公司股价表现 - AMD股价上周五下跌超过6% 因投资者担忧其AI芯片需求弱于预期 [1] 行业需求动态 - 多家分析师指出AI芯片需求放缓迹象 [1] - Seaport Global将AMD评级从买入下调 [1] 分析师背景 - 分析师拥有超过二十年科技领域市场经验 专注风险规避 [1] - 经历互联网泡沫 2008年信用违约事件及近期AI热潮 [1] - 分析框架围绕行业动量因素展开 [1]

Advanced Micro Devices, Inc. (NASDAQ: AMD ) stock fell over 6% last Friday as investors became wary of weaker-than-expected demand for its AI chips. Several analysts flagged signs of slowing demand; Seaport Global downgraded AMD from Buy toI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI bo ...

Back to market on close. It's time for options corner. So we'll bring in Kevin Green into the conversation to see what levels he's taking a look at as we head into the close.How are things looking on your end today, Kevin. Looking pretty good, Marley. Obviously, we've had a decent day trading around that 6,500 level.We have now broken through here and now we're trying to hit a little bit of an area of resistance. Let's see if we actually still have some momentum uh to still have some gains or still make up ...

Advanced Micro Devices, Inc. (NASDAQ: AMD ), commonly referred to as AMD, is one of my long-term investments from which I expect to see significant returns in the coming years. Especially considering that IMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. Targeting those with a market capitalization of less than $10 billion, affords ample opportunities for growth. The ideal scenario is for these compani ...

Advanced Micro Devices, Inc. (NASDAQ: AMD ), commonly referred to as AMD, is one of my long-term investments from which I expect to see significant returns in the coming years. Especially considering that IMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. Targeting those with a market capitalization of less than $10 billion, affords ample opportunities for growth. The ideal scenario is for these compani ...

AMD (NASDAQ: AMD) had it rough last week, dropping more than 6% on Friday following Broadcom’s (NASDAQ: AVGO) impressive quarterly results and news of a $10 billion order for custom chips from a client widely believed to be none other than OpenAI. The turn of events could presage a potential shift in the market. Namely, while graphics processing units (GPUs) have so far been the key in driving generative artificial intelligence (AI), custom silicon chips designed for specific AI tasks are emerging as a viab ...

The AMD logo, the American multinational semiconductor company that develops computer processors and related technologies for business and consumer markets, is displayed at its pavilion during the Mobile World Congress 2025 in Barcelona, Spain, on March 5, 2025. (Photo by Joan Cros/NurPhoto via Getty Images)NurPhoto via Getty ImagesAMD’s (NASDAQ:AMD) shares experienced a decline of more than 6% during Friday’s trading session following the announcement of impressive quarterly results by semiconductor and in ...

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Advanced Micro Devices (NasdaqGS:AMD) 2025 Conference September 08, 2025 05:25 PM ET Company ParticipantsForrest Norrod - SVP & GM - Data Center Solutions Business UnitConference Call ParticipantsJim Schneider - Senior Equity AnalystJim SchneiderOkay, good afternoon, everybody. Welcome to the Goldman Sachs Community Telephone and Technology Conference. My name is Jim Schneider. I'm a Semiconductor Analyst here at Goldman Sachs, and it's my pleasure to welcome Advanced Micro Devices and the EVP of Data Cente ...

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