AMD company headlines, earnings, strategy, leadership, and market-moving business updates.
Market data may be delayed. For informational purposes only. Not investment advice.
Advanced Micro Devices is featured in a “Top 10 dividend stocks to buy according to Reddit” list, even as a June 17 note from Bernstein reportedly raised its price recommendation for the chip designer.
THE APEX TIMES
THE APEX TIMES
A new Street-style outlook from 24/7 Wall St. points to a 12-month price target well above current levels, even after AMD absorbed a sharp selloff in the middle of June.
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A recent market comparison frames AMD’s push across AI compute as a contrast to Marvell’s focus on networking, arguing the edge in AI hardware may depend on which layer of the stack investors prioritize.
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A new comparison frames AMD as a more direct beneficiary of AI-focused processors, while Arm is cast as a platform licensing story that depends on partners to translate designs into shipping products.
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A new market column argues AMD’s purchase of MEXT could meaningfully shift the chipmaker’s outlook. Investors will likely focus on what AMD plans to integrate and how quickly revenue impact could show up, because the public discussion so far is thin on disclosed operating details.
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Shares of Rackspace Technology rose sharply on news of a long-term plan to add AMD AI compute across its data centers, paired with a workforce realignment aimed at funding the expansion.
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Investors pushed Rackspace Technology (RXT) higher for a third straight session after a report tied the momentum to an AMD compute-related deal, driving the stock to its strongest level in years.
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The bank lifted its AMD price target to $575, arguing the market is underestimating demand for AI infrastructure tied to Meta and a fast-expanding category of “agentic” AI workloads running on data-center processors.
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Analysts cited the potential for the AMD-backed relationship to help Rackspace compete for workloads in healthcare, financial services, energy and government, fueling renewed investor interest.
