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AMD / AMD: Late To 2023 Design Wins (Rating Downgrade)

AMD: Late To 2023 Design Wins (Rating Downgrade)
We remain sell-rated on Advanced Micro Devices, Inc. after the company's Data Center and A.I. Technology presentation. We don't expect AMD will see meaningful A.I. revenues in 2H23. We believe AMD's MI300 products will be used on a case-to-case basis and still cannot effectively compete against Nvidia Corporation's H100, that's already nine months old, and its upcoming Hopper-Next GPU. Our investment thesis of AMD's moderating share gain against Intel Corporation in PC Client and data center markets remains in play. Read More
Posted: Jun 15 2023, 17:41
Author Name: Seeking Alpha
Views: 081295

AMD News  

Is AMD Stock a Buy Now?

By The Motley Fool
November 3, 2023

Is AMD Stock a Buy Now?

AMD's Q3 earnings report exceeded Wall Street's expectations. Its growth indicates the PC market has finally bottomed out. more_horizontal

Nvidia's H100 Versus AMD's MI300X: Georgia Tech Expert Weighs In

By Bloomberg Technology
November 3, 2023

Nvidia's H100 Versus AMD's MI300X: Georgia Tech Expert Weighs In

As AI workloads increase, there's an intense demand and need for high capacity memory chips presenting a technical challenge known as the memory wall. more_horizontal

Blue Line's Bill Baruch buys more shares of AMD

By CNBC Television
November 3, 2023

Blue Line's Bill Baruch buys more shares of AMD

Shannon Saccocia, Joe Terranova, Jenny Harrington, and Brian Belski join 'Halftime Report' to discuss the impact of Fed rate hikes on the market, the more_horizontal

3 Tech Stocks to Buy After Terrific Q3 Earnings

By InvestorPlace
November 2, 2023

3 Tech Stocks to Buy After Terrific Q3 Earnings

It might not be obvious looking at the stock market's performance lately, but the third-quarter earnings season has been very strong. Despite indices more_horizontal

Semis: 5 Factors Suggest the Correction is Over

By Zacks Investment Research
November 2, 2023

Semis: 5 Factors Suggest the Correction is Over

Following a beating in 2022, semiconductor stocks stormed back in the first half of 2023 before pulling back over the past few months. Below are 5 rea more_horizontal

AMD Stock Surges 9% on Upbeat Q3 Earnings: ETFs to Benefit

By Zacks Investment Research
November 2, 2023

AMD Stock Surges 9% on Upbeat Q3 Earnings: ETFs to Benefit

Chip-maker Advanced Micro Devices came in with upbeat earnings results. Shares surged more than 9% in the key trading session on Nov 1, 2023. more_horizontal

Fed Rate Hikes Peaking? Top-Ranked ETFs to Buy

By Zacks Investment Research
November 2, 2023

Fed Rate Hikes Peaking? Top-Ranked ETFs to Buy

Stock markets rallied on Nov 1, 2023 in response to two significant factors including the Fed's possible peak in its historic tightening campaign and more_horizontal

AMD price prediction 2025

By Finbold
November 2, 2023

AMD price prediction 2025

Leader in the processor production industry, Advanced Micro Devices, Inc. (NASDAQ: AMD). After experiencing a volatile month in October, this asset is more_horizontal


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