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AI Compute · The credible #2 in AI accelerators.
AMD ships MI300 and MI400 series accelerators that compete with NVIDIA's Hopper generation on raw memory bandwidth and total cost of inference. ROCm is the software ecosystem trying to bridge the CUDA gap. Hyperscaler diversification away from NVIDIA pricing power is the bull case; software ecosystem lag is the bear case.
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Market cap $340.0B
AMD · price history
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Sentiment · 24h
3 articles classified across the last 24 hours.
Funds holding $AMD
Recent news on $AMD
finance.yahoo.com · 3h ago
bullishIs AMD a good stock to buy? We came across a bullish thesis on Advanced Micro Devices, Inc. on Beyond the Noise’s Substack by Cristobal Botanch. In this article, we will summarize the bulls’ thesis on AMD. Advanced Micro Devices, Inc.’s share was trading at $490.33 as of June 8th. AMD’s trailing and forward P/E were 155.46 […]
finance.yahoo.com · 4h ago
bullishThe artificial intelligence boom has created a familiar pattern on Wall Street. Investors spend years chasing the market’s biggest winner, then spend the next few years searching for whatever comes next. That search is happening right now with Nvidia (NASDAQ:NVDA). After becoming one of the most successful investments in stock market history, Nvidia’s recent performance ... Should You Look for the “Next Nvidia” — or Just Buy the Real Thing?
finance.yahoo.com · 1d ago
bullishShares of Intel (NASDAQ:INTC) are up 8% in midday trading on Friday, June 12, changing hands near $127. That move makes Intel the standout performer among the three mega-cap chip names investors are tracking most closely today. Advanced Micro Devices (NASDAQ:AMD) stock is also rallying, up 6% to $518. NVIDIA (NASDAQ:NVDA) stock is little changed ... Intel Is Up 8% Today: Is It Outperforming Other Chip Stocks Like AMD and NVIDIA?
AMD · price · 3M