AMD looks far more expensive than Nvidia.

AMD stock target raised to $665 by Barclays on agentic AI CPU demand. Here is the full thesis and what it means.

要达到万亿美元市值，AMD市值还需约增长24%，其架构实力具备，但实现万亿美元市值回报大多集中在后期。需求强劲，但供应和产能分配风险改变风险与回报格局，AMD建设替代封装产能，但未来12 - 18个月无法解决供应瓶颈。

AMD's earnings report lands as investors rush into the stock on optimism that the AI boom is just getting started.

CEO, Jensen Huang, suggest that demand for AMD's products could be accelerating. Here's what investors should know. AMD logo.

Advanced Micro Devices Inc (NASDAQ:AMD) is one of Renaissance Technologies’ top semiconductor stock picks. In the past month, ...

AMD rose after an analyst upgrade pointed to stronger expectations for data center GPU demand, with upcoming earnings set to ...

At $516.10, Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) is a hold. The stock sits roughly 10% below its ...

Yesterday, the AMD stock added over 18% following its Q1 2026 earnings release, and while I agree that the stock looks massively overvalued now based on most conventional ratios, I think the rally has ...

IT之家 6 月 3 日消息，AMD 企业副总裁、客户端渠道业务总经理 David McAfee 在 COMPUTEX 上接受了外媒 Tom's Hardware 的采访，他表示新推出的锐龙 7 5800X3D ...

AMD AI开发者日有史以来第一次在美国之外召开。 今日，AMD在中国上海举办2026 AMD AI 开发者日活动，现场人山人海，氛围之热烈在科技界实属少见。AMD董事会主席及首席执行官苏姿丰博士现身，掌声雷动。苏姿丰重申AMD对中国市场的长期承诺，强调将与中国开发者、合作伙伴携手，共推AI技术普及与产业升级。 苏姿丰开场直入本次主题：本场活动专为各位开发者、技术工程师与行业合作伙伴量身打造。当前 ...

对于英特尔来说，最近的好消息确实不多。不少海外媒体都在报道AMD的CPU零售量超过英特尔，特别是英特尔的传统优势领域——高端游戏CPU市场，几乎已经成了AMD的天下，只能说X3D系列的游戏体验确实是目前独一档的，你几乎找不到其他代替品。 最近，英特尔 ...