AMD Aktie

 

BofAS published a research report stating that in AI inference, GPUs are responsible for generating tokens for "thinking", while CPUs execute tools for tasks such as calling functions, code execution, retrieval and database interaction. Therefore, Agentic AI requires full-system computing, and CPU latency and task completion spe......

Meta's AI assistant Muse is drawing strong market response, and the rise of agentic AI is drawing attention to AI infrastructure shortages beyond GPUs and high-bandwidth memory (HBM), including server CPUs. The trend is lifting order demand for AMD and Intel products, while also tightening the server CPU packaging supply chain....

The demand for Intel's server CPUs is exceeding supply by a big margin....

Could the stock jump by at least 50% by then, or is it already peaking?...

AMD looks like a great buy, while ARM Holdings' stock has gotten ahead of itself....

AMD's AI opportunity is getting larger, but so are the expectations built into the stock. Here are the numbers, competitive advantages, and risks investors should be watching now....

AMD just cracked a $1 trillion market cap and its Data Center business is exploding, but whether a steady $500 monthly stake turns into a windfall or a disappointment by 2030 depends entirely on which version of AMD's story plays out....

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SANTA CLARA, Kalifornien (IT-Times) - Die Bank of America hat einen Research-Bericht zu AMD veröffentlicht und das Kursziel für die Aktie des Unternehmens deutlich angehoben. Die US-Investmentbank ......

Advanced Micro Devices crosses $1T as AI demand drives its rally. Explore three ETFs with significant AMD exposure and potential AI infrastructure upside....

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Two better opportunities might be sitting right next to this stock, and it's forcing a real decision about whether to keep holding....

Lisa Su's latest earnings call left me convinced the market still has not priced what AMD is actually building, and I added to my position again this week to get ahead of the milestone I think reprices everything....

Ein einziger Cloud-Auftrag aus den USA bewegt Aktien in Europa und den USA. Diese Titel profitieren von dem Milliarden-Deal von Anthropic und Akamai....

AMD trades at an 80x forward P/E while TSMC commands a 45% net margin, a stark contrast that frames the growth-versus-stability trade-off....

AMD just crossed a threshold that only a handful of chip companies have ever reached, but the same rally that created a trillion dollar milestone may have put the stock in an uncomfortable position relative to where our model says it should trade....

Here are Friday's biggest calls on Wall Street....

AMD's CPU opportunity could be huge....

AMD is the latest semiconductor stock to reach a trillion-dollar market cap....