AMD News and Press, Advanced Micro Devices Inc. From 07/17/24

2024-07-17 07:45:31 ET More on semiconductors Nvidia Stock Is Still A Gift At $130 TSMC: Crushing Sales Targets Ahead Of Q2 Earnings ASML: The Stock Remains Expensive Amidst Multiple Uncertainties ASML slumps as fear of more US export curbs on China dampen so...

2024-07-17 05:51:30 ET Summary AMD stock has underperformed S&P 500 since my last 'Sell' recommendation. Now I upgrade to 'Buy' with a $195 fair value. Strong data center growth, weak gaming, and embedded segments. Acquisition of Silo AI is positive for growth strategy; es...

SANTA CLARA, Calif., July 16, 2024 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) announced today that it will report fiscal second quarter 2024 financial results on Tuesday, July 30, 2024, after the close of market. Management will conduct a conference call to discuss these results at 5:00 p.m. EDT /...

2024-07-16 10:35:13 ET "We continue to believe that AI-leveraged names are still the most attractive to own heading into earnings," said Cantor Fitzgerald analysts, led by C.J. Muse, in a Tuesday note. "Additionally, we expect storage names to trade higher on continued discipline across bot...

2024-07-16 09:48:38 ET Summary Explosive growth in the AI industry led to a massive rally for Nvidia Corporation stock, which continues to perform well post-stock split. Investors are underestimating Nvidia's sales potential in the data center segment, poised to exploit accelerati...

2024-07-16 08:55:00 ET Summary The dominant investment theme of this year has clearly been Artificial Intelligence. Our stock portfolio increased approximately 13% in the first half of 2024. While the S&P 500 P/E ratio of 24 may offer little appeal to a value investor, exc...

2024-07-16 04:45:00 ET The market for artificial intelligence (AI) accelerators, which provide the incredible computational horsepower necessary to train and run powerful AI models, is dominated by Nvidia . A combination of best-in-class hardware and a software platform that locks in de...

2024-07-15 10:48:57 ET More on Advanced Micro Devices, Intel, etc. AMD: May Beat Q2 Earnings, Looks Fairly Valued Now Intel Can Beat Nvidia (Or Nvidia Joins Them) AMD: Long-Term Implications Of The Silo AI Acquisition AMD, Broadcom, Marvell likely to see incr...

2024-07-15 10:37:43 ET More on AMD, Broadcom and more Marvell Technology: Analyzing Potential Upside Of AI, Recovery Of Other Businesses AMD: May Beat Q2 Earnings, Looks Fairly Valued Now AMD: Long-Term Implications Of The Silo AI Acquisition SA Asks: What ar...

2024-07-15 09:04:16 ET More on semiconductors Apple Is Getting Ahead Of Itself How Apple Is Capitalizing On Its Balance Sheet To Drive AI Growth Nvidia: I'm Late To The Party But I'm Buying Apple projected to post record upgrade cycle; firms up estimates, pri...