AMD: High Growth At A Reasonable Price As AI Adoption Accelerates

AMD: High Growth At A Reasonable Price As AI Adoption Accelerates

Seeking Alpha • 3 hours ago

Nvidia Vs. Advanced Micro Devices: Determining The True AI Alpha-OLS Model

NVIDIA is the premier AI semiconductor holding, delivering superior risk-adjusted returns and a robust alpha that justifies its premium valuation. NVDA's dominance is underpinned by its high R-squared (0.72), strong revenue elasticity, and lower sensitivity to sector and macro headwinds versus AMD. AMD offers high convexity and asymmetric upside, trading at a discount (P/S 10.75x) and presenting a contrarian opportunity for risk-tolerant investors.

Seeking Alpha • 2 hours ago

Meet My Top 5 Artificial Intelligence (AI) Stocks for 2026

AMD is battling to gain some ground on Nvidia in the GPU space. Alphabet's TPUs, which it designed in partnership with Broadcom, could become the market's next hot computing units.

The Motley Fool • 15 hours ago

News Events Push Around AMD Stock

If you hold Advanced Micro Devices (AMD), this week has been unsettling. The stock hasn't plummeted like Oracle, but the pressure could be building.

Forbes • Dec 12, 2025

Here's Why Advanced Micro Devices (AMD) Fell More Than Broader Market

Advanced Micro Devices (AMD) closed at $210.78 in the latest trading session, marking a -4.81% move from the prior day.

Zacks Investment Research • Dec 12, 2025

AMD Enters A New Phase

Advanced Micro Devices, Inc. frames AI as a multi-decade investment cycle, with growth constrained by power, packaging, memory, and data center deployment, not demand. AMD management targets 55–58% long-term gross margins by monetizing GPUs, CPUs, and networking while avoiding low-margin rack or systems resale. The OpenAI 6-gigawatt partnership accelerates ecosystem adoption, shortening sales cycles and validating AMD infrastructure across hyperscalers and neoclouds.

Seeking Alpha • Dec 12, 2025

NVDA, INTC and AMD Forecast – Chips Looking for Momentum After Broadcom Concerns

Semiconductor stocks show mixed but constructive action into Friday, with Nvidia consolidating, Intel supported on pullbacks, and AMD stabilizing despite cautious AI guidance. Overall momentum favors buying dips across the group.

FXEmpire • Dec 12, 2025

AMD Shares Rise 5% After Key Trading Signal

Advanced Micro Devices Inc (NASDAQ: AMD) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data.

Benzinga • Dec 11, 2025

Better Artificial Intelligence (AI) Stock for 2026: Nvidia or AMD?

Both AMD and Nvidia project monster data center spending by 2030. Nvidia users have to pay a huge premium for their hardware.

The Motley Fool • Dec 11, 2025

Prediction: These 2 Artificial Intelligence (AI) Stocks Will Be Worth More Than Palantir by the End of 2026

Shares of Palantir continued their impressive run in 2025. Alibaba and AMD are both positioned to accelerate their revenue growth in key AI segments.

The Motley Fool • Dec 11, 2025