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Jim Cramer compares AMD to Secretariat, highlighting its strong AI-driven growth potential.

Analyst Insights
07 May 2026
Erica Kollmann
View Source
Bullish
pluang ai news

Jim Cramer likened AMD to Secretariat, the legendary racehorse, suggesting the company could be the dominant leader in the AI chip market. Despite a recent downgrade, Cramer believes AMD's CEO Lisa Su's execution and AI chip roadmap position the company to capture significant AI-driven demand, potentially outpacing competitors like Nvidia. AMD's stock has surged about 86% year-to-date, reflecting strong investor confidence. The key challenge remains proving that AMD's AI growth is sustainable beyond hype.

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Global automotive microcontrollers market to reach $34.31B by 2035, driven by ADAS, electrification, and software-defined vehicles.

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The global automotive microcontrollers market is projected to grow from USD 15.49 billion in 2025 to USD 34.31 billion by 2035, at a CAGR of 8.28%. Growth is fueled by increasing adoption of advanced driver-assistance systems (ADAS), vehicle electrif...

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Asian semiconductor stocks fall sharply as US chip sell-off spreads, SK Hynix drops over 9%.

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FTSE 100 dips as miners fall on weak China GDP; PayPal surges on takeover bid news.

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TappAlpha launches TMGN ETF for tax-efficient income from top 10 tech giants in Cboe Magnificent 10 Index.

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Others
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AMD and CrowdStrike stocks soar on AI market growth; Netflix dips after cautious guidance.

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Company Fundamentals
Neutral
1 day ago
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