超威半导体(AMD)

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Advanced Micro Devices (AMD) Stock Sinks As Market Gains: Here's Why
ZACKS· 2025-04-29 06:50
Advanced Micro Devices (AMD) ended the recent trading session at $96.39, demonstrating a -0.26% swing from the preceding day's closing price. This change lagged the S&P 500's 0.06% gain on the day. Meanwhile, the Dow gained 0.28%, and the Nasdaq, a tech-heavy index, lost 0.1%.Prior to today's trading, shares of the chipmaker had lost 6.37% over the past month. This has lagged the Computer and Technology sector's loss of 5.52% and the S&P 500's loss of 4.29% in that time.The investment community will be clos ...
Sentiment Fissures In the Semiconductor Space Put Spotlight On Direxion's AMD-Focused Bull And Bear Funds
Benzinga· 2025-04-25 20:14
While being under the shadow of a major competitor isn't necessarily the strongest selling point, for semiconductor giant Advanced Micro Devices Inc. AMD, it certainly has its perks. Yes, the chipmaking industry tends to focus on artificial-intelligence darling Nvidia Corp NVDA, thanks to its world-class graphics processors and innovative tech architectures. Still, AMD is no slouch, delivering its own advanced solutions.Moreover, investors looking for a discount may prefer the smaller enterprise. While the ...
Why AMD Stock Jumped Today
The Motley Fool· 2025-04-25 06:50
Meanwhile, some reports suggest that a bilateral trade agreement between the U.S. and India could be forthcoming soon. If so, the development could help strengthen the U.S.'s bargaining position, as India has been viewed as a manufacturing base that could help shift production away from China. Advanced Micro Devices (AMD 4.49%) stock recorded another day of strong gains Thursday. Amid a 2% jump for the S&P 500 and a 2.7% rally for the Nasdaq Composite, the semiconductor specialist's share price closed out t ...
Why AMD, Broadcom, and Taiwan Semiconductor Manufacturing Stocks Rallied on Wednesday
The Motley Fool· 2025-04-24 02:25
Investors got some good news on the tariff front and a cooling of rhetoric in Washington.The uncertainty that has gripped the market recently has been palpable. Concerns about the on-again, off-again tariffs, a high-profile spat between the White House and the Federal Reserve Bank, and the ongoing trade war with China have raised concerns about the impact on the broader economy and led to historic volatility. However, a double dose of good news overnight sparked a broad-based market rally, which helped driv ...
2 Artificial Intelligence (AI) Stocks That Could Soar in the Second Half of 2025
The Motley Fool· 2025-04-23 16:45
文章核心观点 - 关税驱动的股市抛售使指数进入回调阶段,重创人工智能股票,但抛售的严重性可能促使2025年下半年反弹,AMD和The Trade Desk两只股票有望复苏 [1] AMD情况 - AMD在过去13个月市值损失超60%,最初在AI加速器市场落后英伟达,游戏和嵌入式业务营收大幅下滑,近期受关税担忧和对中国客户销售限制影响股价进一步下跌 [2] - AMD在AI加速器方面持续进步,计划今年晚些时候推出MI350,2026年推出MI400;6月12日CEO将在公司活动展示AI愿景,或重燃投资者兴趣 [3] - AMD落后业务前景改善,2024年嵌入式业务营收年降33%在第四季度企稳,游戏业务营收年降58%不太可能重演;2024年营收增长14%,分析师预计今年增速达22% [4] - AMD营收增长将提升盈利能力并带来低估值,虽往绩市盈率为88,但预期市盈率19使其具有吸引力 [5] The Trade Desk情况 - The Trade Desk的买方数字广告平台受欢迎,投资者曾大量买入其股票;该公司能让广告商和广告机构管理广告活动,利用数据能力实现广告支出高回报,且作为中立参与者无平台偏向,有竞争优势 [6][7] - The Trade Desk股价此前长期繁荣,近期未达营收预期后股价暴跌,自去年12月峰值以来市值损失约65% [8] - The Trade Desk市盈率从去年12月超225降至64,为2018年以来最低,预期市盈率28使其当前具有投资价值;2024年营收增长26%超24亿美元,Q4虽未达预期但仍年增22% [9] - The Trade Desk预计Q1营收至少5.75亿美元,若预测实现将有17%增长率;鉴于保守营收预测,公司不太可能再次未达预期,低预期市盈率或吸引投资者买入 [10][11]
HostColor Expands its AI Ready AMD Dedicated Servers
GlobeNewswire News Room· 2025-04-22 12:19
New York, New York, April 22, 2025 (GLOBE NEWSWIRE) -- HostColor.com (HC), a globally recognized dedicated cloud infrastructure and MSP, announced the availability of new high-bandwidth and high-performance AMD-based dedicated servers. They are available for immediate deployment in Ashburn, Chicago, Dallas, Denver, Detroit, Los Angeles, New York, Phoenix, and Seattle in the United States, Montreal and Toronto in Canada, and Frankfurt, Madrid, and Zurich in Germany, Spain, and Switzerland. HC's AMD process ...
AMD Q1 Preview: Ryzen 9000 Is Sold Out
Seeking Alpha· 2025-04-22 02:19
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or ...
AMD: Brace For A 10% Impact On EPS For FY 2025
Seeking Alpha· 2025-04-21 22:48
Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...
Wall Street Sees 48% or More Upside for These AI Stocks. Should You Buy Them?
The Motley Fool· 2025-04-21 19:45
There's a lot of optimism on the long-term prospects of leading semiconductor makers. Big tech companies investing in artificial intelligence (AI) are requiring constant innovation in chip performance to make large language models and AI assistants smarter. Demand for AI chips will only continue to grow, as companies develop fully autonomous cars and build humanoid robots that can work 24/7 in factories.Now, tariffs and concerns over the economy are clouding the near-term outlook for the chip industry. But ...
AMD Is Thriving While Its Stock Price Is Crashing, Something Has To Give
Seeking Alpha· 2025-04-20 19:15
文章核心观点 - 提供实时买卖信号和交易机会,关注有竞争优势和运营杠杆潜力的公司,还可加入SHU Growth Portfolio服务获取高增长潜力小股票信息,同时对AMD进行分析 [1][2] 服务相关 - 提供实时买卖信号和其他交易机会,在活跃聊天社区分享 [1] - SHU Growth Portfolio服务维护类似股票投资组合和观察名单,提供广泛小公司高增长可能性覆盖,采用买入持有策略分批次购买感兴趣股票,有示例投资组合、买入提醒、周末股票和市场更新及聊天室 [1][2] 公司分析 - AMD多年来在消费市场是小玩家,与英特尔、英伟达竞争,近期还与高通竞争 [2] - 分析师未来72小时可能通过购买股票、认购期权或类似衍生品对AMD建立多头头寸 [2]