Latest news with #AdvancedMicroDevices
Globe and Mail
18 hours ago
- Business
- Globe and Mail
3 Best Tech Stocks for the Second Half of 2025
We're nearly halfway through 2025, and what a ride it's been for the stock market. As of this writing, the S&P 500, Nasdaq Composite, and Dow Jones Industrial Index are up 2%, up 1%, and down 1%, respectively, year to date. So, as attention turns to the second half of 2025, three contributing analysts have selected their top buys within the technology sector: Reddit (NYSE: RDDT), Advanced Micro Devices (NASDAQ: AMD), and Meta Platforms (NASDAQ: META). Here's why. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Long-term growth investors may want to capitalize on Reddit's recent volatility Jake Lerch (Reddit): 2025 has been an up-and-down year for Reddit stock. As of this writing, it's down 13% year to date. However, the stock has been extremely volatile throughout the year. It's been up as much as 37% and down by almost 46%. So, obviously, Reddit isn't a stock for every investor or investment portfolio. That said, growth-oriented investors willing to hold for years might want to take the stock's recent volatility as an opportunity to accumulate shares. Reddit is a social media stock. It boasts more than 108 million daily average users and is growing fast. As of its most recent quarterly report (for the three months ended on March 31), the company's revenue growth stood at 61%. The company makes money through selling ad space, like its much larger social media rival, Meta Platforms. While Meta's ad ecosystem has existed for more than a decade and now draws in about a half-billion dollars per day, Reddit's ad ecosystem remains in its infancy. This creates a possibility for investors. Meta has already proven that the social media advertising model works -- and works very well. Meta has ridden that model to a staggering market capitalization of $1.7 trillion. Reddit, on the other hand, has a market cap of only $26 billion. In a move that mirrors Meta, Reddit recently announced plans to integrate artificial intelligence (AI)-powered ad tools into its network. This strategy could help marketers increase return on investment (ROI) by improving ad targeting and content. With its large, increasing user base and blistering revenue growth, there's every reason to think Reddit's long-term prospects remain bright -- and its stock price will rise. Product releases could draw buyers to this rising AI chip stock Will Healy (Advanced Micro Devices): On the surface, Advanced Micro Devices might look more like a second- quarter than a second-half stock. Since reaching an intra-day low of $76.48 per share on April 8, the stock has risen by approximately 65% over the last six weeks. However, that increase could be just the beginning of what is gearing up to be a second-half comeback. On June 12, AMD released its development pipeline for its AI accelerators through 2027. Investor interest coalesced around its MI400 GPU, which it plans to release sometime in 2026. The MI400 should significantly improve upon the recently released MI350, offering double the compute power, 50% more memory capacity, and 2.5 times the bandwidth. Such advancements are on track to close most of its competitive gap with Nvidia, though Nvidia will almost certainly counter with its own improvements. Additionally, AMD will integrate the MI400 with its Helios rack system. This rack system will combine the MI400 with AMD's upcoming Venice CPU and Pensando Vulcano NICs, providing AMD with a unified AI rack-scale infrastructure for modeling and inference. This is occurring as AMD has begun to benefit from accelerating revenue growth. In the first quarter of 2025, its data center and client (PC) segments grew revenue by 57% and 68%, respectively, while revenue for the gaming and embedded segments declined at a slower rate. Thus, the overall annual revenue growth of 36% in Q1 is significantly faster than the 14% yearly increase in 2024. Moreover, while AMD trades at a higher P/E ratio than Nvidia, improving profitability places its forward P/E ratio at 32, slightly below that of its larger rival. Furthermore, AMD's 7.5 price-to-sales (P/S) ratio is far below Nvidia's sales multiple of 24, likely making the stock more attractive to value-oriented investors. Admittedly, AMD continues to play catch-up in the AI accelerator market. Nonetheless, with the chip company closing the gap, that low P/S ratio could easily persuade investors to bid AMD stock higher as they anticipate the MI400's release. Meta's advertising model just received another boost. Justin Pope (Meta Platforms): Oftentimes, winners keep winning. Shares of social media giant Meta Platforms have primarily moved in an upward direction since 2023, but I like the stock's chances to continue its run over the second half of this year. Most investors already know that Meta Platforms is a beast in digital advertising. It makes virtually all of its revenue and profits from advertising to the 3.43 billion people who use its family of apps each day. What investors may not realize is that for years, Facebook and Instagram have carried the company's advertising water. Meta generated approximately $160.6 billion of its $164.5 billion in total revenue last year from ads placed in Facebook, Messenger, Instagram, and third-party mobile apps. Missing from that list is WhatsApp, the wildly popular communications app with over 3 billion monthly active users. But that's changing. Meta recently announced that it will finally place ads in WhatsApp statuses and channel pages. That will open up an entirely new revenue stream for the company, which, given the massive ad revenue Facebook and Instagram produce, could drive significant growth as monetization ramps up over time. Analysts anticipate that Meta's earnings will grow at an average annual rate of 18% over the next three to five years. I wouldn't be surprised if WhatsApp's incremental ad revenue helps the company meet or exceed those estimates. Meta's price-to-earnings ratio has risen to 27, but, frankly, that's still reasonable for the growth you're likely to see over the coming years. Meta waited over a decade after acquiring WhatsApp to make this move, demonstrating just how well its CEO, Mark Zuckerberg, can play the long game. Investors would probably be wise to consider partnering with Meta as buy-and-hold investors at these prices. Should you invest $1,000 in Meta Platforms right now? Before you buy stock in Meta Platforms, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Meta Platforms wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $664,089!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $881,731!* Now, it's worth noting Stock Advisor 's total average return is994% — a market-crushing outperformance compared to172%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Jake Lerch has positions in Nvidia and Reddit and has the following options: long July 2025 $150 calls on Advanced Micro Devices. Justin Pope has no position in any of the stocks mentioned. Will Healy has positions in Advanced Micro Devices. The Motley Fool has positions in and recommends Advanced Micro Devices, Meta Platforms, and Nvidia. The Motley Fool has a disclosure policy.
Yahoo
2 days ago
- Business
- Yahoo
Advanced Micro Devices (AMD) Advances While Market Declines: Some Information for Investors
Advanced Micro Devices (AMD) ended the recent trading session at $128.24, demonstrating a +1.14% change from the preceding day's closing price. This change outpaced the S&P 500's 0.22% loss on the day. On the other hand, the Dow registered a gain of 0.08%, and the technology-centric Nasdaq decreased by 0.51%. Coming into today, shares of the chipmaker had gained 14.52% in the past month. In that same time, the Computer and Technology sector gained 2.98%, while the S&P 500 gained 0.45%. The investment community will be paying close attention to the earnings performance of Advanced Micro Devices in its upcoming release. In that report, analysts expect Advanced Micro Devices to post earnings of $0.54 per share. This would mark a year-over-year decline of 21.74%. Meanwhile, our latest consensus estimate is calling for revenue of $7.41 billion, up 27% from the prior-year quarter. For the full year, the Zacks Consensus Estimates project earnings of $3.92 per share and a revenue of $31.75 billion, demonstrating changes of +18.43% and +23.15%, respectively, from the preceding year. Investors should also note any recent changes to analyst estimates for Advanced Micro Devices. These revisions help to show the ever-changing nature of near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook. Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model. The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. The Zacks Consensus EPS estimate has moved 4.68% lower within the past month. At present, Advanced Micro Devices boasts a Zacks Rank of #3 (Hold). Investors should also note Advanced Micro Devices's current valuation metrics, including its Forward P/E ratio of 32.37. This denotes a premium relative to the industry average Forward P/E of 19.27. Investors should also note that AMD has a PEG ratio of 1.32 right now. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. As the market closed yesterday, the Computer - Integrated Systems industry was having an average PEG ratio of 1.81. The Computer - Integrated Systems industry is part of the Computer and Technology sector. This industry, currently bearing a Zacks Industry Rank of 57, finds itself in the top 24% echelons of all 250+ industries. The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1. Don't forget to use to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Advanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
2 days ago
- Automotive
- Yahoo
2 Stocks Down 34% and 40% to Buy Right Now
Tesla is a risky stock, but it's very well positioned to profit from the successful development of its robotaxi concept. AMD could be on the verge of making big gains in the AI hardware market. These 10 stocks could mint the next wave of millionaires › The first half of 2025 will draw to a close at the end of this month, and investors have been treated to some big twists and turns in the year so far. Despite some major sell-offs in the spring, the S&P 500 and the Nasdaq Composite are up roughly 2% and 1%, respectively, as of this writing. While macroeconomic and geopolitical factors could inject additional rounds of volatility into the market, backing great companies for the long haul remains one of the best paths to generating strong investment returns. With some promising companies still trading at significant discounts compared to previous highs, read on to see why two Motley Fool contributors think that Tesla (NASDAQ: TSLA) and Advanced Micro Devices (NASDAQ: AMD) stand out as smart long-term investment plays right now. Lee Samaha (Tesla): Tesla stock trades down about 22% in 2025 and down about 33% from its all-time high. It hasn't been an easy year for the company or its CEO, Elon Musk, with ongoing relatively high interest rates curtailing car sales overall, and Tesla appearing to lose some ground to its rival electric vehicle (EV) manufacturers. Meanwhile, Musk's political involvements have likely caused some brand damage, and the Cybertruck has proven to be a disappointment. That said, there's an odd logic to the market's reaction to these events. The investment case for Tesla has never been purely based on it as an EV manufacturer. Instead, the main value in the company lies in its potential to generate a massive stream of long-term recurring revenue from robotaxis, possibly on a ride-per-mile basis, as well as selling unsupervised, full self-driving (FSD) software. The good news is Tesla plans to launch its robotaxi service, albeit on a small scale, in Austin, Texas, on June 22. Naturally, Tesla's position as the leading EV company (and manufacturer of the best-selling vehicle in the world, the Model Y, and potentially the manufacturer of a low-cost dedicated robotaxi, the Cybercab) gives it a significant advantage in a market where competitors like Ford Motor Company and General Motors have unfulfilled ambitions. Indeed, there is a reason why leading automakers and technology companies have invested billions in developing commercially viable robotaxis. Tesla is a speculative investment, with a significant portion of its stock price tied to the success of robotaxis and its FSD capabilities. It's a risky stock, not least because there are no guarantees surrounding its fledgling robotaxi service. However, if Tesla can demonstrate a successful launch of its robotaxi service, then there's plenty of upside potential for enterprising investors. (Advanced Micro Devices): The artificial intelligence (AI) revolution is the most important trend in the tech industry. Thus far, Nvidia is the one company that stands out as the clear, undisputed champion in the AI hardware space. That looks like it could continue to be the case for the foreseeable future, but it doesn't mean that other players won't be able to score some significant victories in the category. Like Nvidia, AMD is a designer of graphics processing units (GPUs) that can be used for training artificial intelligence models and running AI inference applications. Nvidia's GPUs are the clear-cut favorites among business customers seeking ultra-high-end performance, and AMD is currently a distant second place in the category. But crucially, there's a good chance that AMD's prospects in the AI space do not hinge entirely on unseating its rival when it comes to delivering bleeding-edge GPU and AI accelerator performance. As the AI market continues to expand, there will likely be a market for a wider range of suitable hardware -- and AMD looks poised to score wins as this trend unfolds. Even better, the company delivered some great news for investors at its recent "Advancing AI 2025" conference. In addition to unveiling new advanced AI servers for the data center market, the company indicated that it's making some big leaps forward with its related software support systems. OpenAI announced that it will be using AMD's chips, and Amazon could also be moving to adopt the company's processors for its data centers. In general, it looks like the market for AI GPUs and accelerators will be able to support more than one winner. While Nvidia is poised to retain leadership in the market, AMD appears to have solid second-place positioning -- and it could be in the early stages of benefiting from the broadening artificial intelligence hardware market. Despite a recent rally powered by excitement surrounding AMD's new AI chips, the company's share price is still down roughly 40% and looks like a smart buy. Ever feel like you missed the boat in buying the most successful stocks? Then you'll want to hear this. On rare occasions, our expert team of analysts issues a 'Double Down' stock recommendation for companies that they think are about to pop. If you're worried you've already missed your chance to invest, now is the best time to buy before it's too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, you'd have $377,293!* Apple: if you invested $1,000 when we doubled down in 2008, you'd have $37,319!* Netflix: if you invested $1,000 when we doubled down in 2004, you'd have $659,171!* Right now, we're issuing 'Double Down' alerts for three incredible companies, available when you join , and there may not be another chance like this anytime soon.*Stock Advisor returns as of June 9, 2025 John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Keith Noonan has no position in any of the stocks mentioned. Lee Samaha has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, Amazon, Nvidia, and Tesla. The Motley Fool recommends General Motors. The Motley Fool has a disclosure policy. 2 Stocks Down 34% and 40% to Buy Right Now was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
2 days ago
- Business
- Yahoo
Why Advanced Micro Devices Stock Moved Higher Today
AMD stock jumped early in today's trading, but it gave up most of its gains as the market focused on risk factors for the tech sector and broader market. Investors are seeing signs that AMD is positioned to rack up wins in the artificial intelligence (AI) processor space. AMD's new AI processor and server products could deliver significant wins, but geopolitical dynamics and other factors could still create volatility for the stock. 10 stocks we like better than Advanced Micro Devices › Advanced Micro Devices (NASDAQ: AMD) stock ended Friday's trading in the green, despite pullbacks following a pop early in the session. The company's share price closed out the day up 1.1%, but it had been up as much as 4.7% earlier in the session. Meanwhile, the S&P 500 (SNPINDEX: ^GSPC) fell 0.2% in the daily session, and the Nasdaq Composite (NASDAQINDEX: ^IXIC) fell 0.5%. Thanks to rising excitement surrounding the company's position in artificial intelligence (AI), AMD stock opened today's trading with a big gain. The company's share price still advanced in the daily session, but it lost some ground as investors weighed new export restrictions for semiconductor technologies and the risk of escalating conflict in the Middle East. AMD stock has seen wild fluctuations over the last couple of years in conjunction with shifting expectations for the company's standing and market opportunity in the AI space. Following the Advancing AI 2025 conference hosted by the hardware specialist last week, market sentiment surrounding the stock has become significantly more bullish. At the conference AMD profiled its recently launched Instinct MI350 graphics processing unit (GPU) and its new server product for data centers. The company also announced that it had entered into a new deal to supply OpenAI with processing hardware, and its indications suggest that it may have also reached a new deal with Amazon. AMD appears to be making some laudable progress in the AI hardware market. While the company may continue to play second fiddle to Nvidia in the high-end data center GPU market, it will likely still have opportunities to score some big wins in the space. On the other hand, AMD stock could see high levels of volatility in the near term. Tech stocks wavered today following news that the Trump administration was implementing new bans on tech exports to China, and the market is also on edge about the possibility that the U.S. could get involved in the conflict between Israel and Iran. So even though AMD's AI growth bets appear to be moving in the right direction, there are other big catalysts that could shape stock performance in the near term. Before you buy stock in Advanced Micro Devices, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Advanced Micro Devices wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $659,171!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $891,722!* Now, it's worth noting Stock Advisor's total average return is 995% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Keith Noonan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, Amazon, and Nvidia. The Motley Fool has a disclosure policy. Why Advanced Micro Devices Stock Moved Higher Today was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
2 days ago
- Business
- Yahoo
Marvell's AI Bet: Will NVLink and UALink Drive Custom Chip Wins?
Marvell Technology MRVL is enhancing its role in artificial intelligence (AI) infrastructure by expanding its custom chip capabilities. Marvell continues to integrate its custom compute platform with new components that improve performance, scalability, and integration across large-scale the first quarter of fiscal 2026, Marvell reported record Data Center revenues of $1.44 billion, up 76% year over year. The growth was driven by the rapid scaling of custom AI silicon. To support continued momentum, Marvell recently announced multiple strategic additions to its custom silicon May 2025, Marvell partnered with NVIDIA to offer NVIDIA's NVLink Fusion technology to customers deploying Marvell's custom cloud platform silicon. This enables custom XPUs to connect with NVIDIA's rack-scale hardware architecture. Marvell noted that its custom silicon with NVIDIA NVLink Fusion offers its customers greater flexibility and options in developing next-generation AI infrastructure. This announcement reflects that MRVL's custom chips are gaining credibility and traction, even among companies like the same month, Marvell introduced its new multi-die packaging solution, which is built on its proprietary interposer technology. The solution is already in production for a customer-specific XPU program. The platform enables more efficient die-to-die interconnect, lowers power consumption, enhances yield and lowers product this month, Marvell introduced a third addition to its custom platform — Ultra Accelerator Link (UALink) scale-up solution. The solution delivers an open-standards-based scale-up interconnect platform with high compute utilization and low latency. UALink is paired with Marvell custom silicon capabilities. This allows compute vendors to build solutions, including custom accelerators with UALink controllers and custom switches, enabling optimal performance for rack-scale these additions support Marvell's push to enable full rack-level custom infrastructure. Moreover, with new components entering production, Marvell is positioned to play a crucial role in powering the next generation of large-scale AI systems. Advanced Micro Devices AMD is advancing its rack-level AI solutions through its acquisition of ZT Systems. This acquisition enables Advanced Micro Devices to reduce deployment time for hyperscalers by combining AMD's CPUs, GPUs, and networking components. This move also enables Advanced Micro Devices to accelerate time to market for its OEM and ODM AVGO is aggressively scaling its AI networking portfolio. In the second quarter of fiscal 2025, AVGO's AI networking revenues jumped 170% year over year and now comprise 40% of its total AI semiconductor revenues. Broadcom also introduced the Tomahawk 6 switch with a 102.4 Terabits per second switch capacity. It is designed to enable AI clusters of over 100,000 AI accelerators to be deployed in 2 tiers. This move enables Broadcom to achieve better performance in training its next-generation frontier models through lower latency, higher bandwidth and lower power. Shares of Marvell Technology have plunged 31.9% year to date against the Electronics - Semiconductors industry's growth of 6.4%. Image Source: Zacks Investment Research From a valuation standpoint, Marvell Technology trades at a forward price-to-sales ratio of 7.36X, lower than the industry's average of 8.15X. Image Source: Zacks Investment Research The Zacks Consensus Estimate for MRVL's fiscal 2026 and fiscal 2027 earnings implies year-over-year growth of 77.71% and 27.73%, respectively. The earnings estimates for fiscal 2026 and fiscal 2027 have been revised upward in the past 30 days and seven days, respectively. Image Source: Zacks Investment Research MRVL currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Advanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report Marvell Technology, Inc. (MRVL) : Free Stock Analysis Report Broadcom Inc. (AVGO) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
