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04-29
Xu Hu SH
Intel Surged to New Record High, Rocketing Over 100% In April
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AMD Is Seen as a CPU Stock — but It’s Gaining Ground Here, Too
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your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/574818126733840","repostId":"2643291001","repostType":2,"repost":{"id":"2643291001","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1781322600,"share":"https://ttm.financial/m/news/2643291001?lang=en_US&edition=fundamental","pubTime":"2026-06-13 11:50","market":"us","language":"en","title":"AMD Is Seen as a CPU Stock — but It’s Gaining Ground Here, Too","url":"https://stock-news.laohu8.com/highlight/detail?id=2643291001","media":"Dow Jones","summary":"Wall Street is underestimating how much Meta will spend on AMD’s AI chips, a Citi analyst says.","content":"<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> is currently getting a boost from the surge in demand for central processing units, but one analyst thinks Wall Street is underestimating another major opportunity for the company.</p><p style=\"text-align: start;\">The chip maker is “emerging as a legit second source” for graphics processing units and looks “poised to win lion’s share” of business from <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, according to Citi analyst Atif Malik. The tech giant announced a plan in February todeploy up to six gigawatts’ worth of AMD’s Instinct GPUsas part of a multiyear partnership that is expected to start later this year.</p><p>“Most investors currently view AMD as a CPU stock,” Malik said in a Friday note, adding his view that the stock is only pricing in about a 60% chance that AMD will reach more than $50 billion in GPU revenue by 2028.</p><p>Malik raised his price target for AMD’s stock to $575 from $460 to reflect the further upside he sees from its GPU business, and he moved from a neutral to a buy rating on the stock. The chip maker’s stock was up more than 4% on Friday morning to about $510 per share.</p><p style=\"text-align: start;\">“We believe Meta will be a significantly larger customer of AMD’s AI products, especially GPUs, than [Wall Street] is expecting,” Malik said.</p><p style=\"text-align: start;\">For one, the companies are developing a custom MI1450 GPU, which Malik said will likely offer a lower total cost of ownership for Meta. He estimates that AMD will see $15 billion for each gigawatt deployed from the companies’ six-gigawatt deal.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> currently dominates the market for GPUs, which are crucial for training artificial-intelligence models. However, both companies also face rising competition from custom chips, including <a href=\"https://laohu8.com/S/GOOGL\">Google</a>’s tensor processing units that are co-developed with <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>.</p><p style=\"text-align: start;\">Malik expects AMD’s AI revenue to reach $33 billion in 2027, which would represent growth of 137%, and $50.8 billion in 2028, which would be a 54% year-over-year jump.</p><p style=\"text-align: start;\">Meanwhile, Malik said he’s optimistic for “AMD to be the key beneficiary of the CPU renaissance,” as its chips lead in performance and features. He lifted his expectations for the total addressable market for CPUs to reach $137 billion in 2030 from his previous expectation for $132 billion.</p><p style=\"text-align: start;\">The rise of agentic AI and the shift to inference, or the process of running AI models, has driven strong demand for server CPUs — a market dominated by AMD and <a href=\"https://laohu8.com/S/INTC\">Intel</a>.</p><p style=\"text-align: start;\">In Malik’s view, AMD’s Venice CPUs will outperform Intel’s Diamond Rapids CPUs, although he still sees success for Intel’s offerings. The resurgence of interest in CPUs has been a boon for the struggling chip pioneer.</p><p>And while Nvidia has launched its own server CPU to compete in a previously unaddressed market for the company, Malik expects it to prioritize shipments for GPUs over those for CPUs given its lead in the market for the former.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Is Seen as a CPU Stock — but It’s Gaining Ground Here, Too</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD Is Seen as a CPU Stock — but It’s Gaining Ground Here, Too\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-13 11:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> is currently getting a boost from the surge in demand for central processing units, but one analyst thinks Wall Street is underestimating another major opportunity for the company.</p><p style=\"text-align: start;\">The chip maker is “emerging as a legit second source” for graphics processing units and looks “poised to win lion’s share” of business from <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, according to Citi analyst Atif Malik. The tech giant announced a plan in February todeploy up to six gigawatts’ worth of AMD’s Instinct GPUsas part of a multiyear partnership that is expected to start later this year.</p><p>“Most investors currently view AMD as a CPU stock,” Malik said in a Friday note, adding his view that the stock is only pricing in about a 60% chance that AMD will reach more than $50 billion in GPU revenue by 2028.</p><p>Malik raised his price target for AMD’s stock to $575 from $460 to reflect the further upside he sees from its GPU business, and he moved from a neutral to a buy rating on the stock. The chip maker’s stock was up more than 4% on Friday morning to about $510 per share.</p><p style=\"text-align: start;\">“We believe Meta will be a significantly larger customer of AMD’s AI products, especially GPUs, than [Wall Street] is expecting,” Malik said.</p><p style=\"text-align: start;\">For one, the companies are developing a custom MI1450 GPU, which Malik said will likely offer a lower total cost of ownership for Meta. He estimates that AMD will see $15 billion for each gigawatt deployed from the companies’ six-gigawatt deal.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> currently dominates the market for GPUs, which are crucial for training artificial-intelligence models. However, both companies also face rising competition from custom chips, including <a href=\"https://laohu8.com/S/GOOGL\">Google</a>’s tensor processing units that are co-developed with <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>.</p><p style=\"text-align: start;\">Malik expects AMD’s AI revenue to reach $33 billion in 2027, which would represent growth of 137%, and $50.8 billion in 2028, which would be a 54% year-over-year jump.</p><p style=\"text-align: start;\">Meanwhile, Malik said he’s optimistic for “AMD to be the key beneficiary of the CPU renaissance,” as its chips lead in performance and features. He lifted his expectations for the total addressable market for CPUs to reach $137 billion in 2030 from his previous expectation for $132 billion.</p><p style=\"text-align: start;\">The rise of agentic AI and the shift to inference, or the process of running AI models, has driven strong demand for server CPUs — a market dominated by AMD and <a href=\"https://laohu8.com/S/INTC\">Intel</a>.</p><p style=\"text-align: start;\">In Malik’s view, AMD’s Venice CPUs will outperform Intel’s Diamond Rapids CPUs, although he still sees success for Intel’s offerings. The resurgence of interest in CPUs has been a boon for the struggling chip pioneer.</p><p>And while Nvidia has launched its own server CPU to compete in a previously unaddressed market for the company, Malik expects it to prioritize shipments for GPUs over those for CPUs given its lead in the market for the former.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2643291001","content_text":"Advanced Micro Devices is currently getting a boost from the surge in demand for central processing units, but one analyst thinks Wall Street is underestimating another major opportunity for the company.The chip maker is “emerging as a legit second source” for graphics processing units and looks “poised to win lion’s share” of business from Meta Platforms, according to Citi analyst Atif Malik. The tech giant announced a plan in February todeploy up to six gigawatts’ worth of AMD’s Instinct GPUsas part of a multiyear partnership that is expected to start later this year.“Most investors currently view AMD as a CPU stock,” Malik said in a Friday note, adding his view that the stock is only pricing in about a 60% chance that AMD will reach more than $50 billion in GPU revenue by 2028.Malik raised his price target for AMD’s stock to $575 from $460 to reflect the further upside he sees from its GPU business, and he moved from a neutral to a buy rating on the stock. The chip maker’s stock was up more than 4% on Friday morning to about $510 per share.“We believe Meta will be a significantly larger customer of AMD’s AI products, especially GPUs, than [Wall Street] is expecting,” Malik said.For one, the companies are developing a custom MI1450 GPU, which Malik said will likely offer a lower total cost of ownership for Meta. He estimates that AMD will see $15 billion for each gigawatt deployed from the companies’ six-gigawatt deal.Nvidia currently dominates the market for GPUs, which are crucial for training artificial-intelligence models. However, both companies also face rising competition from custom chips, including Google’s tensor processing units that are co-developed with Broadcom.Malik expects AMD’s AI revenue to reach $33 billion in 2027, which would represent growth of 137%, and $50.8 billion in 2028, which would be a 54% year-over-year jump.Meanwhile, Malik said he’s optimistic for “AMD to be the key beneficiary of the CPU renaissance,” as its chips lead in performance and features. He lifted his expectations for the total addressable market for CPUs to reach $137 billion in 2030 from his previous expectation for $132 billion.The rise of agentic AI and the shift to inference, or the process of running AI models, has driven strong demand for server CPUs — a market dominated by AMD and Intel.In Malik’s view, AMD’s Venice CPUs will outperform Intel’s Diamond Rapids CPUs, although he still sees success for Intel’s offerings. The resurgence of interest in CPUs has been a boon for the struggling chip pioneer.And while Nvidia has launched its own server CPU to compete in a previously unaddressed market for the company, Malik expects it to prioritize shipments for GPUs over those for CPUs given its lead in the market for the former.","news_type":1,"symbols_score_info":{"DAMD":0.6,"AMDW":0.6,"AMDU":0.6,"AMDS":0.6,"AMDD":0.6,"AMDG":0.6,"AMYY":0.6,"AMDL":0.6,"AMUU":0.6,"AMDY":0.6,"AMD":1.98}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":558873193595936,"gmtCreate":1777475365138,"gmtModify":1777475602329,"author":{"id":"4169475627167862","authorId":"4169475627167862","name":"VMK","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4169475627167862","idStr":"4169475627167862"},"themes":[],"title":"","htmlText":"Xu Hu SH ","listText":"Xu Hu SH ","text":"Xu Hu SH","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/558873193595936","repostId":"2631550687","repostType":2,"repost":{"id":"2631550687","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1777472897,"share":"https://ttm.financial/m/news/2631550687?lang=en_US&edition=fundamental","pubTime":"2026-04-29 22:28","market":"nz","language":"en","title":"Intel Surged to New Record High, Rocketing Over 100% In April","url":"https://stock-news.laohu8.com/highlight/detail?id=2631550687","media":"Dow Jones","summary":"If you lack investment discipline and don't have a plan to handle your winners and losers, you are likely fated to lose more than you should -- and to earn less than you could.Intel is up about 92% in April. A gain of that size is rare, and a gain of that size in a month is even rarer. The iShares Semiconductor exchange-traded fund, by contrast, is up about 33% over the same period.Still, Intel's advance has been so strong in such a short time that market realities could assert themselves even if the stock thesis is valid. OpenAI, for instance, has created pressure across the AI ecosystem on news the private company is growing more slowly than anticipated. When bullish momentum ebbs, stocks can plunge quickly.Because Intel's stock has been so red hot, its calls are priced with a greed premium. Anyone who buys them pays a pretty price. We want to flip that around and sell the call, essentially acting like a dealer who is satisfying demand from aggressive, unmoored investors who think In","content":"<html><head></head><body><p>Intel jumped 7% to $90, hitting new record high in morning trading, rocketing over 100% in April. A gain of that size is rare, and a gain of that size in a month is even rarer. The <a href=\"https://laohu8.com/S/SOXX\">iShares Semiconductor ETF</a> , by contrast, is up about 35% over the same period.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/85320d136c89d862fcc7017ee19e46d9\" tg-width=\"716\" tg-height=\"825\"/></p><p>The challenge is how to handle such extraordinary returns without losing control of the stock when the investment thesis remains valid.</p><p>In the era of artificial intelligence, chip stocks are critical to powering supercharged intelligence. Only a few companies, Intel among them, can make the most advanced AI chips.</p><p>Still, Intel's advance has been so strong in such a short time that market realities could assert themselves even if the stock thesis is valid. OpenAI, for instance, has created pressure across the AI ecosystem on news the private company is growing more slowly than anticipated. When bullish momentum ebbs, stocks can plunge quickly.</p><p>Intel's May call options are priced with an implied volatility of about 73%, which suggests a daily move of about 4.56%, up or down. The SPDR S&P 500 ETF's May implied volatility, at 16%, is far more muted.</p><p>Intel's stock chart is strong. Its five-day simple moving average is $76.28, the 20-day is $63.68, and the 50-day is $52.50. Yet one measure of momentum -- Intel's relative strength indicator -- is extremely stretched at 206.8, a level that suggests buyers could soon run out of steam.</p><p>The standard options recommendation for these situations -- the stock-replacement strategy -- is to sell the stock and buy a call option, which will allow you to lock in profits and participate in any future gains through the call, which costs far less money than the equivalent number of shares. The logic is elemental, though the reality is more complex.</p><p>If this is appealing, investors could buy the January $90 call, which cost about $17.60 when the stock was at $84.52.</p><p>If the stock is at $110 at expiration, the call is worth $20. Should the stock decline between now and then, the money spent on the call would be lost, but that wouldn't be so bad because you sold the stock position at a high price.</p><p>The key drawback to the strategy is that selling the stock incurs a capital gain, and few investors like paying capital-gains taxes, even if it makes sense from a risk-management perspective.</p><p>Still, Intel's rapid advance is a risk factor, and something should be done to secure the gain. An alternative strategy to consider: Sell a call and buy a put option, a bearish risk reversal.</p><p>Because Intel's stock has been so red hot, its calls are priced with a greed premium. Anyone who buys them pays a pretty price. We want to flip that around and sell the call, essentially acting like a dealer who is satisfying demand from aggressive, unmoored investors who think Intel will keep rising.</p><p>The proceeds from selling the call can be used to offset the cost of buying a put.</p><p>The strategy is intended to commit investors to selling Intel at an even higher price, while also profiting from any potential decline. If the stock stalls and reverses course, the put will increase in value and the call's value would decline.</p><p>With Intel at $84.52, the May $90 call could be sold for about $3 and the May $79 put could be bought for about $3. If Intel is at $60 at expiration, the put is worth $19. The risk: Intel builds upon its extraordinary gains and keeps rising, which would obligate investors to sell the stock, or to manage the short call to avoid assignment.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel Surged to New Record High, Rocketing Over 100% In April</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel Surged to New Record High, Rocketing Over 100% In April\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-04-29 22:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Intel jumped 7% to $90, hitting new record high in morning trading, rocketing over 100% in April. A gain of that size is rare, and a gain of that size in a month is even rarer. The <a href=\"https://laohu8.com/S/SOXX\">iShares Semiconductor ETF</a> , by contrast, is up about 35% over the same period.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/85320d136c89d862fcc7017ee19e46d9\" tg-width=\"716\" tg-height=\"825\"/></p><p>The challenge is how to handle such extraordinary returns without losing control of the stock when the investment thesis remains valid.</p><p>In the era of artificial intelligence, chip stocks are critical to powering supercharged intelligence. Only a few companies, Intel among them, can make the most advanced AI chips.</p><p>Still, Intel's advance has been so strong in such a short time that market realities could assert themselves even if the stock thesis is valid. OpenAI, for instance, has created pressure across the AI ecosystem on news the private company is growing more slowly than anticipated. When bullish momentum ebbs, stocks can plunge quickly.</p><p>Intel's May call options are priced with an implied volatility of about 73%, which suggests a daily move of about 4.56%, up or down. The SPDR S&P 500 ETF's May implied volatility, at 16%, is far more muted.</p><p>Intel's stock chart is strong. Its five-day simple moving average is $76.28, the 20-day is $63.68, and the 50-day is $52.50. Yet one measure of momentum -- Intel's relative strength indicator -- is extremely stretched at 206.8, a level that suggests buyers could soon run out of steam.</p><p>The standard options recommendation for these situations -- the stock-replacement strategy -- is to sell the stock and buy a call option, which will allow you to lock in profits and participate in any future gains through the call, which costs far less money than the equivalent number of shares. The logic is elemental, though the reality is more complex.</p><p>If this is appealing, investors could buy the January $90 call, which cost about $17.60 when the stock was at $84.52.</p><p>If the stock is at $110 at expiration, the call is worth $20. Should the stock decline between now and then, the money spent on the call would be lost, but that wouldn't be so bad because you sold the stock position at a high price.</p><p>The key drawback to the strategy is that selling the stock incurs a capital gain, and few investors like paying capital-gains taxes, even if it makes sense from a risk-management perspective.</p><p>Still, Intel's rapid advance is a risk factor, and something should be done to secure the gain. An alternative strategy to consider: Sell a call and buy a put option, a bearish risk reversal.</p><p>Because Intel's stock has been so red hot, its calls are priced with a greed premium. Anyone who buys them pays a pretty price. We want to flip that around and sell the call, essentially acting like a dealer who is satisfying demand from aggressive, unmoored investors who think Intel will keep rising.</p><p>The proceeds from selling the call can be used to offset the cost of buying a put.</p><p>The strategy is intended to commit investors to selling Intel at an even higher price, while also profiting from any potential decline. If the stock stalls and reverses course, the put will increase in value and the call's value would decline.</p><p>With Intel at $84.52, the May $90 call could be sold for about $3 and the May $79 put could be bought for about $3. If Intel is at $60 at expiration, the put is worth $19. The risk: Intel builds upon its extraordinary gains and keeps rising, which would obligate investors to sell the stock, or to manage the short call to avoid assignment.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LINT":"Direxion Daily INTC Bull 2X ETF","INTC":"英特尔","INTW":"2倍做多INTC ETF-GraniteShares"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2631550687","content_text":"Intel jumped 7% to $90, hitting new record high in morning trading, rocketing over 100% in April. A gain of that size is rare, and a gain of that size in a month is even rarer. The iShares Semiconductor ETF , by contrast, is up about 35% over the same period.The challenge is how to handle such extraordinary returns without losing control of the stock when the investment thesis remains valid.In the era of artificial intelligence, chip stocks are critical to powering supercharged intelligence. Only a few companies, Intel among them, can make the most advanced AI chips.Still, Intel's advance has been so strong in such a short time that market realities could assert themselves even if the stock thesis is valid. OpenAI, for instance, has created pressure across the AI ecosystem on news the private company is growing more slowly than anticipated. When bullish momentum ebbs, stocks can plunge quickly.Intel's May call options are priced with an implied volatility of about 73%, which suggests a daily move of about 4.56%, up or down. The SPDR S&P 500 ETF's May implied volatility, at 16%, is far more muted.Intel's stock chart is strong. Its five-day simple moving average is $76.28, the 20-day is $63.68, and the 50-day is $52.50. Yet one measure of momentum -- Intel's relative strength indicator -- is extremely stretched at 206.8, a level that suggests buyers could soon run out of steam.The standard options recommendation for these situations -- the stock-replacement strategy -- is to sell the stock and buy a call option, which will allow you to lock in profits and participate in any future gains through the call, which costs far less money than the equivalent number of shares. The logic is elemental, though the reality is more complex.If this is appealing, investors could buy the January $90 call, which cost about $17.60 when the stock was at $84.52.If the stock is at $110 at expiration, the call is worth $20. Should the stock decline between now and then, the money spent on the call would be lost, but that wouldn't be so bad because you sold the stock position at a high price.The key drawback to the strategy is that selling the stock incurs a capital gain, and few investors like paying capital-gains taxes, even if it makes sense from a risk-management perspective.Still, Intel's rapid advance is a risk factor, and something should be done to secure the gain. An alternative strategy to consider: Sell a call and buy a put option, a bearish risk reversal.Because Intel's stock has been so red hot, its calls are priced with a greed premium. Anyone who buys them pays a pretty price. We want to flip that around and sell the call, essentially acting like a dealer who is satisfying demand from aggressive, unmoored investors who think Intel will keep rising.The proceeds from selling the call can be used to offset the cost of buying a put.The strategy is intended to commit investors to selling Intel at an even higher price, while also profiting from any potential decline. If the stock stalls and reverses course, the put will increase in value and the call's value would decline.With Intel at $84.52, the May $90 call could be sold for about $3 and the May $79 put could be bought for about $3. If Intel is at $60 at expiration, the put is worth $19. The risk: Intel builds upon its extraordinary gains and keeps rising, which would obligate investors to sell the stock, or to manage the short call to avoid assignment.","news_type":1,"symbols_score_info":{"INTW":0.6,"INTC":2,"LINT":0.6}},"isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":558873193595936,"gmtCreate":1777475365138,"gmtModify":1777475602329,"author":{"id":"4169475627167862","authorId":"4169475627167862","name":"VMK","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4169475627167862","idStr":"4169475627167862"},"themes":[],"title":"","htmlText":"Xu Hu SH ","listText":"Xu Hu SH ","text":"Xu Hu SH","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/558873193595936","repostId":"2631550687","repostType":2,"repost":{"id":"2631550687","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1777472897,"share":"https://ttm.financial/m/news/2631550687?lang=en_US&edition=fundamental","pubTime":"2026-04-29 22:28","market":"nz","language":"en","title":"Intel Surged to New Record High, Rocketing Over 100% In April","url":"https://stock-news.laohu8.com/highlight/detail?id=2631550687","media":"Dow Jones","summary":"If you lack investment discipline and don't have a plan to handle your winners and losers, you are likely fated to lose more than you should -- and to earn less than you could.Intel is up about 92% in April. A gain of that size is rare, and a gain of that size in a month is even rarer. The iShares Semiconductor exchange-traded fund, by contrast, is up about 33% over the same period.Still, Intel's advance has been so strong in such a short time that market realities could assert themselves even if the stock thesis is valid. OpenAI, for instance, has created pressure across the AI ecosystem on news the private company is growing more slowly than anticipated. When bullish momentum ebbs, stocks can plunge quickly.Because Intel's stock has been so red hot, its calls are priced with a greed premium. Anyone who buys them pays a pretty price. We want to flip that around and sell the call, essentially acting like a dealer who is satisfying demand from aggressive, unmoored investors who think In","content":"<html><head></head><body><p>Intel jumped 7% to $90, hitting new record high in morning trading, rocketing over 100% in April. A gain of that size is rare, and a gain of that size in a month is even rarer. The <a href=\"https://laohu8.com/S/SOXX\">iShares Semiconductor ETF</a> , by contrast, is up about 35% over the same period.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/85320d136c89d862fcc7017ee19e46d9\" tg-width=\"716\" tg-height=\"825\"/></p><p>The challenge is how to handle such extraordinary returns without losing control of the stock when the investment thesis remains valid.</p><p>In the era of artificial intelligence, chip stocks are critical to powering supercharged intelligence. Only a few companies, Intel among them, can make the most advanced AI chips.</p><p>Still, Intel's advance has been so strong in such a short time that market realities could assert themselves even if the stock thesis is valid. OpenAI, for instance, has created pressure across the AI ecosystem on news the private company is growing more slowly than anticipated. When bullish momentum ebbs, stocks can plunge quickly.</p><p>Intel's May call options are priced with an implied volatility of about 73%, which suggests a daily move of about 4.56%, up or down. The SPDR S&P 500 ETF's May implied volatility, at 16%, is far more muted.</p><p>Intel's stock chart is strong. Its five-day simple moving average is $76.28, the 20-day is $63.68, and the 50-day is $52.50. Yet one measure of momentum -- Intel's relative strength indicator -- is extremely stretched at 206.8, a level that suggests buyers could soon run out of steam.</p><p>The standard options recommendation for these situations -- the stock-replacement strategy -- is to sell the stock and buy a call option, which will allow you to lock in profits and participate in any future gains through the call, which costs far less money than the equivalent number of shares. The logic is elemental, though the reality is more complex.</p><p>If this is appealing, investors could buy the January $90 call, which cost about $17.60 when the stock was at $84.52.</p><p>If the stock is at $110 at expiration, the call is worth $20. Should the stock decline between now and then, the money spent on the call would be lost, but that wouldn't be so bad because you sold the stock position at a high price.</p><p>The key drawback to the strategy is that selling the stock incurs a capital gain, and few investors like paying capital-gains taxes, even if it makes sense from a risk-management perspective.</p><p>Still, Intel's rapid advance is a risk factor, and something should be done to secure the gain. An alternative strategy to consider: Sell a call and buy a put option, a bearish risk reversal.</p><p>Because Intel's stock has been so red hot, its calls are priced with a greed premium. Anyone who buys them pays a pretty price. We want to flip that around and sell the call, essentially acting like a dealer who is satisfying demand from aggressive, unmoored investors who think Intel will keep rising.</p><p>The proceeds from selling the call can be used to offset the cost of buying a put.</p><p>The strategy is intended to commit investors to selling Intel at an even higher price, while also profiting from any potential decline. If the stock stalls and reverses course, the put will increase in value and the call's value would decline.</p><p>With Intel at $84.52, the May $90 call could be sold for about $3 and the May $79 put could be bought for about $3. If Intel is at $60 at expiration, the put is worth $19. The risk: Intel builds upon its extraordinary gains and keeps rising, which would obligate investors to sell the stock, or to manage the short call to avoid assignment.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel Surged to New Record High, Rocketing Over 100% In April</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel Surged to New Record High, Rocketing Over 100% In April\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-04-29 22:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Intel jumped 7% to $90, hitting new record high in morning trading, rocketing over 100% in April. A gain of that size is rare, and a gain of that size in a month is even rarer. The <a href=\"https://laohu8.com/S/SOXX\">iShares Semiconductor ETF</a> , by contrast, is up about 35% over the same period.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/85320d136c89d862fcc7017ee19e46d9\" tg-width=\"716\" tg-height=\"825\"/></p><p>The challenge is how to handle such extraordinary returns without losing control of the stock when the investment thesis remains valid.</p><p>In the era of artificial intelligence, chip stocks are critical to powering supercharged intelligence. Only a few companies, Intel among them, can make the most advanced AI chips.</p><p>Still, Intel's advance has been so strong in such a short time that market realities could assert themselves even if the stock thesis is valid. OpenAI, for instance, has created pressure across the AI ecosystem on news the private company is growing more slowly than anticipated. When bullish momentum ebbs, stocks can plunge quickly.</p><p>Intel's May call options are priced with an implied volatility of about 73%, which suggests a daily move of about 4.56%, up or down. The SPDR S&P 500 ETF's May implied volatility, at 16%, is far more muted.</p><p>Intel's stock chart is strong. Its five-day simple moving average is $76.28, the 20-day is $63.68, and the 50-day is $52.50. Yet one measure of momentum -- Intel's relative strength indicator -- is extremely stretched at 206.8, a level that suggests buyers could soon run out of steam.</p><p>The standard options recommendation for these situations -- the stock-replacement strategy -- is to sell the stock and buy a call option, which will allow you to lock in profits and participate in any future gains through the call, which costs far less money than the equivalent number of shares. The logic is elemental, though the reality is more complex.</p><p>If this is appealing, investors could buy the January $90 call, which cost about $17.60 when the stock was at $84.52.</p><p>If the stock is at $110 at expiration, the call is worth $20. Should the stock decline between now and then, the money spent on the call would be lost, but that wouldn't be so bad because you sold the stock position at a high price.</p><p>The key drawback to the strategy is that selling the stock incurs a capital gain, and few investors like paying capital-gains taxes, even if it makes sense from a risk-management perspective.</p><p>Still, Intel's rapid advance is a risk factor, and something should be done to secure the gain. An alternative strategy to consider: Sell a call and buy a put option, a bearish risk reversal.</p><p>Because Intel's stock has been so red hot, its calls are priced with a greed premium. Anyone who buys them pays a pretty price. We want to flip that around and sell the call, essentially acting like a dealer who is satisfying demand from aggressive, unmoored investors who think Intel will keep rising.</p><p>The proceeds from selling the call can be used to offset the cost of buying a put.</p><p>The strategy is intended to commit investors to selling Intel at an even higher price, while also profiting from any potential decline. If the stock stalls and reverses course, the put will increase in value and the call's value would decline.</p><p>With Intel at $84.52, the May $90 call could be sold for about $3 and the May $79 put could be bought for about $3. If Intel is at $60 at expiration, the put is worth $19. The risk: Intel builds upon its extraordinary gains and keeps rising, which would obligate investors to sell the stock, or to manage the short call to avoid assignment.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LINT":"Direxion Daily INTC Bull 2X ETF","INTC":"英特尔","INTW":"2倍做多INTC ETF-GraniteShares"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2631550687","content_text":"Intel jumped 7% to $90, hitting new record high in morning trading, rocketing over 100% in April. A gain of that size is rare, and a gain of that size in a month is even rarer. The iShares Semiconductor ETF , by contrast, is up about 35% over the same period.The challenge is how to handle such extraordinary returns without losing control of the stock when the investment thesis remains valid.In the era of artificial intelligence, chip stocks are critical to powering supercharged intelligence. Only a few companies, Intel among them, can make the most advanced AI chips.Still, Intel's advance has been so strong in such a short time that market realities could assert themselves even if the stock thesis is valid. OpenAI, for instance, has created pressure across the AI ecosystem on news the private company is growing more slowly than anticipated. When bullish momentum ebbs, stocks can plunge quickly.Intel's May call options are priced with an implied volatility of about 73%, which suggests a daily move of about 4.56%, up or down. The SPDR S&P 500 ETF's May implied volatility, at 16%, is far more muted.Intel's stock chart is strong. Its five-day simple moving average is $76.28, the 20-day is $63.68, and the 50-day is $52.50. Yet one measure of momentum -- Intel's relative strength indicator -- is extremely stretched at 206.8, a level that suggests buyers could soon run out of steam.The standard options recommendation for these situations -- the stock-replacement strategy -- is to sell the stock and buy a call option, which will allow you to lock in profits and participate in any future gains through the call, which costs far less money than the equivalent number of shares. The logic is elemental, though the reality is more complex.If this is appealing, investors could buy the January $90 call, which cost about $17.60 when the stock was at $84.52.If the stock is at $110 at expiration, the call is worth $20. Should the stock decline between now and then, the money spent on the call would be lost, but that wouldn't be so bad because you sold the stock position at a high price.The key drawback to the strategy is that selling the stock incurs a capital gain, and few investors like paying capital-gains taxes, even if it makes sense from a risk-management perspective.Still, Intel's rapid advance is a risk factor, and something should be done to secure the gain. An alternative strategy to consider: Sell a call and buy a put option, a bearish risk reversal.Because Intel's stock has been so red hot, its calls are priced with a greed premium. Anyone who buys them pays a pretty price. We want to flip that around and sell the call, essentially acting like a dealer who is satisfying demand from aggressive, unmoored investors who think Intel will keep rising.The proceeds from selling the call can be used to offset the cost of buying a put.The strategy is intended to commit investors to selling Intel at an even higher price, while also profiting from any potential decline. If the stock stalls and reverses course, the put will increase in value and the call's value would decline.With Intel at $84.52, the May $90 call could be sold for about $3 and the May $79 put could be bought for about $3. If Intel is at $60 at expiration, the put is worth $19. The risk: Intel builds upon its extraordinary gains and keeps rising, which would obligate investors to sell the stock, or to manage the short call to avoid assignment.","news_type":1,"symbols_score_info":{"INTW":0.6,"INTC":2,"LINT":0.6}},"isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":574818126733840,"gmtCreate":1781344830078,"gmtModify":1781347876885,"author":{"id":"4169475627167862","authorId":"4169475627167862","name":"VMK","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4169475627167862","idStr":"4169475627167862"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/574818126733840","repostId":"2643291001","repostType":2,"repost":{"id":"2643291001","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1781322600,"share":"https://ttm.financial/m/news/2643291001?lang=en_US&edition=fundamental","pubTime":"2026-06-13 11:50","market":"us","language":"en","title":"AMD Is Seen as a CPU Stock — but It’s Gaining Ground Here, Too","url":"https://stock-news.laohu8.com/highlight/detail?id=2643291001","media":"Dow Jones","summary":"Wall Street is underestimating how much Meta will spend on AMD’s AI chips, a Citi analyst says.","content":"<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> is currently getting a boost from the surge in demand for central processing units, but one analyst thinks Wall Street is underestimating another major opportunity for the company.</p><p style=\"text-align: start;\">The chip maker is “emerging as a legit second source” for graphics processing units and looks “poised to win lion’s share” of business from <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, according to Citi analyst Atif Malik. The tech giant announced a plan in February todeploy up to six gigawatts’ worth of AMD’s Instinct GPUsas part of a multiyear partnership that is expected to start later this year.</p><p>“Most investors currently view AMD as a CPU stock,” Malik said in a Friday note, adding his view that the stock is only pricing in about a 60% chance that AMD will reach more than $50 billion in GPU revenue by 2028.</p><p>Malik raised his price target for AMD’s stock to $575 from $460 to reflect the further upside he sees from its GPU business, and he moved from a neutral to a buy rating on the stock. The chip maker’s stock was up more than 4% on Friday morning to about $510 per share.</p><p style=\"text-align: start;\">“We believe Meta will be a significantly larger customer of AMD’s AI products, especially GPUs, than [Wall Street] is expecting,” Malik said.</p><p style=\"text-align: start;\">For one, the companies are developing a custom MI1450 GPU, which Malik said will likely offer a lower total cost of ownership for Meta. He estimates that AMD will see $15 billion for each gigawatt deployed from the companies’ six-gigawatt deal.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> currently dominates the market for GPUs, which are crucial for training artificial-intelligence models. However, both companies also face rising competition from custom chips, including <a href=\"https://laohu8.com/S/GOOGL\">Google</a>’s tensor processing units that are co-developed with <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>.</p><p style=\"text-align: start;\">Malik expects AMD’s AI revenue to reach $33 billion in 2027, which would represent growth of 137%, and $50.8 billion in 2028, which would be a 54% year-over-year jump.</p><p style=\"text-align: start;\">Meanwhile, Malik said he’s optimistic for “AMD to be the key beneficiary of the CPU renaissance,” as its chips lead in performance and features. He lifted his expectations for the total addressable market for CPUs to reach $137 billion in 2030 from his previous expectation for $132 billion.</p><p style=\"text-align: start;\">The rise of agentic AI and the shift to inference, or the process of running AI models, has driven strong demand for server CPUs — a market dominated by AMD and <a href=\"https://laohu8.com/S/INTC\">Intel</a>.</p><p style=\"text-align: start;\">In Malik’s view, AMD’s Venice CPUs will outperform Intel’s Diamond Rapids CPUs, although he still sees success for Intel’s offerings. The resurgence of interest in CPUs has been a boon for the struggling chip pioneer.</p><p>And while Nvidia has launched its own server CPU to compete in a previously unaddressed market for the company, Malik expects it to prioritize shipments for GPUs over those for CPUs given its lead in the market for the former.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Is Seen as a CPU Stock — but It’s Gaining Ground Here, Too</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD Is Seen as a CPU Stock — but It’s Gaining Ground Here, Too\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-13 11:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> is currently getting a boost from the surge in demand for central processing units, but one analyst thinks Wall Street is underestimating another major opportunity for the company.</p><p style=\"text-align: start;\">The chip maker is “emerging as a legit second source” for graphics processing units and looks “poised to win lion’s share” of business from <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, according to Citi analyst Atif Malik. The tech giant announced a plan in February todeploy up to six gigawatts’ worth of AMD’s Instinct GPUsas part of a multiyear partnership that is expected to start later this year.</p><p>“Most investors currently view AMD as a CPU stock,” Malik said in a Friday note, adding his view that the stock is only pricing in about a 60% chance that AMD will reach more than $50 billion in GPU revenue by 2028.</p><p>Malik raised his price target for AMD’s stock to $575 from $460 to reflect the further upside he sees from its GPU business, and he moved from a neutral to a buy rating on the stock. The chip maker’s stock was up more than 4% on Friday morning to about $510 per share.</p><p style=\"text-align: start;\">“We believe Meta will be a significantly larger customer of AMD’s AI products, especially GPUs, than [Wall Street] is expecting,” Malik said.</p><p style=\"text-align: start;\">For one, the companies are developing a custom MI1450 GPU, which Malik said will likely offer a lower total cost of ownership for Meta. He estimates that AMD will see $15 billion for each gigawatt deployed from the companies’ six-gigawatt deal.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> currently dominates the market for GPUs, which are crucial for training artificial-intelligence models. However, both companies also face rising competition from custom chips, including <a href=\"https://laohu8.com/S/GOOGL\">Google</a>’s tensor processing units that are co-developed with <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>.</p><p style=\"text-align: start;\">Malik expects AMD’s AI revenue to reach $33 billion in 2027, which would represent growth of 137%, and $50.8 billion in 2028, which would be a 54% year-over-year jump.</p><p style=\"text-align: start;\">Meanwhile, Malik said he’s optimistic for “AMD to be the key beneficiary of the CPU renaissance,” as its chips lead in performance and features. He lifted his expectations for the total addressable market for CPUs to reach $137 billion in 2030 from his previous expectation for $132 billion.</p><p style=\"text-align: start;\">The rise of agentic AI and the shift to inference, or the process of running AI models, has driven strong demand for server CPUs — a market dominated by AMD and <a href=\"https://laohu8.com/S/INTC\">Intel</a>.</p><p style=\"text-align: start;\">In Malik’s view, AMD’s Venice CPUs will outperform Intel’s Diamond Rapids CPUs, although he still sees success for Intel’s offerings. The resurgence of interest in CPUs has been a boon for the struggling chip pioneer.</p><p>And while Nvidia has launched its own server CPU to compete in a previously unaddressed market for the company, Malik expects it to prioritize shipments for GPUs over those for CPUs given its lead in the market for the former.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2643291001","content_text":"Advanced Micro Devices is currently getting a boost from the surge in demand for central processing units, but one analyst thinks Wall Street is underestimating another major opportunity for the company.The chip maker is “emerging as a legit second source” for graphics processing units and looks “poised to win lion’s share” of business from Meta Platforms, according to Citi analyst Atif Malik. The tech giant announced a plan in February todeploy up to six gigawatts’ worth of AMD’s Instinct GPUsas part of a multiyear partnership that is expected to start later this year.“Most investors currently view AMD as a CPU stock,” Malik said in a Friday note, adding his view that the stock is only pricing in about a 60% chance that AMD will reach more than $50 billion in GPU revenue by 2028.Malik raised his price target for AMD’s stock to $575 from $460 to reflect the further upside he sees from its GPU business, and he moved from a neutral to a buy rating on the stock. The chip maker’s stock was up more than 4% on Friday morning to about $510 per share.“We believe Meta will be a significantly larger customer of AMD’s AI products, especially GPUs, than [Wall Street] is expecting,” Malik said.For one, the companies are developing a custom MI1450 GPU, which Malik said will likely offer a lower total cost of ownership for Meta. He estimates that AMD will see $15 billion for each gigawatt deployed from the companies’ six-gigawatt deal.Nvidia currently dominates the market for GPUs, which are crucial for training artificial-intelligence models. However, both companies also face rising competition from custom chips, including Google’s tensor processing units that are co-developed with Broadcom.Malik expects AMD’s AI revenue to reach $33 billion in 2027, which would represent growth of 137%, and $50.8 billion in 2028, which would be a 54% year-over-year jump.Meanwhile, Malik said he’s optimistic for “AMD to be the key beneficiary of the CPU renaissance,” as its chips lead in performance and features. He lifted his expectations for the total addressable market for CPUs to reach $137 billion in 2030 from his previous expectation for $132 billion.The rise of agentic AI and the shift to inference, or the process of running AI models, has driven strong demand for server CPUs — a market dominated by AMD and Intel.In Malik’s view, AMD’s Venice CPUs will outperform Intel’s Diamond Rapids CPUs, although he still sees success for Intel’s offerings. The resurgence of interest in CPUs has been a boon for the struggling chip pioneer.And while Nvidia has launched its own server CPU to compete in a previously unaddressed market for the company, Malik expects it to prioritize shipments for GPUs over those for CPUs given its lead in the market for the former.","news_type":1,"symbols_score_info":{"DAMD":0.6,"AMDW":0.6,"AMDU":0.6,"AMDS":0.6,"AMDD":0.6,"AMDG":0.6,"AMYY":0.6,"AMDL":0.6,"AMUU":0.6,"AMDY":0.6,"AMD":1.98}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
