In 2024, semiconductor stocks generally saw outsized returns on account of the artificial intelligence boom. Well, most of them did, anyway — with notable exceptions including Intel (NASDAQ: INTC) and Advanced Micro Devices (NASDAQ: AMD).While Intel’s woes are relatively straightforward — abrupt leadership changes, restructuring, and delay after delay with regard to bootstrapping manufacturing, all occurring while losses continued to mount, the reasons why AMD stock failed to capitalize on the ongoing AI ra ...

Experience as an investment analyst for a major BB-Bank, as well as private equity consultant for MBB. Currently working towards the CFA charter, having completed I&II. Passion for risk-assets (Growth, Contrarian, Emerging Market) ex-colleague and close friend of Investor ExpressAnalyst’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 m ...

Advanced Micro Devices (NASDAQ: AMD ) has experienced a significant turnaround in the past decade. The company has transformed from a relatively fringe chip designer to a major player in the data center, enterprise-grade CPU, enterprise-grade GPU, and adaptive SoCs markets. Over the pastAnalyst’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 exp ...

文章核心观点 - S&P 500指数在2024年12月23日周一上涨0.7%，通信和科技股表现优异，推动了市场整体上涨[1][6] 行业表现 - 科技股表现强劲，纳斯达克指数上涨1%，道琼斯指数在下午反弹，小幅上涨0.2%[6] - 半导体行业整体上涨，受益于政府对中国半导体的新调查，多家芯片公司股价上涨，包括Microchip Technology、Monolithic Power Systems、Nvidia、Intel和Qualcomm[7] 公司表现 上涨公司 - Broadcom股价上涨5.5%，成为S&P 500中表现最好的股票，UBS上调了其股价目标，分析师基于Broadcom在人工智能市场的披露和其定制计算及AI网络业务的前景，提升了对其人工智能收入的预测[2] - Advanced Micro Devices股价上涨4.5%，Rosenblatt将其列为2025年上半年首选股票之一，认为AMD在服务器和数据中心领域有强劲增长潜力[10] - Eli Lilly股价上涨3.7%，其减肥药物Zepbound获得FDA批准用于治疗睡眠呼吸暂停，可能对ResMed的CPAP设备销售造成压力[4] - 其他半导体公司如Microchip Technology、Monolithic Power Systems、Nvidia、Intel和Qualcomm股价也上涨，受益于行业整体利好[7] 下跌公司 - Carnival Corp股价下跌4%，是S&P 500中表现最差的股票，尽管上周公布了超预期的季度利润和2025年预订的乐观前景，但Bernstein分析师维持其“市场表现”评级，认为Royal Caribbean的增长前景更为有利[3] - ResMed股价下跌2.6%，FDA批准Eli Lilly的减肥药物Zepbound用于治疗睡眠呼吸暂停，可能影响ResMed的CPAP设备销售[4] - Workday股价下跌2.8%，尽管其在12月早些时候宣布加入S&P 500后股价有所上涨，但近期表现波动[8] - Paramount Global股价下跌2.9%，公司与联邦通信委员会达成协议支付紧急警报系统违规罚款，且其与Skydance Media的合并计划面临挑战[11] - Norwegian Cruise Line Holdings股价下跌2.9%，跟随Carnival Corp的下跌趋势[3]

Rosenblatt polled its analysts, including Steve Frankel, gathering their top picks for the first half of 2025. The stocks reflect key themes across its research universe, including the Age of Artificial Intelligence and the build-out of next-generation broadband.Steve Frankel maintained a Buy rating on Advanced Micro Devices, Inc AMD with a price target of $250.Also Read: Nvidia Secures EU Approval For Run:ai Deal, US Probes China Export BreachAMD is one of Rosenblatt’s top picks for the first half of 2025 ...

核心观点 - 半导体股票在圣诞节前处于上涨模式，AMD股价上涨4.6%至124.65美元，吸引了新的看涨评级和价格目标，暗示有近100%的上涨空间[2] - AMD在过去12个月中持续超越波动性预期，其Schaeffer's Volatility Scorecard (SVS)得分为84分[1] 股价表现 - AMD股价在圣诞节前上涨4.6%，达到124.65美元，这是自10月4日以来最大的单日涨幅[2] - 尽管本月早些时候短暂突破了20日均线，但AMD股价今年仍下跌15.3%，并再次面临20日均线的压力[3] - 股价在130美元水平也面临压力，限制了从12月20日的52周低点117.90美元反弹的空间[3] 分析师评级 - Rosenblatt给予AMD“买入”评级，并设定了250美元的目标价，暗示有近100%的上涨空间[2] - 分析师指出，AMD在中央处理器和图形处理器（GPU）市场中的市场份额正在扩大[2] 期权交易 - AMD在过去10天内交易了5,344,968份看涨期权和2,820,673份看跌期权，总交易量为8,165,641份[4][5] - 最受欢迎的期权合约是12月130看涨期权[4] - AMD的50日看涨/看跌期权交易量比率为2.18，高于过去一年中98%的其他读数[5] 行业对比 - AMD的期权交易量在行业中排名靠前，10日看涨期权交易量为5,344,968份，看跌期权交易量为2,820,673份，总交易量为8,165,641份[5] - 在期权交易量方面，AMD仅次于NVDA，NVDA的10日总期权交易量为68,538,568份[5]

Will the chipmaker hop on the stock split bandwagon?Advanced Micro Devices (AMD 0.28%) has split its stock six times since its IPO in 1972. If you had invested $10,000 in its initial public offering (IPO) at $15 a share, your 66 shares would have been split into 18,666 shares -- which are worth about $2.24 million today.But it's been more than 24 years since AMD's last 2-for-1 stock split on Aug. 22, 2000. On the day before it executed that split, its stock closed at $68.88 a share. The split reduced its pr ...

AMD’s (NASDAQ: AMD ) (NEOE: AMD:CA ) excellent management team will gain attention as Intel ( INTC ) looks for yet another CEO. It is very important to have stable management with a clear vision of the direction of theI have worked in the technology sector for over 4 years. This included working with industry stalwarts like IBM. I have done my MBA in finance and have been covering various blue chip stocks for the past 6 years. Having hands-on knowledge in the technology sector has helped me gain valuable in ...

Are analysts right about Advanced Micro Devices and Micron Technology?The semiconductor industry has delivered tremendous growth over the last several decades. Demand for chips can experience downturns, especially during economic recessions, but history shows that more advanced devices and technologies require more powerful processors, which creates an upward-sloping demand curve. In the near term, artificial intelligence (AI) continues to be a key sales catalyst for leading chip suppliers.IDC's latest repo ...

It has been a disappointing year for Advanced Micro Devices, Inc. (NASDAQ: AMD ) shareholders as the stock has significantly underperformed relative to the S&P 500 ( SPY ), the NASDAQ ( QQQTo follow me click the "Follow" button! (Easy right?) Hi there, thanks for coming to my profile page! My name is Kumquat Research (but you can call me Jeremy) and I've been writing for Seeking Alpha on and off for going on ten years now, beginning with my inaugural published piece during my first year of college. I have a ...