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AMD Fell Today -- Is the Stock a Buy Right Now?
Yahoo Finance· 2025-09-18 21:54
Key Points AMD stock fell following news that Nvidia is taking a $5 billion stake in Intel. Some investors were concerned that a partnership will emerge that threatens AMD. Nvidia's investment likely has more to do with Intel's chip foundry business than its chip design business. 10 stocks we like better than Advanced Micro Devices › Advanced Micro Devices (NASDAQ: AMD) stock lost ground in Thursday's trading following some big news in the artificial intelligence (AI) space. The company's share pr ...
AMD's Underdog Moment: Nvidia-Intel Alliance Raises The AI Stakes
Benzinga· 2025-09-18 21:17
Nvidia Corp NVDA just handed Advanced Micro Devices Inc AMD a fresh headache. The chip giant is teaming up with Intel Corp INTC in a sweeping $5 billion collaboration to co-develop custom CPUs, GPUs, and AI infrastructure, leaving AMD on the outside looking in at a new two-horse race in both data centers and PCs.Track AMD stock here.Why This Matters For AMDFor years, AMD has positioned itself as the alternative to Nvidia in AI GPUs and Intel in CPUs, carving out share with its EPYC server processors and Rad ...
Is AMD in trouble as Nvidia and Intel pair up? Not so fast, analysts say.
MarketWatch· 2025-09-18 20:38
Analysts note that even with Nvidia's help, Intel has its challenges. And they see AMD as poised to benefit from an evolving AI landscape. ...
2 More Chip Stocks Making Major Intraday Moves
Schaeffers Investment Research· 2025-09-18 18:58
Earlier today, Nvidia (NVDA) made headlines by announcing a partnership with Intel (INTC) to co-develop PC and data center chips. The move sent Intel stock toward its best day on record, while Nvidia snapped a three-session losing streak. Meanwhile, sector peers Advanced Micro Devices Inc (NASDAQ:AMD) and Micron Technology Inc (NASDAQ:MU), are charting diverging paths in response.AMD is digging itself further into a pit today, last seen down 1.4% to trade at $156.98. The equity is currently on a three-day l ...
Nvidia, Intel Deal Creates Risk for AMD, Arm: Mizuho's Klein
Youtube· 2025-09-18 18:49
Your note. Always a must read every morning. And for me, the takeaway was clear Who are the winners, but also who are the losers.And I'll go to the losers now, because you say this is bad and this is putting pressure on arm. How so. Well, thanks for having me.Yeah, Immediately it's going to add competitive pressure, I guess. With AMD facing Intel now with in video and the technology they bring for the PC desktop market. So that's one area.But basically a lot of investors don't care so much about what happen ...
Is AMD stock overreacting to the Nvidia-Intel partnership today?
Invezz· 2025-09-18 16:32
Investors are cheering Intel Corp (NASDAQ: INTC) this morning after the AI chips giant – Nvidia Corp (NASDAQ: NVDA) announced a $5 billion investment in the embattled semiconductor firm. ...
美股异动 | AMD(AMD.US)跌逾2% 英伟达与英特尔合作或对AMD构成竞争挑战
智通财经网· 2025-09-18 15:32
智通财经APP获悉,周四,AMD(AMD.US)盘初一度跌近6%,截至发稿,跌逾2%,报155.09美元。消 息面上,英伟达宣布将以50亿美元入股英特尔,并联手开发PC与数据中心芯片。分析称,英伟达未来 有可能将部分业务转交给英特尔,这将对AMD构成重大竞争挑战。 ...
AMD(AMD.US)跌逾2% 英伟达与英特尔合作或对AMD构成竞争挑战
智通财经· 2025-09-18 15:31
周四,AMD(AMD.US)盘初一度跌近6%,截至发稿,跌逾2%,报155.09美元。消息面上,英伟达宣布 将以50亿美元入股英特尔,并联手开发PC与数据中心芯片。分析指,英伟达未来有可能将部分业务转 交给英特尔,这将对AMD构成重大竞争挑战。 ...
Why AMD Stock Tumbled Today
Yahoo Finance· 2025-09-18 15:30
Key Points Intel and Nvidia are tying up -- and that's bad news for AMD. AMD stock costs a pricey 95x earnings, and faces tougher competition in the artificial intelligence (AI) space going forward. 10 stocks we like better than Advanced Micro Devices › Intel (NASDAQ: INTC) stock soared more than 25% in early trading Thursday, and Nvidia (NASDAQ: NVDA) stock is at least up a couple of percentages, but what about the third giant of the semiconductor manufacturing world, Advanced Micro Devices (NASDAQ ...
Markets Panicked After the Fed Rate Cut. Smart Investors Shouldn't.
Investor Place· 2025-09-18 15:10
美联储利率决议 - 美联储降息25个基点并预计2024年底前再降息两次[1] - 修正2026年GDP预期至更高水平 同时上调通胀预期并保持失业率稳定[1] - 美联储拒绝预先承诺降息路径 强调数据依赖的决策方式[2][4] 市场反应与投资机会 - 市场出现"买传言卖事实"式抛售 但历史数据显示降息周期启动后12个月内标普500平均上涨14.1%[3][13] - 非衰退期降息往往带来20%以上回报 且股市接近历史高点时降息通常引领上涨[13] - 当前抛售属于情绪化反应 为 disciplined investors 提供买入机会[3][12] AI行业发展动态 - 英伟达支付60亿美元给CoreWeave锁定AI计算资源[7] - 微软在挪威投资60亿美元建设AI基础设施[7] - 美国众议院开始部署Microsoft Copilot 标志政府机构加速AI应用[7] - Waymo与Lyft合作在纳什维尔推出自动驾驶服务[7] - 甲骨文和AMD与Absci合作开发AI驱动的药物发现[8] 利率环境对AI行业影响 - 降息周期意味着更便宜资本 更高估值和更强增长动力[6] - AI处于增长中心 流动性改善时资金首先回流AI领域[6] - AI正从一次性资本支出转变为重塑数字经济的结构性趋势[8] 宏观经济展望 - 美联储预测2025年GDP增长1.6% 2026年升至1.8%[13] - 失业率预计稳定在4.5%左右 之后略有下降[13] - 个人消费支出(PCE)通胀维持在3%附近但未加速[13] 机器人领域前景 - 人形机器人可能形成30万亿美元市场 规模超过电商和云计算总和[15] - 机器人将应用于工厂 农场 家庭 医院和仓库的实体任务[16] - 自动化进程快于预期 带来规模化盈利机会[16]