Advanced Micro Devices (AMD) reported a 50% year-over-year revenue increase to $11.54 billion in Q2 2026, with strong margins and a data center segment now accounting for 58% of revenue. Despite a 7-8% stock drop after earnings, fundamentals like a 56% adjusted gross margin and 31% EBIT margin in data centers indicate robust operational leverage. Upcoming growth drivers include Helios rack-scale commercialization, EFB packaging, and increased adoption of EPYC CPUs. The stock is viewed as undervalued with potential for a 24% upside to around $600 per share if consensus forecasts are met, making the recent weakness a buying opportunity.
Nvidia's earnings report on Wednesday is the week's most anticipated event, with options pricing in a 6% share move due to factors like AI infrastructure demand, product ramp timing, China exposure, and new financing partnerships. Analysts warn of po...
Advanced Micro Devices (AMD) has seen its stock rise 99% since February 2026, fueled by strong performance in AI and data center markets. AMD's new MI400 GPU and Helios rackscale solution target the AI inference market, directly competing with Nvidia...
NVIDIA, Broadcom, and AMD, key players in AI semiconductor stocks, have seen recent price pullbacks despite strong earnings and growth forecasts. NVIDIA reported strong Q1 fiscal 2027 results with significant data center revenue growth and expects co...
AMD reported record revenue of $11.54 billion, driven by a 107% year-over-year increase in Data Center revenue to $6.72 billion, fueled by strong demand for EPYC server chips and MI450 GPUs in the new Helios rack. Meanwhile, NVIDIA posted an $82 bill...
SpaceX's decision to build its AI infrastructure on NVIDIA's Vera Rubin platform, claiming 20% of NVIDIA's next-gen capacity, signals NVIDIA's advantage in allocation control rather than AMD's decline. Despite losing SpaceX, AMD reported strong Q2 re...
