Core Viewpoint - Advanced Micro Devices (AMD) stock has experienced significant volatility in 2024, initially rallying 40% but subsequently declining despite strong earnings and product performance [1][2]. Group 1: Stock Performance - AMD stock started 2024 strong, increasing approximately 40% from January to March, but has since entered a downtrend [1]. - The stock dropped another 18.64% in 2025, reaching $98.28, one of its lowest prices since 2023 [2]. Group 2: Product and Market Position - AMD's new product lineup, particularly the RX 9000 series, is reportedly selling rapidly, contrasting with Nvidia's weaker GPU launch due to supply shortages [5]. - Growing partnerships with cloud providers like Microsoft and Alphabet are expected to enhance AMD's market share alongside the MI350/MI300X accelerators [6]. Group 3: Financial Outlook - DeepSeek's AI model assessed AMD's financials as having substantial momentum, with improving margins [7]. - Despite potential risks from supply chain disruptions and trade wars, these issues are viewed as temporary and manageable due to AMD's strong partnerships [8]. Group 4: Price Target and Future Projections - DeepSeek predicts AMD shares could rise to $135 by December 31, 2025, indicating a potential total rally of 37.36% for the year [9].

Core Viewpoint - Advanced Micro Devices (AMD) has faced significant challenges in the past year, with shares down 49% over the past 52 weeks, largely due to comparisons with NVIDIA, a leading competitor in the semiconductor industry [1] Business Segments - AMD's business is divided into several segments, with the data center segment being the largest and fastest-growing, while the client segment is the second-largest and second-fastest-growing [2] Market Opportunities - A potential PC refresh cycle in 2025 could significantly benefit AMD, allowing it to capture market share from Intel, especially as Microsoft ends support for Windows 10 [3][6] - IDC forecasts a 3.7% growth in total PC shipments in 2025, a notable increase from 1% growth in 2024, with commercial purchasers expected to drive this growth [7] Client Segment Performance - AMD's client segment focuses on CPUs for desktops and laptops, where it has increased its market share in desktop CPUs by over 7% to 27% and in laptops by over 3% to nearly 24% in 2024 [4][5] - AMD's latest processors are generally viewed as superior to Intel's, with performance gains of 7% to 22% compared to Intel's maximum gain of 9% [5] Revenue Contribution - The client segment generated $2.3 billion in revenue last quarter, accounting for approximately 30% of AMD's total revenue, indicating its importance but not as the main driver of the business [9] Future Outlook - Analysts have a 12-month stock price forecast for AMD at $155.83, representing a 57.15% upside potential, with expectations of a stronger performance in the client segment contingent on improvements in the data center segment [6][10]

These two companies are compelling bargains amid the current sell-off in AI stocks.The recent pullback in the stock market may have some investors on edge. The stocks selling off the most over the last couple of weeks are the same ones that led the stock market higher over the previous two years: artificial intelligence stocks.Several factors have led to the recent dip in the biggest AI stocks, including advances by China's DeepSeek AI and growing economic uncertainty. However, experts still expect a lot of ...

Group 1 - Oracle is expanding its AI infrastructure to meet increasing demand [1] - The discussion includes Nvidia and Advanced Micro Devices, highlighting their relevance in the AI sector [1] - Investors are encouraged by Oracle's earnings performance [1]

The tech sector is rebounding today, pushing the Nasdaq Composite Index (IXIC) up triple digits, as investors buy the dip following an extended broad-market selloff. Chipmakers in particular are riding the wave as artificial intelligence (AI) reenters the spotlight, with Nvidia (NVDA) up 6.7% at last glance. The shares of Intel Corp (NASDAQ:INTC) were last seen up 4.2% at $20.61, looking to snap a seven-day losing streak. The $19 level -- which provided a solid floor on the charts since the stock's early-Au ...

In this video, I will cover the recent updates regarding AMD (AMD 2.14%) and why selling now could be a huge mistake. Watch the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were from the trading day of March 10, 2025. The video was published on March 10, 2025. ...

Core Insights - AMD is increasingly confident about achieving over 20% growth in 2025, driven by AI acceleration, CPU dominance, and strategic partnerships [1] - The company anticipates over 60% growth in its AI GPU business this year, fueled by the ramp-up of its MI350 accelerator platform [2] - AMD's AI roadmap is strengthened by partnerships with major cloud providers like Microsoft and Meta, with the upcoming MI400 platform set to compete with Nvidia's offerings in 2026 [3] AI GPU Growth - AMD's MI350 series is expected to see significant demand, highlighted by Oracle's multi-billion-dollar order for 30,000 MI355X GPUs [2] - The MI400 platform aims to redefine AI compute with a flexible architecture, targeting large AI clusters exceeding 100,000 GPUs [3] CPU Market Position - AMD's server CPUs are projected to cross a 50% market share in the long term, having increased from an estimated 32-33% to 37-38% in 2024 [4] - The company expects to gain an additional 500-600 basis points in market share this year, aided by a direct-sales approach that challenges Intel's dominance [4] Diverse Portfolio - AMD's diversified compute portfolio, which includes AI GPUs, server CPUs, gaming, and embedded markets, positions the company for sustained growth in 2025 and beyond [6] - The company's notebook and desktop CPUs have been gaining market share for four consecutive quarters, with a new partnership with Dell expected to drive further growth [5]

The stock market is in the midst of a sell-off right now, with the Nasdaq Composite down more than 9% from its recent all-time high. However, the decline in Advanced Micro Devices (AMD 0.14%) stock started one year ago, and it's down 51% from its best-ever level.AMD supplies some of the world's best chips for a range of different applications, including a lineup of graphics processing units (GPUs) for the data center, which are designed specifically for artificial intelligence (AI) development. In fact, the ...

Core Insights - The article reflects on the journey of personal transformation and self-sufficiency, emphasizing the importance of adapting to challenges and the lessons learned from losses in financial markets [1] Group 1: Personal Transformation - The individual transitioned from a city life in Toronto to living in a yurt in the boreal forest, seeking self-sufficiency and a deeper connection with nature [1] - This change led to a profound personal growth experience, allowing the individual to redefine success away from societal expectations [1] Group 2: Financial Markets Perspective - The individual expresses a renewed love for financial markets, highlighting that losses have been valuable teachers in understanding market dynamics [1] - Emphasis is placed on the importance of timing in trading, suggesting that financial success follows naturally when one focuses on learning and personal growth rather than merely pursuing money [1]

Needham initiated coverage on Ocular Therapeutix Inc OCUL, noting the company’s lead asset, Axpaxli, an investigational axitinib-based intravitreal implant for wet age-related macular degeneration (wet AMD).Axpaxli is the company’s key value driver and is under evaluation in two phase 3 trials. If positive, these trials could support approval with a product label that enables maintenance treatment with Q6M (every 6 months)-Q12M (every 12 months) dosing, which would represent a significant improvement over c ...