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Global AI chip giant $Advanced Micro Devices (AMD.US)$ is set to host its Financial Analyst Day on November 11 (ET), with markets keenly focused on updates to its AI product roadmap and any announcements regarding new customer orders.
AMD Datacenter Growth vs. Rivals in Focus Ahead of Analyst Day
Ahead of the event, a comparison with key rivals underscores the market's need for long-term guidance:
– $NVIDIA (NVDA.US)$: Reported Q3 Data ...
AMD Datacenter Growth vs. Rivals in Focus Ahead of Analyst Day
Ahead of the event, a comparison with key rivals underscores the market's need for long-term guidance:
– $NVIDIA (NVDA.US)$: Reported Q3 Data ...
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Global semiconductor giant $Advanced Micro Devices (AMD.US)$ reported its third-quarter earnings after the bell, with the stock seeing volatile after-hours trading, initially rising before falling. Following the announcement of a bold "equity-for-orders" partnership with OpenAI, AMD's stock had rallied significantly, setting high market expectations. However, management's guidance—vague in the short-term while optimistic for the long-term regard...
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$Advanced Micro Devices (AMD.US)$ 's quarterly numbers were fire 🔥, with record revenue and a bullish outlook on AI-driven chip sales. Yet, the stock dipped post-announcement. Why? Some say the market's jittery about overhyped AI valuations, while others fear competition from NVIDIA and Intel is heating up. But let's not forget: AMD's fundamentals look stronger than ever. 💪
Despite the post-earnings dip, analysts are still bullish. Mult...
Despite the post-earnings dip, analysts are still bullish. Mult...
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Steph Curry is wearing Nikes tonight for the matchup against Victor Wembanyama of San Antonio Spurs.
Just a day after ending his partnership with Under Armour.
A bull case for $Nike (NKE.US)$
Just a day after ending his partnership with Under Armour.
A bull case for $Nike (NKE.US)$
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$Advanced Micro Devices (AMD.US)$ mentioned on 11 Nov that it expected profit to triple by 2030, the data center chip market is set to grow to $1 trillion. With the AI bubbles narrative coming back, will investors be missing out on the AI story?
In this article, I would like to share how we might want to look at this AI story, and how I plan to do option play for AMD for its AI story, I have been holding AMD for long-term.
Here is how we...
In this article, I would like to share how we might want to look at this AI story, and how I plan to do option play for AMD for its AI story, I have been holding AMD for long-term.
Here is how we...
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