Reiterate a 'Buy' rating on AMD, citing strong data center growth, undervaluation, and a fair value of $180 per share. Highlight AMD's 69% data center revenue growth, driven by Instinct GPU and EPYC ...

AMD announced new products, acquisitions and partnerships in 2025 as it worked to boost AI performance across platforms ...

Advanced Micro Devices, Inc.’s data center revenue grew 57% year-over-year in Q1 2025, reaching $3.674 billion and contributing nearly half of total revenue. Gross margin hit 54%, driven by ...

As newer, more efficient silicon manufacturing processes have gotten more expensive and difficult to develop, chipmakers like Intel and AMD have repeatedly rebranded some of their older processors ...

At AMD’s Financial Analyst Day in New York this week, the company underscored a clear message that the AI era isn’t just expanding the demand for compute, it’s redefining it. And AMD believes it’s ...

AMD is a company that knows a thing or two about capitalizing on a competitor’s weaknesses. The company got through its early-2010s nadir partially because its Ryzen CPUs struck just as Intel’s ...

As we head into 2026, there are no signs that the boom in artificial intelligence (AI) infrastructure is slowing down. In fact, it only looks like it is ramping up. The biggest bull case for Nvidia to ...