Headquartered in Santa Clara, CA Fiscal year ends December NASDAQ: AMD amd.com
Advanced Micro Devices, Inc. (AMD) designs and develops high-performance and AI computing solutions including CPUs, GPUs, accelerated processing units (APUs), data processing units (DPUs), AI network interface cards, field programmable gate arrays (FPGAs), and adaptive system-on-chip (SoC) products. The company operates across three segments: Data Center, which provides AI accelerators (Instinct GPUs), server processors (EPYC), DPUs, FPGAs and rackscale AI solutions (Helios) for cloud and enterprise data centers; Client and Gaming, which offers Ryzen processors for desktops and notebooks, Radeon discrete GPUs, and semi-custom SoC products for gaming consoles; and Embedded, which supplies embedded CPUs, APUs, FPGAs, system-on-modules and adaptive SoC products for industrial, automotive, communications, and aerospace and defense applications. AMD's technology powers billions of experiences across cloud and AI infrastructure, embedded systems, AI PCs, and gaming. The company's software ecosystem includes ROCm and ROCm.ai for AI development across AMD platforms. AMD competes primarily in the semiconductor industry against NVIDIA in AI accelerators and Intel in CPUs, serving hyperscale cloud providers, enterprise customers, OEMs, and consumers globally. Updated
Bonds returned 14% over the decade, well short of the 39% rise in inflation, while Nvidia returned 13,127%. That gap explains why so many portfolios now lean hard on a handful of AI names.
Last 10 Years... NVIDIA $NVDA: +13,127% Bitcoin $BTC: +12,645% $AMD: +7,733% Tesla $TSLA: +2,607% Apple $AAPL: +1,177% Microsoft $MSFT: +938% Google $GOOGL: +755% Amazon $AMZN: +509% Meta $META: +460% S&P $SPY: +319% Gold $GLD: +220% US Inflation: +39% US Bonds $AGG: +14%
God, I see what you’ve done for others.
A trader who rode the chipmaker since last June just closed everything, including a SOXL bounce trade, and says he won't open an equity long for a while because macro pressure has cracked the market. His exit is the signal worth arguing with.
Cramer's point for anyone holding bank stocks: solid results are no longer being rewarded, and the charts have turned ugly regardless. The bigger swing factor is oil. If the war ends, he expects crude to be cut in half, which would reset inflation and the Fed debate overnight.
The call is to ignore the chip tape and look at where the silicon actually goes: Cramer argues Micron and AMD demand is real even as Korean memory pricing drags the whole group lower. He also thinks the bank selloff mispriced Wells Fargo, which makes more money if rates keep climbing.
Trading the headlines failed: nothing from the banking crisis to the tariff shock derailed a $40 trillion move. The live call inside Cramer's anniversary scorecard is the rotation, with semis and disk drives losing their shine while software names regain leadership.
AI chips own the board again: 301 comments on AMD lead the day, with Nvidia heating up fast right behind it. Index traders are bullish on individual chipmakers while souring fast on the Nasdaq tracker.
Source: RedditA new 52-week high at $633.91 puts the chipmaker 0.52% above the record it set just a week ago, with a roughly $1 trillion market cap now in the balance. Holders have watched this name nearly quadruple off last October's $169 level.
Chips own the board today: Nvidia drew 1,772 comments with traders leaning bullish, while Micron is pulling nearly as much attention and souring fast. Uber is the odd one out, heating up quickly outside the AI trade.
Source: Reddit2 trillion valuation with 4b of revenue?
Anthropic's prospectus sets $4.59B in 2025 revenue against an $8.06B operating loss at a roughly $2 trillion valuation. The number traders shouldn't skip: $518B in cloud, compute and infrastructure obligations, which is the bull case for the picks-and-shovels names.
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Advanced Micro Devices, Inc. (AMD) designs and develops high-performance and AI computing solutions including CPUs, GPUs, accelerated processing units (APUs), data processing units (DPUs), AI network interface cards, field programmable gate arrays (FPGAs), and adaptive system-on-chip (SoC) products.
24/7 Wall St.'s 12-month price target for AMD is $540.21, rated Hold. The Wall Street consensus target is $627.65. AMD price prediction →
