138.41 0.59(0.43%)07/09/2025
Advanced Micro Devices, Inc. (AMD)
Advanced Micro Devices, Inc. (AMD)
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| Headline | Time (ET) | Source |
|---|---|---|
| Why Arm Holdings Gained 31% in the First Half of 2025
Shares of Arm Holdings (ARM 0.30%) continued to march higher in the first half of the year, benefiting from the broader tailwinds in artificial intelligence (AI), market share gains, and solid growth in its earnings report. Arm, which licenses its central processing unit (CPU) architecture to partners like Apple and Nvidia, is well positioned to capitalize on the data center boom and future growth in edge AI, as its architecture is more power-efficient than the competing x86 alternative used by Intel and AMD. As a result, Arm continues to earn a high valuation since it has a long runway of growth in the AI era. According to data from S&P Global Market Intelligence, the stock finished the first half of the year up 31%. As you can see from the chart below, Arm started the year on a high note before crashing on tariff-driven concerns and then recovered to nearly its previous peak. ARM data by YCharts. Arm has one of the most resilient business models in the semiconductor sector, as it earns money when it signs its licensing agreements and on royalties when the products containing its designs are sold. That creates a long-term, high-margin revenue stream and is part of the reason the stock trades at a price-to-sales (P/S) ratio of 39 right now. Through the first half of 2025, Arm jumped early in the year as it was named as one of the partners in the Stargate project, which plans to invest up to $500 billion in AI infrastructure. Softbank, the Japanese investment giant that owns roughly 90% of Arm, will be one of the lead partners, which could be an advantageous position for Arm. The stock soared on the news. In its two quarterly reports, the company showed off solid growth on both the top and bottom lines, though the stock pulled back both times. In May, during the fiscal fourth quarter, the stock fell in part due to management's decision not to provide full-year guidance, which was due to broader uncertainty in trade policy and the fact that its customers had also not provided guidance. Overall revenue rose 34% to $1.24 billion, paced by strong licensing growth, and operating income was $410 million, showing its impressive margins. Arm still has a lot of growth in front of it, but given its high valuation, it may take time for the stock to move substantially higher. Still, the business is in an excellent position to capitalize on the AI boom. Investors may want to take advantage of any pullbacks in the stock over the rest of the year. | 07/10 15:54 | https://www.fool.com |
| Why AMD Stock Is Surging Today
Advanced Micro Devices (AMD 4.10%) stock is seeing significant bullish momentum Thursday. The semiconductor company's share price was up 3.8% as of 3:30 p.m. ET amid the backdrop of a 0.3% gain for the S&P 500 (^GSPC 0.27%) and a 0.2% gain for the Nasdaq Composite (^IXIC 0.09%). The stock had been up as much as 5.4% earlier in the day's trading. AMD's valuation is climbing today following bullish coverage from HSBC. The bank's investment branch issued new coverage on the stock this morning, and other investors are buying up shares in conjunction with the latest research note. In a note published before the market opened today, HSBC upgraded its rating on AMD stock from hold to buy. The firm also raised its one-year price target on the stock from $100 per share to $200 per share. As of this writing, HSBC's new price target suggests additional upside of roughly 39%. HSBC pointed to an improving demand outlook for AMD's graphics processing units (GPUs) for artificial intelligence (AI) as a key factor in its ratings upgrade and big price target hike. The firm's analysts think that the company's MI350 GPUs for AI compare favorably with Nvidia's high-end Blackwell processors, and that next year's MI400 processors could further strengthen AMD's position in the data-center processing space. Thus far, AMD has trailed far behind Nvidia when it comes to the high-value data-center processor market -- but there are signs that dynamics may be starting to shift in the smaller company's favor. There's still a lot of guesswork involved when it comes to charting the business's performance outlook in advanced AI processors, but it seems to be making progress in the crucial artificial intelligence training space. Even better, AMD could see strong demand for hardware used to power AI inference applications, even if its high-end processors continue to trail behind Nvidia's for artificial intelligence training purposes. | 07/10 15:49 | https://www.fool.com |
| AMD stock: HSBC says it's catching up to Nvidia – but is it really?
Advanced Micro Devices Inc (NASDAQ: AMD) closed higher on Thursday after HSBC analysts led by Frank Lee raised their price objective on the semiconductor firm to $200. Lee cited AMD's new MI350 series GPUs for the bullish view, which he believes can rival Nvidia's Blackwell B200 chips in performance as well as pricing. | 07/10 15:35 | invezz.com |
| AMD's stock is rallying as an analyst makes his case for a 40% gain from here
The chip maker's new MI350 series AI accelerators are competitive with Nvidia's Blackwell AI platform, according to HSBC — and their pricing hits a sweet spot. | 07/10 13:06 | marketwatch.com |
| Live Nasdaq Composite: Tech Eyes New Highs as Markets Diverge
Live Updates Live Coverage Updates appear automatically as they are published. Coinbase Deal 10:12 am by Gerelyn Terzo Digital asset exchange Coinbase (Nasdaq: COIN) has partnered with AI giant Perplexity AI in a deal that is reportedly designed to “to help traders get access to real-time trusted crypto data/info for better decision making.” Coinbase stock is trading lower by 0.60%. Tesla (Nasdaq: TSLA) will hold its annual shareholder meeting in early November. TSLA stock is gaining 2.4% but remains down 24.8% year-to-date. This article will be updated throughout the day, so check back often for more daily updates. The markets are meandering in and out of positive territory after the Nasdaq Composite clinched a fresh all-time high in yesterday’s session. As of early morning trading, the three major stock market indices are relatively flat. The Trump administration isn’t done slapping tariffs on trade partners, the most recent of which involves a 50% tariff on Brazilian imports. On the economic front, U.S. jobless claims moved lower last week, surprising economists amid mixed signals from the labor market. HSBC analysts have their eye on Advanced Micro Devices (Nasdaq: AMD), saying its recent AI chip solution has thrust it into the AI spotlight, potentially giving AI Nvidia (Nasdaq: NVDA) a run for its money. HSBC has attached a “buy” rating on AMD shares with a bullish price target of $200 per share, reflecting upside potential of approximately 44%. Yesterday, Nvidia made history by becoming the first company to cross the $4 trillion market cap threshold. Here’s a look at the performance as of morning trading: Dow Jones Industrial Average: Up 21.94 (+0.05%) Nasdaq Composite: Down 54.91 (-0.27%) S&P 500: Down 5.52 (0.09%) Market Movers MP Materials (NYSE: MP) stock is soaring 55% after the company inked a rare Earth-mining contract with the Department of Defense to strengthen the U.S. magnet supply. The deal is reportedly worth billions of dollars, including a $400 million capital injection by the DoD for preferred shares and a warrant, making the government agency a major shareholder of MP Materials. The Trump administration previously tipped its hand to deals like this as the U.S. goes head-to-head with China. Delta Airlines (NYSE: DAL) stock is soaring 12% today on strong quarterly results amid “stabilizing” travel demand. The airline managed to beat expectations in H1 2025 and increase its quarterly dividend payout by 25%, beginning in September. WK Kellogg (NYSE: KLG) is skyrocketing by 30% today after agreeing to be taken over by Italy’s Ferrero, which is behind the popular Nutella product, in a blockbuster $3.1 billion merger. The post Live Nasdaq Composite: Tech Eyes New Highs as Markets Diverge appeared first on 24/7 Wall St.. | 07/10 11:30 | https://247wallst.com |
| AMD Stock Upgraded To Buy On AI Chip Pipeline
AMD stock rose after an analyst upgraded Advanced Micro Devices to buy from hold, citing the company's AI chip pipeline. | 07/10 11:27 | investors.com |
| Changing Trends In Tech Sector - What To Watch Out For?
In May this year, Alphabet Inc. GOOG unveiled a "total reimagining of search" with the launch of AI mode – the chatbot-style search engine feature that would let users converse with the search engine; besides using AI agents to execute tasks on behalf of the user. This announcement follows the launch of features like AI overviews that make Google Search a ‘Zero Click' affair. In search engine parlance, zero click refers to those internet searches that do not require the user to click and visit a webpage in order to get their questions answered. With AI overviews answering questions right on the search result pages, there is little incentive for search users to actually click and visit webpages to find their answers. This presents an existential threat to organizations that have built their business on top of Google's search engine platform. Ironically, Google's steadfast adoption of AI into their search engine is itself propelled by the existential threat presented by the emerging dominance of new-age search engines like ChatGPT, and Perplexity. Earlier this year, educational resource company Chegg Inc. (CHGG) sued Google claiming that their AI Overviews was driving publishers out of business. Prior to this, a class action lawsuit was filed against Google in 2023 accusing the company of theft of American personal and creative data for AI modeling. The introduction of AI and the subsequent lawsuits have made the online economy quite volatile and in a constant state of flux. While this may be good for intraday or swing traders, long-term investors may continue to stay wary. However, this is not bad news. The AI economy is still in its infancy and this presents investors with profitable opportunities to take advantage of. In a recent report, Envato identified 8 emerging digital marketing trends that are likely to shape the future of the online economy. These trends offer us a glimpse of technology that is proliferating the internet landscape, and will potentially grow to be million dollar opportunities for investors. Identifying the companies that make these technologies possible and investing in them can be a profitable investment strategy. At the top of the list are businesses that build the infrastructure to enable the adoption of AI. This includes companies like NVIDIA Corporation (NVDA), Taiwan Semiconductor (TSM), Advanced Micro Devices Inc. (AMD) to mention a few. The rationale behind investing in these stocks is clear – AI is expected to continue growing for the next several years, which means that the hardware necessary to keep this momentum growing is continuing its upward trajectory too. Regardless of how hot NVDA may be at this point, it is expected to keep going up in the long term. These are companies that you invest in and do not touch for the next many years. If investing in one stock sounds risky, you could consider sector-specific ETFs focusing on AI hardware manufacturers. The Envato study predicts that videos will continue their upward trajectory through 2025 and beyond. Unlike text or even images, videos consume a lot of bandwidth, and their growth signals the continuation in the growth of networking and infrastructure providers. This would mean upward movement for stocks like Akamai Technologies (AKAM), and Cloudflare, Inc. (NET). There are of course other players in the industry that may benefit. For example, Amazon AWS, Microsoft Azure, and Google Cloud provide the cloud infrastructure necessary for video usage to grow. However, since these are part of bigger organizations, their fortunes are tied to multiple parameters and so it won't be prudent to make a more educated guess on the fortune of these stocks. Currently, the internet landscape is mostly made of unstructured data (text, images, and video). However, as we move towards Generative AI, and AI optimization, we are seeing a rise in structured data that enables content to be more organized and machine-readable. This is critical to drive search, automation, AI, and analytics. The rise in the use of structured data would also contribute towards an increase in the adoption of standards and formats, data wrangling, ETL tools, and databases. Stocks that would benefit from this adoption include Snowflake, Inc. (SNOW) which is a dominant player in data lakes and warehousing, Oracle Corp. (ORCL), a market leader in relational databases, MongoDB (MDB), Palantir (PLTR), and DataDog (DDOG). Analytics is a major gainer in the growth of structured data. Tableau, which is owned by Salesforce Inc. (CRM), and privately owned Qlik are expected to be winners here. Generative AI has unleashed a wave of hyper-personalization across the online landscape. Traditional Google search is being replaced by AI-driven search answers that bring in a great deal of personalization in the search answers. This technology is also being replicated across different spheres of the online economy with the help of AI agents. AI agents are online tools that make use of Artificial Intelligence (AI) and integration to do tasks on behalf of humans. For example, businesses can make use of AI agents to interact and engage with customers without the need for canned responses, or even regular chatbots. Such productivity enhancing software tools are driven by personalization engines operated by companies like Adobe Inc. (ADBE), while Microsoft, Amazon, and Google power the other parts of the infrastructure that drives this personalization. One of the key drivers of personalization is digital identity. Understanding who your user is, and tracking their online behavior is vital to building a personalization engine. There are several technological tools that enable this. One of the most popular tools in this space is Okta, Inc. (OKTA) that delivers identity and access management tools. LiveRamp, Inc. (RAMP) is another big player with a stake in digital identity – they are a data connectivity platform who help unify customer and prospect data. With growth in AI-driven personalization, these tools are likely to see increased growth. The world is in a very volatile state at the moment, and the movement towards greater AI adoption is being driven by some of the biggest corporations of our time. This could mean heavy lobbying in favor of keeping AI relatively less regulated. However, Generative AI brings with it concerns related to deepfakes and cybersecurity frauds. As such, the time is ripe for heavy regulation in terms of who gets access to such tools. While growth in AI-driven technologies is expected to continue unfettered, it is important to acknowledge the risks posed by regulations and how this could dampen this growth. Benzinga Rankings give you vital metrics on any stock – anytime. © 2025 Benzinga.com. Benzinga does not provide investment advice. All rights reserved. | 07/10 11:24 | http://feeds.benzinga.com |
| Nasdaq 100: Edges Lower From Record High, Tesla and AMD Hold Gains in US Stocks
Nasdaq hits record then eases as AI optimism counters tariff concerns. Tesla, AMD lead gains while traders weigh tech stock valuations and US tariffs. | 07/10 11:13 | fxempire.com |
| Analysts Predicts AI Revenue Upside for Semiconductor Giant
Advanced Micro Devices Inc (NASDAQ:AMD) shares are up 3.1% to trade at $142.69 at last check, after an upgrade from HSBC to "buy" from "hold" to go with a price-target hike to $200 from $100. | 07/10 10:57 | schaeffersresearch.com |
| AMD & ORCL Get Upgrades, Ferrero Buying KLG for $3.1B
An acquisition from overseas. Ferrero put in a $3.1 billion bid to buy Kellogg (KLG), which sent shares of the well-known breakfast brand soaring more than 30%. | 07/10 10:30 | youtube.com |