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AMD just crushed its AI earnings and the stock dropped anyway, leaving investors staring at a stock that may be deeply mispriced heading into 2027.
AMD and NVIDIA both posted explosive AI quarters, but they are betting on opposite visions of how the AI economy will actually be won.
Advanced Micro Devices, Inc. posted record Q2 results, with revenue up 50% YoY to $11.54B, driven by data center strength. Management doubled CPU TAM expectations to $220B by 2030, projecting a 50% CAGR, but AMD's gross margins lag behind Nvidia's and Broadcom's. Despite robust EPS growth forecasts (58.3% CAGR through 2028), AMD trades at a premium P/E of 72x, above peers and historical averages.
AMD is posting explosive AI growth, but one rival is quietly locking in the same hyperscaler customers through a strategy that could shrink AMD's market before anyone notices the ceiling.
HB Wealth Management LLC cut its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ: AMD) by 5.6% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 67,715 shares of the semiconductor manufacturer's stock after selling 4,006 shares during
California State Teachers Retirement System boosted its position in Advanced Micro Devices, Inc. (NASDAQ: AMD) by 58,272.0% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,436,775,740 shares of the semiconductor manufacturer's stock after buying an additional 1,434,314,328 shares during
DMC Group LLC trimmed its position in Advanced Micro Devices, Inc. (NASDAQ: AMD) by 26.8% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 7,297 shares of the semiconductor manufacturer's stock after selling 2,667 shares during the quarter. Advanced Micro Devices accounts
Over the last several decades, the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average have averaged negative returns during September. Artificial intelligence (AI) chip stocks had mixed performances during the last three Septembers.