In the current environment, it seems antithetical to say anything positive about Advanced Micro Devices (AMD -0.88%). The semiconductor stock has lost more than 60% of its value over the last 13 months as industry struggles and tariff-related worries have weighed on the company.However, the investment case for AMD stock looks completely different, and given its advancements in one part of the chip industry, the stock could be in the perfect position to prosper over the next five years.Where AMD can excelDes ...

Advanced Micro Devices is expected to announce its new AI chip during its June AI event.In today's video, I discuss Advanced Micro Devices (AMD -0.88%) and recent updates affecting the semiconductor market. To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the after-market prices of April 16, 2025. The video was published on April 16, 2025. ...

The stock market has been volatile this year, and it's anyone's guess how things will continue to play out. If there's a recession, then the S&P 500 and stocks as a whole could be headed for even more pain in the months ahead. But one thing that seems certain is that artificial intelligence (AI) is going to remain a great area of tech to invest in over the long haul. And rather than trying to time the markets, now could be a good time to simply buy a top AI stock and take advantage of some cheaper prices an ...

Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!My first article on Advanced Micro Devices (NASDAQ: AMD ) came out in late August 2023 with a "Sell" rating. I argued at the time that AMD was supposed to fall because of its "over-diversification" and the impactDaniel Sereda is chief investment analyst at a family ...

If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to start Q1, consider joining Out Fox The Street .Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship ...

文章核心观点 - 因中国芯片限制消息公布，AMD股价周三下跌超7%，分析师维持对其股票长期强烈买入的推荐 [1] 分析师背景 - 分析师是退休华尔街投资组合经理，专注于科技、媒体和电信行业，有超20年市场经验，经历过互联网泡沫、08年信贷违约和近期人工智能热潮，服务围绕“势头”展开 [1]

Buying and holding solid stocks for a long time is a tried-and-tested way of making money in the stock market, as this strategy helps investors capitalize on secular growth opportunities and disruptive trends while also allowing them to benefit from the power of compounding.This explains why an investment of $1,000 in shares of Advanced Micro Devices (AMD -1.65%) a decade ago would now be worth more than $33,500. And that's despite the sharp pullback in the company's shares over the past month. AMD has sign ...

Advanced Micro Devices (NASDAQ: AMD ) stock has just fallen more than 7% in after-hours trading. The main reason was the news about Nvidia ( NVDA ), which reported that it would need a " special license " to exportEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect! Assoc ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Silicon Valley chip maker Advanced Micro Devices (AMD) told regulators that the US might not grant newly required licenses for chips exported to China, hitting the company's bottom line. Chip developer Advanced Micro Devices (AMD) on Wednesday said it expects new US licensing requirements for semiconductors exported to China to ...

文章核心观点 - 美国对AMD的MI308等芯片实施新出口许可要求 公司面临竞争和估值等问题 目前建议投资者等待更有利切入点积累股票 [1][20][23] 出口限制影响 - AMD的MI308和英伟达的H20人工智能芯片受最新出口限制 盘前交易中AMD股价下跌约7% 英伟达股价下跌约6% [1] - 中国是AMD和英伟达重要市场 2024年中国占AMD收入24% 2025财年占英伟达收入13% 出口管制指令损害其在该地区增长前景 英伟达将承担55亿美元费用 [2] - 最新限制短期内对AMD营收增长前景构成更大威胁 受衰退担忧和英伟达竞争影响 AMD股价年初至今下跌21.2% [3] 公司业务优势 - AMD依靠第五代EPYC Turin、第四代和第三代EPYC处理器等产品组合对抗英伟达竞争 [5] - 2024年AMD数据中心收入占年收入约50% 同比增长69%至39亿美元 EPYC实例增加27%超1000个 超大规模企业在四季度推出超100个通用人工智能实例 [9] - 2024年AMD数据中心人工智能收入超50亿美元 受Meta和微软部署MI300X推动 Instinct加速器获多家云服务提供商需求 公司预计2025年需求增长 [10][11] - 第五代EPYC处理器为谷歌云等提供支持 AMD通过嵌入式EPYC产品组合支持企业和云基础设施需求 [11][12] - 丰富合作伙伴包括思科、IBM等助力AMD拓展业务 公司进行收购加强人工智能生态系统 缩小与英伟达技术差距 [13][14] 财务情况 - Zacks对AMD 2025年每股收益共识估计为4.59美元 过去七天下降1美分 同比增长38.67% [15] - 2025年营收共识为317.2亿美元 同比增长23.02% AMD过去四个季度均超Zacks共识估计 平均超预期2.32% [16] 估值与评级 - AMD股票目前被高估 价值评分D表明估值过高 远期12个月市销率为4.6倍 高于行业的2.84倍 [16][17] - AMD股票交易价格低于50日和200日移动平均线 呈熊市趋势 目前Zacks排名为3（持有） 建议投资者等待更有利切入点 [20][23]