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$AMD

ADVANCED MICRO DEVICES INC

Price · $AMDvia TradingView
AI sentiment · 7d47 articles
MAY 22net (bullish − bearish)MAY 28
Bullish
27
Neutral
18
Bearish
2
Insider · 30dFeed →

No SEC Form 4 filings for $AMD in the last 30 days.

Top stories · $AMDMore →
MAY 28·cnbc.comMed

Red-hot Arm Holdings soars to another all-time high. What's fueling the move this time?

Arm Holdings shares jumped more than 13.5% Thursday to a new all-time high, extending a one-month gain of over 73% and a year-to-date gain of more than 200%, according to the article. Mizuho raised its Arm price target to $360 from $290, citing CPU efforts and royalty/licensing tailwinds. The piece also links Arm’s strength to demand signals around Amazon’s Graviton and Nvidia’s upcoming Computex comments.

MAY 28·fool.com

My Top 4 Stocks That Benefit Most from the $725 Billion AI Infrastructure Supercycle

The Financial Times reports that U.S. hyperscalers Google, Microsoft, Meta Platforms, and Amazon plan $725 billion in capex this year, up 77% from last year, as AI data-center demand outpaces supply. The article cites Gartner’s estimate of $687 billion in non-memory semiconductor revenue this year and highlights Nvidia’s fiscal Q1 revenue of $81.6B (+85% y/y), AMD’s expected 46% Q/Q revenue growth, Broadcom’s projected $100B+ AI revenue in 2027, and TSMC’s 72% foundry share.

MAY 28·933thedrive.com

Energy use forcing rethink of AI chip design, TSMC says

TSMC’s senior VP Kevin Zhang said rising electricity demand from AI is shifting chip design priorities toward energy efficiency over raw computing power, as customers face power cost and availability constraints. He said TSMC expects up to 30% lower power from N2 to A14 (around 2028) with 20%+ higher performance, via advanced packaging, stacking and photonics.

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