AMD : AMD

All AMD Articles

2167 Articles

Alex Sirois | Jul 27, 2026 at 11:50 AM EDT

Nvidia’s Margins are Safe This Decade So I Keep Loading Up as Fear Resonates

Every DeepSeek headline and server delay rumor triggers a fresh wave of fear around Nvidia, yet one stubborn number on…

Rich Duprey | Jul 27, 2026 at 11:50 AM EDT

AMD Is On Track to Beat Lisa Su’s $100 Billion Revenue Prediction By 2 Years

Lisa Su set a bold target for AMD to hit $100 billion in annual revenue by 2030, but Wall Street…

Alex Sirois | Jul 27, 2026 at 10:20 AM EDT

Broadcom’s The Perfect Buy as Capex Fears Materialize

Every time hyperscalers signal tighter AI budgets, one chipmaker's order book quietly grows. The reason has everything to do with…

Alex Sirois | Jul 24, 2026 at 1:06 PM EDT

AMD Has an Agentic AI Advantage Over Nvidia That Keeps Me Buying Again and Again

Agentic AI rewires what an AI server actually needs, and most investors are still thinking about this race the wrong…

Alex Sirois | Jul 24, 2026 at 12:29 PM EDT

I Won’t Stop Buying Broadcom Until It Reaches This Point

Every time Broadcom sells off, one investor keeps adding shares without hesitation, and his reasoning goes beyond the AI chip…

Vandita Jadeja | Jul 24, 2026 at 12:00 PM EDT

Intel’s Strongest Revenue Growth in 15 Years Points to 30% Upside

Intel just posted the kind of quarter that rewrites a narrative, but the stock has already pulled back sharply from…

Vandita Jadeja | Jul 24, 2026 at 10:30 AM EDT

Price Prediction: Micron, AMD & Marvell- Our Bold Price Predictions for 2028

Memory, GPUs, and custom silicon are all riding the same AI capex wave into 2028, but our factor model splits…

David Moadel | Jul 24, 2026 at 9:16 AM EDT

Intel Rises 3% on Q2 Earnings Beat, Upbeat Q3 Outlook as Chip Sector Stays Flat

Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell…

David Moadel | Jul 23, 2026 at 3:17 PM EDT

A Chinese CEO Just Outlined the Bear Case for NVIDIA. It Should Terrify Owners of the Stock.

A leaked investor call from a Chinese AI CEO contains a pointed argument about the one assumption holding up NVIDIA's…

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%…

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AMD : AMD

All AMD Articles

Nvidia’s Margins are Safe This Decade So I Keep Loading Up as Fear Resonates

AMD Is On Track to Beat Lisa Su’s $100 Billion Revenue Prediction By 2 Years

Broadcom’s The Perfect Buy as Capex Fears Materialize

AMD Has an Agentic AI Advantage Over Nvidia That Keeps Me Buying Again and Again

I Won’t Stop Buying Broadcom Until It Reaches This Point

Intel’s Strongest Revenue Growth in 15 Years Points to 30% Upside

Price Prediction: Micron, AMD & Marvell- Our Bold Price Predictions for 2028

Intel Rises 3% on Q2 Earnings Beat, Upbeat Q3 Outlook as Chip Sector Stays Flat

A Chinese CEO Just Outlined the Bear Case for NVIDIA. It Should Terrify Owners of the Stock.

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

Warren Buffett Wasn’t the Only Billionaire Buying Alphabet Stock in Q2

Claim Social Security After 65 and Medicare Backdates 6 Months. Keep Funding an HSA and the IRS Penalizes Every Dollar.

AMD’s $566 Million SpaceX Stake Raises a Bigger Question Than AI Chip Orders

Claim Social Security After 65 and Medicare Backdates 6 Months. Keep Funding an HSA and the IRS Penalizes Every Dollar.

Medicare Assumes You Still Earn Your Old Salary. Until One Form Says Otherwise, It Bills Accordingly.

Warren Buffett Wasn’t the Only Billionaire Buying Alphabet Stock in Q2

Claim Social Security After 65 and Medicare Backdates 6 Months. Keep Funding an HSA and the IRS Penalizes Every Dollar.

AMD : AMD

All AMD Articles

Nvidia’s Margins are Safe This Decade So I Keep Loading Up as Fear Resonates

AMD Is On Track to Beat Lisa Su’s $100 Billion Revenue Prediction By 2 Years

Broadcom’s The Perfect Buy as Capex Fears Materialize

AMD Has an Agentic AI Advantage Over Nvidia That Keeps Me Buying Again and Again

I Won’t Stop Buying Broadcom Until It Reaches This Point

Intel’s Strongest Revenue Growth in 15 Years Points to 30% Upside

Price Prediction: Micron, AMD & Marvell- Our Bold Price Predictions for 2028

Intel Rises 3% on Q2 Earnings Beat, Upbeat Q3 Outlook as Chip Sector Stays Flat

A Chinese CEO Just Outlined the Bear Case for NVIDIA. It Should Terrify Owners of the Stock.

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

Warren Buffett Wasn’t the Only Billionaire Buying Alphabet Stock in Q2

Claim Social Security After 65 and Medicare Backdates 6 Months. Keep Funding an HSA and the IRS Penalizes Every Dollar.

AMD’s $566 Million SpaceX Stake Raises a Bigger Question Than AI Chip Orders

Featured Reads

Claim Social Security After 65 and Medicare Backdates 6 Months. Keep Funding an HSA and the IRS Penalizes Every Dollar.

Medicare Assumes You Still Earn Your Old Salary. Until One Form Says Otherwise, It Bills Accordingly.