Meta for custom AI chips. Analyst sees 40% upside potential, validating AMD's AI strategy against Nvidia competition.
AMDMETAAI chipsdata center
BenzingaBenzinga··Namrata Sen

AMD Secures $300M Loan for Crusoe With Chip Buyback Guarantee

AMD guarantees $300M loan for Crusoe Energy via Goldman Sachs, backed by chip buyback agreement to boost AI infrastructure adoption.
NVDAAMDCRWVdata centerAI infrastructure