Advanced Micro Devices (AMD) – AI Growth Slowdown Sparks Downgrade

Insider Monkey02-07 16:45

We recently published a list of 10 Must-Watch AI Stocks Dominating Headlines. In this article, we are going to take a look at where Advanced Micro Devices, Inc. (NASDAQ:AMD) stands against other must-...

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In this article, we are going to take a look at where Advanced Micro Devices, Inc. (NASDAQ:AMD) stands against other must-...</p>\n\n<a href=\"https://finance.yahoo.com/news/advanced-micro-devices-amd-ai-084536014.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"GFS","symbol_name":"GLOBALFOUNDRIES Inc.","start_time":0,"source_url":"https://finance.yahoo.com/news/advanced-micro-devices-amd-ai-084536014.html","article_id":"2509944297","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2509944297","pubTimestamp":1738917936,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"We recently published a list of 10 Must-Watch AI Stocks Dominating Headlines. In this article, we are going to take a look at where Advanced Micro Devices, Inc.  stands against other must-watch AI stocks dominating headlines.The artificial intelligence story continues to grow more compelling with each passing day. In the latest news, a top executive at Russia’s biggest bank toldReutersthat Sberbank is planning to collaborate with Chinese researchers on joint AI projects. The emergence of DeepSeek has already sparked a rout in the artificial intelligence world owing to its acclaimed cheap and efficient AI models. Ever since its emergence, the race towards AI supremacy has taken on a new turn.Russia and China have reportedly been sharing a “no limits” strategic partnership. They have talked about cooperation in AI but nothing ever came to public knowledge before this. Sberbank, a Russian banking and financial services company headed by CEO German Gref, has since transformed itself from a","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":["rate"],"viewcount":null,"language":"en","relate_stocks":{"GFS":"GLOBALFOUNDRIES Inc.","AMD":"美国超微公司"},"translate_title":"Advanced Micro Devices(AMD)-人工智能增长放缓引发评级下调","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMD":1,"GFS":1},"content_text":"We recently published a list of 10 Must-Watch AI Stocks Dominating Headlines. In this article, we are going to take a look at where Advanced Micro Devices, Inc. (NASDAQ:AMD) stands against other must-watch AI stocks dominating headlines.\nThe artificial intelligence story continues to grow more compelling with each passing day. In the latest news, a top executive at Russia’s biggest bank told Reuters that Sberbank is planning to collaborate with Chinese researchers on joint AI projects. The emergence of DeepSeek has already sparked a rout in the artificial intelligence world owing to its acclaimed cheap and efficient AI models. Ever since its emergence, the race towards AI supremacy has taken on a new turn.\nREAD ALSO: Top 10 AI Stocks Trending On Wall Street and 12 High Flying AI Stocks This Week\nRussia and China have reportedly been sharing a “no limits” strategic partnership. They have talked about cooperation in AI but nothing ever came to public knowledge before this. Sberbank, a Russian banking and financial services company headed by CEO German Gref, has since transformed itself from a former state savings bank into one of the country’s leading players in artificial intelligence. The company released its GigaChat model in 2023.\n\n“Sberbank has many scientists. Through them, we plan to conduct joint research projects with researchers from China”.\n-Sberbank First Deputy CEO Alexander Vedyakhin told Reuters.\n\nVedyakhin did not specify who the bank plans to collaborate with, in China. Regardless, a potential partnership between Russia and China over the development of AI is in the works and will be seen as a major threat to the West. This is particularly for the US which is doing everything in its power to acclaim AI supremacy. Putin has directed Sberbank to build cooperation with China and other BRICS nations in AI to encounter U.S. dominance. Similar to China, the country is currently struggling to develop domestic computing capacity as a result of sanctions restricting imports of innovations from the West.\nDiscussing DeepSeek, Vedyakhin has noted that since the launch of its models, Sberbank has compared them to GigaChat MAX, its most advanced model. The comparison has led them to the conclusion that the Chinese rival was superior in scientific tasks, while GigaChat was on par or better in banking.\n\n“DeepSeek has proven that even with reduced capabilities, it is possible to achieve quality on par with American models. This raises questions about the necessity of extreme investments when there are engineering innovations”.\n-Vedyakhin.\n\nFor this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds.\nWhy are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).\n A close up of a complex looking PCB board with several intergrated semiconductor parts. \nAdvanced Micro Devices, Inc. (NASDAQ:AMD)\nNumber of Hedge Fund Holders: 107\nAdvanced Micro Devices, Inc. (NASDAQ:AMD) develops semiconductors, providing processors and graphics technologies for gaming, data centers, and AI-driven high-performance computing. On February 5th, Citi analyst Christopher Danely downgraded the stock to “Neutral” from Buy with a price target of $110, down from $175. The analyst told investors in a research note that the company reported “decent” results propelled by higher central processing unit sales. The company didn’t provide an AI revenue guidance, and it seems that its AI revenue is flat to down for the first half of 2025 with margin dilution. The firm also said that there could be an inventory build in CPUs due to the growth of Advanced Micro Devices (NASDAQ:AMD) and Intel (NASDAQ:INTC) CPUs in Q4. Due to this reason, it has lowered its estimates and downgraded the stock.\n\n“We downgrade AMD from Buy to Neutral given slowing AI growth (lower multiple), poor leverage, and risk of an inventory correction”.\n\nOverall, AMD ranks 6th on our list of must-watch AI stocks dominating headlines. While we acknowledge the potential of AMD as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than AMD but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.\nREAD NEXT: 20 Best AI Stocks To Buy Now and Complete List of 59 AI Companies Under $2 Billion in Market Cap\nDisclosure: None. This article is originally published at Insider Monkey.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"rating","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.30.2","shortVersion":"4.30.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2509944297"}