AMD reported a historic quarter with $11.5 billion revenue and 107% growth in its Data Center segment, driven by strong demand from major clients like OpenAI and Microsoft Azure. Despite a recent stock pullback due to AI investment concerns and gaming revenue decline, CEO Lisa Su expects AMD to exceed its $20 EPS target and sees potential for the stock to reach $800 by 2027. The key to this growth lies in successful scaling of Helios shipments and continued data center expansion. Risks include production timing and broader AI spending pauses, but long-term earnings growth supports a bullish outlook.
AMD shares trade at USD 547.84 on Pluang as of Sep 18, 2026 21:31 WIB, showing a modest 0.50% gain for the day. The stock's market cap stands at $889.85 billion, reflecting its significant position in the technology sector. Despite recent concerns, typical investor hold time on Pluang is 92 days, indicating medium-term interest in the stock.
AMD benefits from Intel's repeated PC CPU price increases, creating a favorable pricing environment for AMD's products. The total addressable market for AMD's server CPUs is projected to reach $220 billion by 2030, with AMD aiming for over 50% market...
In Q2 2026, Baron Technology ETF gained 38.95%, closely tracking the MSCI ACWI Information Technology Index. The fund initiated a position in Advanced Micro Devices (AMD) and trimmed holdings in NVIDIA and Amazon to balance its portfolio. It also inc...
Advanced Micro Devices (AMD) is gaining recognition as a credible alternative to Nvidia in the AI chip market, ranking #74 out of 5,234 stocks in a top investment database. AMD has delivered exceptional historical returns with a 141% gain year-to-dat...
