1 month ago
Intel's 7% drop and AMD's 6% slide outpace NVIDIA's 3% pullback, an order that is the reverse of AI exposure ranking, suggesting a positioning unwind rather than a demand shift.
SOXX falling 6% against QQQ's 2% drop confirms the sell-off is chip-specific, not a broad Nasdaq retreat.
Amodei explicitly ruled out halting AI training, and Anthropic itself committed to deploying AMD's MI450 GPUs in a disclosed partnership.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now, and NVIDIA made the cut. Enter your email to see the other nine names and why NVDA earned its spot. The report is free. Enter your email and see the full list.
Chip stocks are sliding in early Monday trading after an AI pacing appeal over the weekend rippled beyond memory suppliers and into logic and accelerator names. Intel (NASDAQ:INTC) stock is falling 7% to $95.96, AMD (NASDAQ:AMD) stock is down 6% to $486.80, and NVIDIA (NASDAQ:NVDA) stock is declining 3% to $212.50. Intel is falling hardest of the three, NVIDIA is falling the least, and AMD sits in the middle, an ordering that runs opposite to each name's exposure to AI accelerator demand.
#nvda
SOXX falling 6% against QQQ's 2% drop confirms the sell-off is chip-specific, not a broad Nasdaq retreat.
Amodei explicitly ruled out halting AI training, and Anthropic itself committed to deploying AMD's MI450 GPUs in a disclosed partnership.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now, and NVIDIA made the cut. Enter your email to see the other nine names and why NVDA earned its spot. The report is free. Enter your email and see the full list.
Chip stocks are sliding in early Monday trading after an AI pacing appeal over the weekend rippled beyond memory suppliers and into logic and accelerator names. Intel (NASDAQ:INTC) stock is falling 7% to $95.96, AMD (NASDAQ:AMD) stock is down 6% to $486.80, and NVIDIA (NASDAQ:NVDA) stock is declining 3% to $212.50. Intel is falling hardest of the three, NVIDIA is falling the least, and AMD sits in the middle, an ordering that runs opposite to each name's exposure to AI accelerator demand.
#nvda
2 months ago
AMD gained 4.7% and Intel rose 4.5% on September 4, while Nvidia added only 0.8%. The one-session gap is consistent with investors widening the AI trade beyond Nvidia, but it cannot identify buyer motive or prove a lasting rotation. Advanced Micro Devices, Inc. (NASDAQ:AMD) and Intel Corporation (NASDAQ:INTC) each offer a route to AI spending that does not require Nvidia to lose outright.
AMD's second-quarter revenue reached a record $11.5 billion, up 50% year over year, and Data Center represented 58% of the company. Its portfolio includes MI450 accelerators, sixth-generation EPYC processors, Helios rack-scale systems, and Pensando networking. Customers seeking a credible second source and more negotiating leverage support the bull case. The countercase is software maturity, execution across a broad roadmap, and the capital required to challenge Nvidia's ecosystem.
Insider Monkey's database counted 164 hedge funds holding Advanced Micro Devices, Inc. (NASDAQ:AMD) in Q2 2026, up from 134 in Q1 2026. Marshall Wace reported 3,898,210 shares, about 3% more than in Q1. The quarter-end filings predate the September 4 rally and cannot show whether funds reacted to it.
Intel's second-quarter Data Center and AI revenue was $6.3 billion, up 59% year over year. A resilient CPU franchise, custom silicon, advanced packaging, and a domestic foundry network form the bull case. The cost and uncertain returns of rebuilding manufacturing leadership form the bear case. Intel generated $1.8 billion of GAAP operating income, while its $2.16 GAAP loss per share was driven largely by a $12.5 billion noncash mark-to-market loss on escrowed shares. Negative $8.4 billion adjusted free cash flow still makes capital efficiency a real concern.
The Q2 2026 database counted 138 hedge funds holding Intel Corporation (NASDAQ:INTC), up from 112 in Q1 2026. AQR Capital Management reported 10,742,567 shares after cutting its position by about 6% from Q1. That disclosure also predates the September rally, so it is historical positioning rather than a reaction.
#billion #advanced #quarter
AMD's second-quarter revenue reached a record $11.5 billion, up 50% year over year, and Data Center represented 58% of the company. Its portfolio includes MI450 accelerators, sixth-generation EPYC processors, Helios rack-scale systems, and Pensando networking. Customers seeking a credible second source and more negotiating leverage support the bull case. The countercase is software maturity, execution across a broad roadmap, and the capital required to challenge Nvidia's ecosystem.
Insider Monkey's database counted 164 hedge funds holding Advanced Micro Devices, Inc. (NASDAQ:AMD) in Q2 2026, up from 134 in Q1 2026. Marshall Wace reported 3,898,210 shares, about 3% more than in Q1. The quarter-end filings predate the September 4 rally and cannot show whether funds reacted to it.
Intel's second-quarter Data Center and AI revenue was $6.3 billion, up 59% year over year. A resilient CPU franchise, custom silicon, advanced packaging, and a domestic foundry network form the bull case. The cost and uncertain returns of rebuilding manufacturing leadership form the bear case. Intel generated $1.8 billion of GAAP operating income, while its $2.16 GAAP loss per share was driven largely by a $12.5 billion noncash mark-to-market loss on escrowed shares. Negative $8.4 billion adjusted free cash flow still makes capital efficiency a real concern.
The Q2 2026 database counted 138 hedge funds holding Intel Corporation (NASDAQ:INTC), up from 112 in Q1 2026. AQR Capital Management reported 10,742,567 shares after cutting its position by about 6% from Q1. That disclosure also predates the September rally, so it is historical positioning rather than a reaction.
#billion #advanced #quarter
2 months ago
When Advanced Micro Devices (NASDAQ:AMD) announced its Anthropic partnership in late July, two commitments stood out. Anthropic agreed to deploy up to 2 gigawatts of AMD Instinct MI450 series graphics processing units (GPUs), with deployment of the first gigawatt set to begin in the first half of 2027. And AMD committed to invest up to $5 billion in the artificial intelligence (AI) company behind the Claude models.
The second commitment is about to get easier to measure. Anthropic plans to publish its initial public offering (IPO) prospectus after the Labor Day holiday on Monday, with a listing as soon as late September or early October, The Information reported late last month.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
What does AMD hold today, then? Not a stake, at least not yet.
Image source: AMD.
#anthropic #signal #flashing #company
The second commitment is about to get easier to measure. Anthropic plans to publish its initial public offering (IPO) prospectus after the Labor Day holiday on Monday, with a listing as soon as late September or early October, The Information reported late last month.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
What does AMD hold today, then? Not a stake, at least not yet.
Image source: AMD.
#anthropic #signal #flashing #company
2 months ago
AMD's Data Center revenue surged 107% but carries a 65x forward P/E, while Alphabet's Cloud grew 82% at just 14x earnings.
Alphabet's $514 billion cloud backlog represents committed future demand that AMD's hardware business simply cannot replicate on its balance sheet.
AMD's gaming revenue fell 31% while Anthropic commits gigawatts of MI450 GPU capacity, exposing both the concentration risk and Helios demand.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today.
Advanced Micro Devices (NASDAQ:AMD) and Alphabet (NASDAQ:GOOG) both delivered blockbuster Q2 FY2026 results, yet they tell very different AI stories.
#revenue #demand #anthropic #mi450
Alphabet's $514 billion cloud backlog represents committed future demand that AMD's hardware business simply cannot replicate on its balance sheet.
AMD's gaming revenue fell 31% while Anthropic commits gigawatts of MI450 GPU capacity, exposing both the concentration risk and Helios demand.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today.
Advanced Micro Devices (NASDAQ:AMD) and Alphabet (NASDAQ:GOOG) both delivered blockbuster Q2 FY2026 results, yet they tell very different AI stories.
#revenue #demand #anthropic #mi450
2 months ago
Three of the biggest names in logic chips closed higher on August 12, following a strong earnings report deep in the AI server supply chain. Advanced Micro Devices, Inc. (NASDAQ:AMD) up 1.8% at $483, Intel Corporation (NASDAQ:INTC) up 3.3% to $101, and NVIDIA Corporation (NASDAQ:NVDA) up 3% to $224, in a broad rally sparked not by news from any of the three companies, but by Super Micro Computer Inc. (NASDAQ:SMCI), whose results reinforced how strong AI infrastructure expenditure remains.
On August 11, Super Micro Computer Inc. (NASDAQ:SMCI) released its fiscal fourth-quarter report, and the results were impressive on two fronts. Non-GAAP earnings per share came in at $1.70, up 139% from the roughly $0.71 ******* ysts projected, though revenue of $11.12 billion fell just short of expectations. The major story, however, was the order book: Super Micro reported more than $60 billion in new orders received during the quarter alone, up more than 50% compared to the $39 billion the company reported just six weeks prior.
The margin story was equally as important as order growth. Super Micro's non-GAAP gross margin increased to 17.6%, more than doubling the previously forecast 8.2%-8.4% range, which management put down to a better mix of customers and products.
That's why the rise extended far beyond Super Micro's own shares. For NVIDIA Corporation (NASDAQ:NVDA), whose GPUs power the servers Super Micro builds, the order surge acts as an independent data point confirming that demand for its chips continues to be strong ahead of its own upcoming fiscal second-quarter report, which includes revenue projections of roughly $91 billion excluding China data-center compute. NVIDIA enters that report up 19.23% year-to-date, has a $80 billion share buyback authorization, and recently announced a $500 billion financing arrangement with a broad collection of Wall Street banks.
Advanced Micro Devices, Inc. (NASDAQ:AMD), which is up a staggering 130.08% year to date, has its own reasons to gain something from the read-through. The company has been securing major GPU deployment orders, including contracts for up to 2 gigawatts of its MI450 accelerators for Anthropic, establishing itself as the most credible competitor to NVIDIA in AI data center silicon. A robust server-supply-chain signal, such as Super Micro's, lends credibility to the broader notion that there is enough demand for AI infrastructure to support several chip suppliers.
#report #strong
On August 11, Super Micro Computer Inc. (NASDAQ:SMCI) released its fiscal fourth-quarter report, and the results were impressive on two fronts. Non-GAAP earnings per share came in at $1.70, up 139% from the roughly $0.71 ******* ysts projected, though revenue of $11.12 billion fell just short of expectations. The major story, however, was the order book: Super Micro reported more than $60 billion in new orders received during the quarter alone, up more than 50% compared to the $39 billion the company reported just six weeks prior.
The margin story was equally as important as order growth. Super Micro's non-GAAP gross margin increased to 17.6%, more than doubling the previously forecast 8.2%-8.4% range, which management put down to a better mix of customers and products.
That's why the rise extended far beyond Super Micro's own shares. For NVIDIA Corporation (NASDAQ:NVDA), whose GPUs power the servers Super Micro builds, the order surge acts as an independent data point confirming that demand for its chips continues to be strong ahead of its own upcoming fiscal second-quarter report, which includes revenue projections of roughly $91 billion excluding China data-center compute. NVIDIA enters that report up 19.23% year-to-date, has a $80 billion share buyback authorization, and recently announced a $500 billion financing arrangement with a broad collection of Wall Street banks.
Advanced Micro Devices, Inc. (NASDAQ:AMD), which is up a staggering 130.08% year to date, has its own reasons to gain something from the read-through. The company has been securing major GPU deployment orders, including contracts for up to 2 gigawatts of its MI450 accelerators for Anthropic, establishing itself as the most credible competitor to NVIDIA in AI data center silicon. A robust server-supply-chain signal, such as Super Micro's, lends credibility to the broader notion that there is enough demand for AI infrastructure to support several chip suppliers.
#report #strong
3 months ago
Advanced Micro Devices (NASDAQ:AMD) is trying to solve two problems at once: proving its AI hardware can keep growing as fast as Street expects, and making a case for why that growth alone should justify the stock's price. On August 6, AMD confirmed a deal to buy Taalas, a Toronto-based startup building specialized silicon for AI inference, a move aimed squarely at the first problem even as the second has been driving the stock's swings all week.
Taalas, founded in 2023, has built technology that optimizes how data moves during AI inference, cutting the compute and memory bottlenecks that slow general-purpose chip designs. AMD plans to fold that technology into its accelerator roadmap and pair it with AMD Instinct GPUs, adding another layer to a platform that already spans Helios rackscale systems, EPYC CPUs and the ROCm software stack. The deal, still subject to regulatory approval, also extends AMD's long-standing presence in Canada, where the company says it intends to keep growing its engineering talent base.
The underlying business backs that ambition up. Second-quarter revenue hit a record $11.5 billion, up 50% year-over-year, with data center revenue alone climbing 107% to $6.7 billion. Adjusted EPS jumped 246% to $1.66, and operating margin improved to 17% from a 2% loss a year earlier. AMD has picked up customers once seen as Nvidia territory, including Oracle, Microsoft and OpenAI, and CEO Lisa Su says AMD has lined up 6 gigawatts of committed capacity apiece from OpenAI and Meta Platforms for its new MI450 chips and Helios racks. Su has pegged the AI data center chip market at $1.4 trillion annually by 2030 and forecasts that AMD's own data center sales will roughly double once more in 2027.
Despite that quarter, AMD shares fell, and the simplest explanation is that much of the good news was already baked into the price. The stock trades at nearly 70 times forward earnings, a multiple that ******* umes years of growth are already locked in. Some of AMD's headline growth rate is also flattered by an easy comparison: a US government ban on chip sales to China in April 2025 depressed AMD's results a year ago, making this year's percentage gain look larger than the underlying quarter-over-quarter trend, which came in at 16%.
Hedge fund ownership of AMD ticked up from 132 funds in the prior quarter to 134 in the most recent one, a modest increase suggesting institutional interest is holding steady rather than swinging hard either way. Short interest is low at 2.45% of float, showing little organized betting against the stock. Even so, AMD carries a forward price-to-earnings ratio of 65.36 as of August 7, a rich multiple that leaves the stock priced for the growth story to keep delivering rather than for any near-term stumble.
#data #year #price #center
Taalas, founded in 2023, has built technology that optimizes how data moves during AI inference, cutting the compute and memory bottlenecks that slow general-purpose chip designs. AMD plans to fold that technology into its accelerator roadmap and pair it with AMD Instinct GPUs, adding another layer to a platform that already spans Helios rackscale systems, EPYC CPUs and the ROCm software stack. The deal, still subject to regulatory approval, also extends AMD's long-standing presence in Canada, where the company says it intends to keep growing its engineering talent base.
The underlying business backs that ambition up. Second-quarter revenue hit a record $11.5 billion, up 50% year-over-year, with data center revenue alone climbing 107% to $6.7 billion. Adjusted EPS jumped 246% to $1.66, and operating margin improved to 17% from a 2% loss a year earlier. AMD has picked up customers once seen as Nvidia territory, including Oracle, Microsoft and OpenAI, and CEO Lisa Su says AMD has lined up 6 gigawatts of committed capacity apiece from OpenAI and Meta Platforms for its new MI450 chips and Helios racks. Su has pegged the AI data center chip market at $1.4 trillion annually by 2030 and forecasts that AMD's own data center sales will roughly double once more in 2027.
Despite that quarter, AMD shares fell, and the simplest explanation is that much of the good news was already baked into the price. The stock trades at nearly 70 times forward earnings, a multiple that ******* umes years of growth are already locked in. Some of AMD's headline growth rate is also flattered by an easy comparison: a US government ban on chip sales to China in April 2025 depressed AMD's results a year ago, making this year's percentage gain look larger than the underlying quarter-over-quarter trend, which came in at 16%.
Hedge fund ownership of AMD ticked up from 132 funds in the prior quarter to 134 in the most recent one, a modest increase suggesting institutional interest is holding steady rather than swinging hard either way. Short interest is low at 2.45% of float, showing little organized betting against the stock. Even so, AMD carries a forward price-to-earnings ratio of 65.36 as of August 7, a rich multiple that leaves the stock priced for the growth story to keep delivering rather than for any near-term stumble.
#data #year #price #center
3 months ago
AMD's Data Center revenue doubled to $6.7B in Q2, supporting a BUY call and $640 price target implying 23% upside.
AMD trades at a steep 66x forward P/E versus NVIDIA's 23x, but dominates Intel with a 27% operating margin against Intel's negative EPS.
Anthropic, OpenAI, and Microsoft have committed gigawatts of MI450 GPU capacity, locking in AMD's H2 2026 revenue ramp through named hyperscaler contracts.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and AMD didn't make the cut. Grab the names FREE today.
AMD (NASDAQ:AMD) posted Q2 revenue growth of 50.11% to $11.536 billion, with Data Center more than doubling, yet a Reddit thread **** led "AMD's revenue climbs 50% and data center sales doubled, but the stock is down" captured retail confusion. That gap between fundamentals and price action is where our model finds an edge.
#Intel
AMD trades at a steep 66x forward P/E versus NVIDIA's 23x, but dominates Intel with a 27% operating margin against Intel's negative EPS.
Anthropic, OpenAI, and Microsoft have committed gigawatts of MI450 GPU capacity, locking in AMD's H2 2026 revenue ramp through named hyperscaler contracts.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and AMD didn't make the cut. Grab the names FREE today.
AMD (NASDAQ:AMD) posted Q2 revenue growth of 50.11% to $11.536 billion, with Data Center more than doubling, yet a Reddit thread **** led "AMD's revenue climbs 50% and data center sales doubled, but the stock is down" captured retail confusion. That gap between fundamentals and price action is where our model finds an edge.
#Intel
3 months ago
AMD's Meta partnership anchors its MI450 GPU ramp toward $700, while Micron's 5x forward P/E makes a $1,600 price target surprisingly defensible.
Marvell set an all-time design-win record in FY2026, with Data Center now 76% of revenue and CEO Matt Murphy raising his FY2028 outlook.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and AMD didn't make the cut. Grab the names FREE today.
The AI infrastructure buildout has re-rated an entire tier of semiconductor names in 2026, and three stand out as candidates for a fresh leg higher into 2027. AMD (NASDAQ: AMD) is up 122.33% year to date, Micron Technology (NASDAQ: MU) has gained 188.55%, and Marvell Technology (NASDAQ: MRVL) has climbed 121.03%.
After a summer pullback, I want to walk through what it would take for each to notch another round-number milestone in 2027.
#NASDAQ #technology #mi450 #data
Marvell set an all-time design-win record in FY2026, with Data Center now 76% of revenue and CEO Matt Murphy raising his FY2028 outlook.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and AMD didn't make the cut. Grab the names FREE today.
The AI infrastructure buildout has re-rated an entire tier of semiconductor names in 2026, and three stand out as candidates for a fresh leg higher into 2027. AMD (NASDAQ: AMD) is up 122.33% year to date, Micron Technology (NASDAQ: MU) has gained 188.55%, and Marvell Technology (NASDAQ: MRVL) has climbed 121.03%.
After a summer pullback, I want to walk through what it would take for each to notch another round-number milestone in 2027.
#NASDAQ #technology #mi450 #data
3 months ago
Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) and Anthropic announced a strategic partnership on Wednesday that includes the deployment of up to 2 gigawatts of AMD's upcoming Instinct MI450 Series GPUs, a multi-year engineering collaboration, and a planned equity investment by AMD of up to $5 billion in the artificial intelligence startup.
Under the agreement, Anthropic plans to deploy up to 2 gigawatts of AMD Helios rack-scale solutions, with the first gigawatt expected to begin deployment in the first half of 2027. The systems will feature AMD Instinct MI455X GPUs, part of the MI450 Series, alongside AMD EPYC "Venice" CPUs, Pensando networking technology and ROCm software.
The deployment expands Anthropic's existing use of AMD Instinct MI355X GPUs as the AI company increases computing capacity to support growing demand for its Claude AI models.
The companies also announced a multi-year engineering collaboration focused on software development. Anthropic's Claude AI ****** istant will be used to optimize workloads for AMD Instinct GPUs and accelerate development of AMD's ROCm software platform. AMD also plans to adopt Claude more broadly across its engineering and product development teams.
In addition, AMD committed to make a strategic equity investment of up to $5 billion in Anthropic in the future.
#anthropic
Under the agreement, Anthropic plans to deploy up to 2 gigawatts of AMD Helios rack-scale solutions, with the first gigawatt expected to begin deployment in the first half of 2027. The systems will feature AMD Instinct MI455X GPUs, part of the MI450 Series, alongside AMD EPYC "Venice" CPUs, Pensando networking technology and ROCm software.
The deployment expands Anthropic's existing use of AMD Instinct MI355X GPUs as the AI company increases computing capacity to support growing demand for its Claude AI models.
The companies also announced a multi-year engineering collaboration focused on software development. Anthropic's Claude AI ****** istant will be used to optimize workloads for AMD Instinct GPUs and accelerate development of AMD's ROCm software platform. AMD also plans to adopt Claude more broadly across its engineering and product development teams.
In addition, AMD committed to make a strategic equity investment of up to $5 billion in Anthropic in the future.
#anthropic
3 months ago
Advanced Micro Devices (AMD) hosts its Advancing AI event in San Francisco on July 22-3, and Jefferies expects a busy day. ******* yst Blayne Curtis, who has a "Buy" rating and a $615 price target, thinks AMD will raise its estimate of the total market for its processors past $200 billion. He expects fresh details on the MI500 chips due after the current generation. The part investors will be keen on watching is the customer list. The ******* yst believes Microsoft (MSFT) is signed up for the MI450. There are also growing talks of a deal with Anthropic, which has reportedly been hiring engineers familiar with AMD's software.
The reason a new customer matters so much comes down to how AMD won the last two. To land OpenAI and Meta Platforms (META), each committing to six gigawatts of chips, AMD handed both companies warrants to buy up to 160 million shares. Combined, AMD has promised away about a fifth of itself to secure those orders.
Huge, Unusual Intel Options Volume Today Ahead of Earnings This Week
Intel Stock Is Down, But Put Premiums are High - Put Short Sellers Love the High Yields
The Number Tesla Stock Bulls Are Really Waiting for This Earnings Season Has Nothing to Do With Cars
#earnings #customer
The reason a new customer matters so much comes down to how AMD won the last two. To land OpenAI and Meta Platforms (META), each committing to six gigawatts of chips, AMD handed both companies warrants to buy up to 160 million shares. Combined, AMD has promised away about a fifth of itself to secure those orders.
Huge, Unusual Intel Options Volume Today Ahead of Earnings This Week
Intel Stock Is Down, But Put Premiums are High - Put Short Sellers Love the High Yields
The Number Tesla Stock Bulls Are Really Waiting for This Earnings Season Has Nothing to Do With Cars
#earnings #customer
3 months ago
AMD's $10,000 investment when Lisa Su became CEO in 2014 grew to $1.66 million, a 16,498% return dwarfing the S&P 500's 281%.
Su targets tens of billions in annual Data Center AI revenue by 2027, backed by Meta and OpenAI GPU partnerships and the MI450 launch.
AMD trades at a trailing P/E of 182, shares are up 154% year to date, and Su sold stock at prices ranging from $433 to $476 in mid-2026.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and AMD didn't make the cut. Grab the names FREE today.
When Lisa Su took the CEO seat at Advanced Micro Devices (NASDAQ:AMD) on October 8, 2014, the stock changed hands for roughly $3.28 and the company was fighting for its life against Intel. Today, the shares trade at $544.43, with a market cap of roughly $888 billion.
#data #openai
Su targets tens of billions in annual Data Center AI revenue by 2027, backed by Meta and OpenAI GPU partnerships and the MI450 launch.
AMD trades at a trailing P/E of 182, shares are up 154% year to date, and Su sold stock at prices ranging from $433 to $476 in mid-2026.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and AMD didn't make the cut. Grab the names FREE today.
When Lisa Su took the CEO seat at Advanced Micro Devices (NASDAQ:AMD) on October 8, 2014, the stock changed hands for roughly $3.28 and the company was fighting for its life against Intel. Today, the shares trade at $544.43, with a market cap of roughly $888 billion.
#data #openai
4 months ago
Advanced Micro Devices (NASDAQ: AMD) has become one of the world's top suppliers of graphics processing units (GPUs) for data centers, which are the primary chips used in artificial intelligence (AI) training and inference workloads.
The company will release its operating results for the second quarter of 2026 (ended June 30) on Aug. 4, and if previous reports are any indication, CEO Lisa Su is likely to issue highly bullish forward sales guidance, which will be very good news for investors.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Nvidia (NASDAQ: NVDA) had a near-monopoly in the AI data center market with its H100 GPU until 2023, when AMD entered the race with the MI300X. It attracted some of Nvidia's top customers, like Microsoft and Oracle.
AMD has since launched several new generations, including the MI350 and MI400 series, further expanding its customer base. But later this year, the company will start shipping its MI450 series GPUs, which can be customized to suit the needs of specific data center operators.
The company will release its operating results for the second quarter of 2026 (ended June 30) on Aug. 4, and if previous reports are any indication, CEO Lisa Su is likely to issue highly bullish forward sales guidance, which will be very good news for investors.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Nvidia (NASDAQ: NVDA) had a near-monopoly in the AI data center market with its H100 GPU until 2023, when AMD entered the race with the MI300X. It attracted some of Nvidia's top customers, like Microsoft and Oracle.
AMD has since launched several new generations, including the MI350 and MI400 series, further expanding its customer base. But later this year, the company will start shipping its MI450 series GPUs, which can be customized to suit the needs of specific data center operators.
