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AMD : AMD

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2158 Articles

Alex Sirois | Jul 23, 2026 at 1:08 PM EDT

I’m Buying ‘Fully Priced’ AMD Because The Math Says I Should

A trailing P/E of 207 should send any rational investor running, yet the hyperscaler spending commitments piling up behind AMD…

Joey Frenette | Jul 23, 2026 at 10:42 AM EDT

Why the Hyperscaler Spending Spree Might Put a Big Cushion Under Nvidia and AMD

Hyperscalers are pouring hundreds of billions into AI infrastructure with no signs of slowing, but one quiet threat has nothing…

Alex Sirois | Jul 23, 2026 at 10:31 AM EDT

The Nvidia Vs. AMD Narrative Was Never True, It’s Not a Zero Sum Game

OpenAI and Meta just signed major deals with both NVIDIA and AMD in the same quarter, which forces a hard…

Vandita Jadeja | Jul 23, 2026 at 9:30 AM EDT

Bank of America Gives AMD Investors a New Reason to Watch

Bank of America just made a bold move in the semiconductor space that has direct implications for AMD heading into…

Alex Sirois | Jul 22, 2026 at 2:14 PM EDT

Relationships Matter: Microsoft Has 3 That Keep Me Loading Up

Microsoft sits 20% below its peak, and one analyst keeps loading up, convinced three specific relationships make it untouchable by…

Vandita Jadeja | Jul 22, 2026 at 12:30 PM EDT

AMD’s Microsoft Win Signals Dominance Over NVIDIA and Our Price Target Reflects It

AMD just added Microsoft to a customer roster that already includes OpenAI and Meta, and the stock is sitting 8%…

David Moadel | Jul 22, 2026 at 11:57 AM EDT

Super Micro Just Disclosed $60 Billion in New Orders and a Massive Margin Beat

Super Micro Computer just dropped a preliminary earnings update that sent its stock surging more than 20%, and the numbers…

Rich Duprey | Jul 22, 2026 at 11:13 AM EDT

AMD Just Landed a $5 Billion AI Coup — Is Nvidia’s Grip Finally Starting to Slip?

AMD just locked in one of the most consequential deals in AI hardware history, and the terms suggest the company…

Alex Sirois | Jul 22, 2026 at 11:02 AM EDT

How AMD Captures Significant Market Share From Nvidia

AMD is chasing a slice of a $200 billion AI accelerator market that NVIDIA currently dominates with 75% margins and…

Gerelyn Terzo | Jul 22, 2026 at 9:45 AM EDT

Live Nasdaq Composite: Stocks Slip as Oil Climbs, Big Tech Earnings Take Spotlight

Oil surging past key thresholds is putting the Fed's inflation calculus back in play, and a packed earnings slate from…

David Moadel | Jul 22, 2026 at 9:19 AM EDT

Super Micro Jumps 13% on Record $60B Order Backlog; Dell, HPE Rally on AI Server Read-Through

Super Micro Computer just posted preliminary numbers that sent margin bears scrambling for cover, and the ripple is already moving…

Trey Thoelcke | Jul 22, 2026 at 9:10 AM EDT

A $10,000 Investment in AMD When Lisa Su Became CEO Is Worth This Much Today

Lisa Su inherited a company days away from irrelevance and turned it into an AI powerhouse challenging Nvidia. What her…

David Moadel | Jul 21, 2026 at 2:15 PM EDT

SK Hynix Rockets 14% Ahead of July 29 Earnings as Chip Stocks Rebound

SK Hynix surged 14% Tuesday without a single company-specific headline, and the real test comes July 29 when its earnings…

Alex Sirois | Jul 21, 2026 at 10:50 AM EDT

Cash is Always King Which is Why I Will Not Stop Adding Broadcom

Wall Street keeps punishing Broadcom while its cash registers keep ringing, and one investor believes the gap between those two…

Joey Frenette | Jul 21, 2026 at 10:45 AM EDT

AMD Prepares for Its Massive ‘Advancing AI’ Summit — Why New Launches Might Help It Challenge Nvidia’s Dominance This Week

AMD's two-day AI summit could jolt a sector that investors are losing their nerve on, but the real story has…

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AMD : AMD

All AMD Articles

I’m Buying ‘Fully Priced’ AMD Because The Math Says I Should

Why the Hyperscaler Spending Spree Might Put a Big Cushion Under Nvidia and AMD

The Nvidia Vs. AMD Narrative Was Never True, It’s Not a Zero Sum Game

Bank of America Gives AMD Investors a New Reason to Watch

Relationships Matter: Microsoft Has 3 That Keep Me Loading Up

AMD’s Microsoft Win Signals Dominance Over NVIDIA and Our Price Target Reflects It

Super Micro Just Disclosed $60 Billion in New Orders and a Massive Margin Beat

AMD Just Landed a $5 Billion AI Coup — Is Nvidia’s Grip Finally Starting to Slip?

How AMD Captures Significant Market Share From Nvidia

Live Nasdaq Composite: Stocks Slip as Oil Climbs, Big Tech Earnings Take Spotlight

Super Micro Jumps 13% on Record $60B Order Backlog; Dell, HPE Rally on AI Server Read-Through

A $10,000 Investment in AMD When Lisa Su Became CEO Is Worth This Much Today

SK Hynix Rockets 14% Ahead of July 29 Earnings as Chip Stocks Rebound

Cash is Always King Which is Why I Will Not Stop Adding Broadcom

AMD Prepares for Its Massive ‘Advancing AI’ Summit — Why New Launches Might Help It Challenge Nvidia’s Dominance This Week

Live: Will Applied Materials Crush Tonight’s Q3 Earnings After 200% Rally?

Washington Mutual Investors Fund, AWSHX, Refuses to Buy Certain Stocks. That’s the Point

He Kept a Stand-Alone Drug Plan With Original Medicare. It Costs Four Times as Much as Advantage Drug Coverage and Its Federal Cushion Ends After 2026.

Nobody Brags About Owning Vanguard’s VBTLX, and That Is Exactly Why It Works

He Kept a Stand-Alone Drug Plan With Original Medicare. It Costs Four Times as Much as Advantage Drug Coverage and Its Federal Cushion Ends After 2026.

What It Takes to Retire in America's Cheapest Beach Town on Social Security Alone

QYLD’s 12% Yield Looks Great. The Long-Term Cost Is Much Higher

Washington Mutual Investors Fund, AWSHX, Refuses to Buy Certain Stocks. That’s the Point

AMD : AMD

All AMD Articles

I’m Buying ‘Fully Priced’ AMD Because The Math Says I Should

Why the Hyperscaler Spending Spree Might Put a Big Cushion Under Nvidia and AMD

The Nvidia Vs. AMD Narrative Was Never True, It’s Not a Zero Sum Game

Bank of America Gives AMD Investors a New Reason to Watch

Relationships Matter: Microsoft Has 3 That Keep Me Loading Up

AMD’s Microsoft Win Signals Dominance Over NVIDIA and Our Price Target Reflects It

Super Micro Just Disclosed $60 Billion in New Orders and a Massive Margin Beat

AMD Just Landed a $5 Billion AI Coup — Is Nvidia’s Grip Finally Starting to Slip?

How AMD Captures Significant Market Share From Nvidia

Live Nasdaq Composite: Stocks Slip as Oil Climbs, Big Tech Earnings Take Spotlight

Super Micro Jumps 13% on Record $60B Order Backlog; Dell, HPE Rally on AI Server Read-Through

A $10,000 Investment in AMD When Lisa Su Became CEO Is Worth This Much Today

SK Hynix Rockets 14% Ahead of July 29 Earnings as Chip Stocks Rebound

Cash is Always King Which is Why I Will Not Stop Adding Broadcom

AMD Prepares for Its Massive ‘Advancing AI’ Summit — Why New Launches Might Help It Challenge Nvidia’s Dominance This Week

Live: Will Applied Materials Crush Tonight’s Q3 Earnings After 200% Rally?

Washington Mutual Investors Fund, AWSHX, Refuses to Buy Certain Stocks. That’s the Point

He Kept a Stand-Alone Drug Plan With Original Medicare. It Costs Four Times as Much as Advantage Drug Coverage and Its Federal Cushion Ends After 2026.

Nobody Brags About Owning Vanguard’s VBTLX, and That Is Exactly Why It Works

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He Kept a Stand-Alone Drug Plan With Original Medicare. It Costs Four Times as Much as Advantage Drug Coverage and Its Federal Cushion Ends After 2026.

What It Takes to Retire in America's Cheapest Beach Town on Social Security Alone