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27.07.26 - 21:18
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AMD’s Microsoft Partnership Validates This Transition So I’m Loading Up (24/7 Wall St.)
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I keep buying Advanced Micro Devices (NASDAQ:AMD) because every quarter confirms the same thing: this company has moved from selling chips to selling full AI systems, and the biggest customers on earth are lining up to buy them. That is the sentence that keeps my finger on the buy button, even after the stock has ... AMD's Microsoft Partnership Validates This Transition So I'm Loading Up...
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27.07.26 - 17:54
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AMD Is On Track to Beat Lisa Su’s $100 Billion Revenue Prediction By 2 Years (24/7 Wall St.)
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Artificial intelligence spending continues to reshape the semiconductor industry. Hyperscale cloud providers are committing hundreds of billions of dollars to AI infrastructure, and the market is beginning to look less like a winner-take-all race than many investors expected just two years ago. As inference workloads expand alongside AI training, customers increasingly want a second supplier ... AMD Is On Track to Beat Lisa Su's $100 Billion Revenue Prediction By 2 Years...
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27.07.26 - 16:21
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AMD (Advanced Micro Devices) Buy (DPA-AFX)
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ZÜRICH (dpa-AFX Analyser) - Die schweizerische Großbank UBS hat das Kursziel für AMD von 700 auf 730 US-Dollar angehoben und die Einstufung auf "Buy" belassen. Er habe seine Schätzungen für den Chipkonzern angehoben, denn das Ergebnis je Aktie könne 2028 ......
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27.07.26 - 15:24
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AMD Aktie: Enormes Gewinnpotenzial (Aktiencheck)
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Zürich (www.aktiencheck.de) - AMD-Aktienanalyse der UBS:
UBS habe das Kursziel für die Aktie von Advanced Micro Devices Inc. (AMD) (ISIN: US0079031078, WKN: 863186, Ticker-Symbol: AMD, NASDAQ-Symbol: AMD) von 700 auf 730 USD angehoben und die Einstufung "buy" bestätigt. Nach Einschätzung der Schweizer Bank habe der der US-Chipkonzern AI Day den langfristigen Ausblick des Unternehmens weiter verbessert. [mehr]...
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27.07.26 - 11:36
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Samsung converts AMD and OpenAI ties into HBM4 supply wins (Digitimes)
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Samsung Electronics is showing renewed momentum in the AI memory race as it deepens ties with both OpenAI and AMD, two partnerships that could strengthen its position in the next-generation HBM4 ecosystem after ceding early ground in AI memory to rival SK hynix....
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27.07.26 - 09:06
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Nvidia′s Vera CPU targets go beyond Intel and AMD (Digitimes)
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After Nvidia has grown into a global giant on GPUs, why is it suddenly delving into CPUs? At first glance, its Vera is entering the server CPU market, where its rivals are naturally Intel's Xeon and AMD's EPYC. But Nvidia's real target may be much broader, including cloud providers such as Amazon and Google that design their own CPUs....
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