Investment Opportunities in AMD, ServiceNow, and Pinterest
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 21 2026
0mins
Should l Buy AMD?
Source: NASDAQ.COM
- AMD's Market Potential: AMD's GPU partnership commitments with OpenAI and Meta, totaling 6 gigawatts, may seem costly but are expected to enhance AMD's market share in AI data centers, potentially driving stock price increases.
- Demand for Data Center CPUs: The rise of agentic AI is likely to significantly increase the demand for high-performance CPUs, presenting AMD with opportunities that the market has yet to fully price in, which could act as a catalyst for future growth.
- ServiceNow's Growth Outlook: ServiceNow's annual contract value reached $600 million last quarter and is projected to exceed $1 billion by year-end, indicating strong growth potential in the AI sector, despite market overreactions to its software services.
- Pinterest's Undervalued Status: Pinterest's exposure to the home decor sector has pressured its stock, yet it still achieved a 14% revenue growth, and its AI-driven shopping discovery platform is attracting more users, suggesting an improvement in market performance ahead.
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Analyst Views on AMD
Wall Street analysts forecast AMD stock price to rise
33 Analyst Rating
25 Buy
8 Hold
0 Sell
Strong Buy
Current: 201.990
Low
210.00
Averages
289.13
High
377.00
Current: 201.990
Low
210.00
Averages
289.13
High
377.00
About AMD
Advanced Micro Devices, Inc. is a global semiconductor company. The Company is focused on high-performance computing and artificial intelligence (AI). Its segments include Data Center, Client and Gaming, and Embedded. Data Center segment includes AI accelerators, microprocessors (CPUs) for servers, graphics processing units (GPUs), accelerated processing units (APUs), data processing units (DPUs), Field Programmable Gate Arrays (FPGAs), and Adaptive system-on-Chip (SoC) products for data centers. Client and Gaming segment includes CPUs, APUs, chipsets for desktops and notebooks, discrete GPUs, and semi-custom SoC products and development services. Embedded segment includes embedded CPUs, APUs, FPGAs, system on modules (SOMs), and Adaptive SoC products. It markets and sells its products under the AMD trademark. Its products include AMD EPYC, AMD Ryzen, AMD Ryzen PRO, Virtex UltraScale+, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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