AMD upgraded because it will benefit from Nvidia's 'leadership vacuum'
AMD is likely to benefit as Nvidia stumbles after the resignation of Jensen Huang, its long-time CEO and co-founder, according to William Blair.
Every headline mentioning AMD from Yahoo Finance, CNBC and Investing.com over the last 30 days, each scored for sentiment and importance. Updated automatically through the trading day.
AMD is likely to benefit as Nvidia stumbles after the resignation of Jensen Huang, its long-time CEO and co-founder, according to William Blair.
Techs fell as Nvidia dived on news that it may oust CEO Jensen Huang. AMD extended gains. Will the Nvidia woes sink the new market rally?
Here are the biggest calls on Wall Street on Thursday.
Follow along and CNBC highlights the biggest stock market moves of the day.
Fintel reports that on November 12, 2026, William Blair upgraded their outlook for Advanced Micro Devices (NASDAQGS:AMD) (WSE:AMD) from Market Perform to Outperform.
Investing.com -- AMD and Broadcom rallied in Thursday premarket trading after The Wall Street Journal reported that Nvidia’s board is preparing to oust founder and CEO Jensen Huang.
AMD's valuation multiple now sits near its three-year forward median
Investors turned toward rival chipmakers following reports that Nvidia's board was considering CEO Jensen Huang's future.
The fund bought $22.6 million of Broadcom and $22.0 million of AMD while selling $58.8 million of Nvidia.
CoreWeave fueled big AI gains for the new market rally Wednesday, with Nebius, Sandisk, Nvidia, Bloom Energy and AMD key movers.
CoreWeave delivers a blockbuster quarter. why memory and chip stocks are moving higher.
AMD will buy about 33.8 million Anthropic shares at the IPO price, while Goldman Sachs names it a top chip idea.
AMD's data center sales nearly doubled last quarter, and its long history of stock splits could add to the investment thesis now.
Baird slashed its NVIDIA price target by more than half and questioned whether Jensen Huang will still be CEO in 2027, yet buyers rushed in anyway. What spooked one analyst, and what is Goldman seeing that others miss?
Key TakeawaysAMD stock is up 141% in 2026 on Meta’s 6-gigawatt GPU deal and back-to-back record quarters, though it’s still 21% below its October closing high. AMD guided to about $17 billion of fourth-quarter revenue, more than Intel…
ANET, FN, ADI and AMD stand out as AI stocks with strong earnings growth prospects, as market pullbacks create potential entry points.
It’s one thing for money to shift between stocks, but it’s another thing for customers to shift their supplier relationships.
Amazon, Nvidia and AMD are also among the major technology companies tied to Anthropic as the startup prepares for a public listing.
AMD crushed its fourth straight earnings beat and the stock jumped again, yet a 182 trailing P/E, collapsing free cash flow, and swelling inventory complicate the celebration. Our model weighs the bull and bear cases to see where the…
AMD did not win this one on raw speed. The reason Google chose it says a lot about what cloud customers fear most.
Nvidia Slides on the Jensen Huang Probe. AMD, Broadcom, and Taiwan Semiconductor Move Higher
Both companies have been experiencing solid growth in their data center businesses, but one of them seems like the better bet.
The chipmaker posted its strongest daily gain in six months as analysts pointed to opportunities from Nvidia's regulatory uncertainty.
Burry trimmed 25% of his SMH puts last week but retained substantial bearish semiconductor exposure.
The chip makers’ shares were posting big gains Monday — but those companies could also be subject to greater scrutiny over their sales practices, analysts say.
AMD added nearly $100 billion in market value Monday on an Oppenheimer upgrade and a Google Cloud win, two sessions after Lisa Su called the market short-sighted during a 17% crash. For a retiree holding 1,000 shares bought at $55.94 in…
Investing.com -- The tape suggests investors are already treating Advanced Micro Devices (AMD) as a relative winner. It trades at $513.73 (+14.41%) as of Nov 9, 3:38 PM EST. NVIDIA (NVDA) is at $177.20 (-5.06%) at the same time. That’s…
The 8tx targets confidential computing with AMD, while the 8i Max handles long-context AI work
AMD's blowout quarter calmed Wall Street's AI jitters and sent shares soaring, but one valuation gap with NVIDIA and a pile of rising inventory could decide whether the rally has any room left to run.
Here are Monday's biggest calls on Wall Street.
The investment firm upgraded the chipmaker to outperform from perform.
AMD and Intel stocks have both seen major pullbacks in the past month.
The chipmaker's 2027 outlook didn't change on Thursday, yet its stock dropped 17%. How should a buyer get in?
We just published a list of the 10 Best 52-Week Low NASDAQ Stocks to Buy According to Billionaires and Fermi (NASDAQ:FRMI) ranked 6th on this list. Scan the Nasdaq stocks hitting 52-week lows this week and a pattern jumps out: many of…
Analysts warn of further volatility ahead, although there are several new factors that work in the AI trade’s favor.
AI Stocks Bounce Back Hard. These Five Chipmakers Are Leading The Charge
Chip stocks cratered while AMD's CEO stayed calm and told investors to think in years, not days. Her guidance looks bold, but a few risks, from regulation to a swelling inventory pile, could still prove the market right.
After a brutal sell-off wiped out billions in chip stocks, buyers are rushing back in. But the political fear that triggered the rout is still unsettled, and AMD's bounce may face its toughest test yet.
AMD stock is getting hammered in a chip sell-off after Democrats' midterm wins, even though the company just reported a record quarter.
AMD shares have swung more than 23% in a single month while sitting on a 127% year-to-date gain, leaving a one-time $1,000 bet pointing in two very different directions depending on which force wins out.
Investing.com -- The better tactical bounce candidate is NVIDIA Corporation (NVDA), not because its trend is healthy, but because Advanced Micro Devices Inc (AMD) is showing heavier damage and volatility.
AMD just posted the biggest, most profitable quarter in its history, yet its stock is getting punished harder than any rival. Election results have traders asking whether Washington can slow the AI buildout behind the chipmaker's bold…
The fund sold $356.9 million of stock on Tuesday, trimming 29 positions and adding none.
The chipmaker now expects its revenue to rise over 80% next year. What's a fair price to pay for that?
AMD's latest quarterly results indicate that the stock is primed for a big jump by 2030.
Key TakeawaysAMD beat third-quarter estimates as data center revenue climbed 97% to $8. 5 billion, and it guided to about $17 billion of fourth-quarter revenue.
The noncash expense reflects changes in the value of customer-linked stock warrants as AMD expands its AI chip business.
SpaceX and Tesla fall as Democrats win control of Congress.
We just published the list of the 10 Best Tech Stocks for the Next 5 Years and Advanced Micro Devices (AMD) ranked 9th on this list. Big Tech just had a week investors will remember. At its low on Friday, Alphabet had lost $477 billion…
AMD just reported a quarter that sent shockwaves through premarket trading, but whether one blowout earnings report can rebuild confidence across the entire AI trade is a question the rest of the day still has to answer.
Advanced Micro Devices (AMD) outpaced Wall Street estimates for the chipmaker's third quarter earnings, carried by the company's AI data center revenue nearly doubling to $8.55 billion Defiance ETFs CIO Sylvia Jablonski helps The 8:30…
Here are Wednesday's biggest calls on Wall Street.
A record quarter came with a twist for AMD: Its profits now move against its own stock price.
Evercore stepped in the day after a headline pop and built its case around a single OpenAI deal, and the stock rewarded that conviction in a very specific way. But with AMD now trading at a stretched multiple and a brutal Friday selloff…