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AMD's stock has gotten very expensive.
Nebius Stock Jumps After Wall Street Bank Upgrades AI Infrastructure Play
Agent workloads could multiply CPU demand, but revenue still depends on architecture share and chip mix.
Crossing the milestone rewards AMD's broader stack while increasing the expectations attached to every AI deployment.
NVIDIA (NVDA) stock trades near $225, about 28.3 times its adjusted earnings over the past twelve months. Adjusted here means normalized net income with stock-based compensation added back, the same broad basis analysts use in their forecasts. For a stock near its 52-week high, that looks steep. But the multiple leaves out the growth analysts already expect, and that growth depends on how much NVIDIA can supply.
AMD stock broke out past its latest buy point this past week. Shares are at the top of their buying range.
Bank of America just cut UPS to sell, and the catalyst has nothing to do with shipping demand or Amazon competition. The real threat is a regulatory change that turns UPS's fastest, highest-volume lanes into a compliance liability that surcharges alone may not fix.
D A Davidson’s Gil Luria joins Kristen Scholer on NYSE Live to discuss What Trump Xi Summit Means for AI
AMD shares have been on fire this year.
Micron Technology (MU) stock has returned 552% over the past twelve months. At near $1,070 a share, has the price run ahead of the business? On the last twelve months of adjusted earnings, meaning normalized net income with stock-based compensation added back, Micron trades at about 23.5 times. That number looks backward, and memory prices have moved too fast for it to show what Micron earns today.
NVDA's $279B supply commitments aim to support Blackwell and Vera Rubin production, but demand shifts and excess inventory remain key risks.
After one of the most jaw-dropping runs among large-cap tech names this year, Intel shares are pulling back hard this morning alongside AMD and the broader chip sector, raising a question every holder needs to answer right now.
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here. The Tributary Multi Cap Core’s equity allocation underperformed in Q2, returning +12.5% against +15.3% for the S&P 1500 and +15.4% for the Russell 3000. Information Technology was the main driver of […]
A recent JPMorgan report helped quantify just how much. Wednesday evening, JPMorgan analyst Arun Jain published his list of “most hyped stocks on social media.” SpaceX checked in at number four, behind Lithium Americas Boyd Gaming and Advanced Micro Devices Insight Digital Partners II Rocket Lab Meta Platforms Kodiak AI, Atlas Energy Solutions and Micron Technology rounded out the top 10.
AMD has gained more than 180% this year and recently crossed a $1 trillion market cap.
AMD just crossed a threshold only one other chip company has ever reached, but the rally into that milestone raises a harder question about what the stock is actually worth from here.
Advanced Micro Devices, Inc. (NASDAQ:AMD) concluded the September 21 session valued more than $1 trillion for the first time, after its shares increased nearly 10% in a single day to close at $615.52. That type of headline is simple to write and read, but it is nearly useless for an investor deciding what to do […]
Intel has outperformed AMD over the past year, but the future could be different.
Former Fidelity fund manager George Noble says the artificial intelligence boom looks like "dot-com and subprime all merged in one," warning that massive spending on AI may fail to generate adequate returns. "Show me the ROI," Noble told "Big Short"...
The chip giant has split its stock six times -- but not once in 26 years, and not once under the CEO who took the shares from about $3 to more than $600.
The latest $1 trillion chipmaker now costs about 40 times its expected 2027 earnings. Its bigger, faster-growing competitor costs about 15 times its own.
Advanced Micro Devices (NASDAQ:AMD) has been one of the year’s most striking stock stories, with a run that has left the semiconductor sector and the broader large-cap technology sector well behind. The VanEck Semiconductor ETF (NASDAQ:SMH) is up 67% year to date (YTD). The Invesco QQQ Trust (NASDAQ:QQQ) is up 21% over the same stretch. […]
Marvell Technology (MRVL) stock has returned 248% since September 22, 2025, against about 18% for the S&P 500 over the same window. The products that drove that run were named in public months before the share price moved. None came with a date.
Bullishness abounds about the company as it achieves a major milestone.
Advanced Micro Devices crossed a $1 trillion market value for the first time on September 21 after the shares jumped roughly 10%, a milestone that forces investors to ask what kind of AI business is already embedded in the price. One answer is sitting inside Oracle Corporation (NYSE:ORCL): Oracle and Advanced Micro Devices, Inc. (NASDAQ:AMD) […]
The valuation milestone raises the return required from AMD's transition toward complete computing systems.
