米国市場銘柄情報

AMD アドバンスト・マイクロ・デバイス(AMD)

銘柄追加

157.400
+3.640+2.37%

終値 04/26 16:00 ET

157.710
+0.310+0.20%

市場後 19:59 ET

2,543.80億時価総額296.98直近PER

アドバンスト・マイクロ・デバイス(AMD)に関するコメント

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Pinkiii

8 時間前

$アドバンスト・マイクロ・デバイス(AMD)(AMD.US)$

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Analysts Notebook

12 時間前

コラムAMD Earnings Preview: Could AI Chips Revenue Surprise the Market?

AMD is set to report earnings for the first quarter of its 2024 fiscal year on Tuesday, Apr. 30, after the close of the market. The chipmaker is up about 3% year-to-date, underperforming its rival Nvidia's 77% and the Semiconductor Philadelphia Index's 13%.
Consensus Estimates
•Analysts project AMD's Q1 revenue at $5.45 billion, up slightly from year-ago period.
•Earnings per share (EPS) are expected to be $0.17, compared with $-0....

Big Tech Earnings Rush: Markets continue to bet on AI

Moomoo News Canada

12 時間前

コラムThe Week Ahead (AMZN, AMD, AAPL, BCE Earnings; Fed Interest Rate Announcement, Canada GDP Data)

Earnings Calendar
The forthcoming week in US is set to witness an upsurge in the corporate earnings season, with mega-caps $アマゾン・ドット・コム(AMZN.US)$ and $アップル(AAPL.US)$ slated to release their earnings on Tuesday and Thursday, respectively. Additionally, a plethora of consumer-facing companies such as $コカ・コーラ(KO.US)$ are also expected to report their earnings.
Moreover, investors are also keeping a close e...

Big Tech Stocks Diverge: Will they boost the market again?

PREMOSULTRAA

13 時間前

In Al we trust: CY24 cloud capex now 35%+ YoY, stay positive data ctr. semis

Maintain Buy on $エヌビディア(NVDA.US)$ , $ブロードコム(AVGO.US)$ , $マーベル・テクノロジー・グループ(MRVL.US)$ , $アドバンスト・マイクロ・デバイス(AMD)(AMD.US)$ , $マイクロンテクノロジー(MU.US)$ - BofA
CQ1 reports from key US hyperscalers – Google, Microsoft and Meta -suggest meaningful upside to CY24 capex, mostly driven by buildout of AI infrastructure. We estimate CY24 global cloud capex now tracking around $220bn, up about 35% YoY or $14.5bn higher than the $205bn or...

Market alert: Major AI players and US indexes show bearish signals

Singh Rahul

13 時間前

$メタ・プラットフォームズ(META.US)$ , $アルファベットクラスA(GOOGL.US)$ & $マイクロソフト(MSFT.US)$ have confirmed that their AI capex will be reaccelerating over the next year.
This reaffirms that the ‘party will continue’ for hardware companies, which are expected to keep outperforming.
This is bullish for $エヌビディア(NVDA.US)$ , $スーパー・マイクロ・コンピューター(SMCI.US)$ , $マイクロンテクノロジー(MU.US)$ , $ブロードコム(AVGO.US)$ , $アドバンスト・マイクロ・デバイス(AMD)(AMD.US)$ & $マーベル・テクノロジー・グループ(MRVL.US)$ 🤩

Market alert: Major AI players and US indexes show bearish signals

Rockyturki

13 時間前

Random thoughts on semis:

1) There’s plenty of bad news within $インテル(INTC.US)$ 's report, and recent news/reports about competitors ( $タイワン・セミコンダクター・マニュファクチャリング(TSM.US)$ 's A16 commentary, reported demand for $エヌビディア(NVDA.US)$ 's Arm-powered GB200, reported IPC gains for $アドバンスト・マイクロ・デバイス(AMD)(AMD.US)$ 's Zen 5) don’t help matters either. But with the EV down to ~$170B, maybe we’re at the point where the stock could work again on an SOTP basis, at least for a trade, given the value of Intel’s assets/IP, som...

Market alert: Major AI players and US indexes show bearish signals

Moomoo Breakfast US

13 時間前

コラムWhat to Expect in the Week Ahead (AMZN, AMD, SMCI, AAPL, COIN Earnings; Fed Interest Rate Decision, Nonfarm Payrolls)

Earnings Preview
The forthcoming week is set to witness an upsurge in the corporate earnings season, with mega-caps $アマゾン・ドット・コム(AMZN.US)$ and $アップル(AAPL.US)$ slated to release their earnings on Tuesday and Thursday, respectively. Additionally, a plethora of consumer-facing companies such as $コカ・コーラ(KO.US)$ are also expected to report their earnings.
Investors are eagerly anticipat...

Big Tech Earnings Rush: Markets continue to bet on AI

Moo Options Explorer

13 時間前

Navigating the US stock market: Is options trading right for you?

Hi, mooers!
Since March, the US stock market has been a rollercoaster of ups and downs. From $エヌビディア(NVDA.US)$ to $アドバンスト・マイクロ・デバイス(AMD)(AMD.US)$, and $アップル(AAPL.US)$ to $テスラ(TSLA.US)$, the fluctuating stock prices pose a wealth reduction risk for investors who fail to plan for this type of volatility. While options trading can be a part of an investor's strategic toolkit, it's important to understand that it's not a guaranteed...

whqqq

15 時間前

Saying goodbye to stocks and diving into options? Look at this article

The U.S. stock market is a fascinating realm, brimming with opportunities and challenges. For us ordinary investors, it's a vast landscape of discerning promising companies while exploring diverse investment avenues to reap profits. Unlike the A-share market, where profit typically hinges on buying low and selling high, the U.S. stock market offers options trading, a vehicle that can potentially yield higher returns.
For most...