Google, Microsoft, and Meta Likely to Continue Driving AI ETFs Amid BlackRock CIO's Dismissal of Bubble Concerns
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 10 2025
0mins
Should l Buy AMD?
Source: Benzinga
AI ETFs Resilience: AI-focused ETFs like Global X AI & Technology ETF (AIQ) and iShares Future AI & Tech ETF (ARTY) are maintaining strong performance amid concerns of an "AI bubble," supported by solid earnings from major tech companies such as Microsoft, Meta, and Alphabet.
Investor Confidence: BlackRock's Rick Rieder and analysts from Goldman Sachs and Wedbush express confidence that the current AI market momentum is based on strong fundamentals rather than speculation, indicating that the sector is not in a meltdown phase.
Diverse Investment Options: Investors are increasingly looking beyond mega-cap stocks, with thematic funds like Roundhill Generative AI & Technology ETF (CHAT) and WisdomTree AI and Innovation Fund (WTAI) attracting attention for their focus on emerging AI opportunities.
Balanced Approach to AI: For those wary of single stock risks, diversified AI ETFs that include high cash flow companies are seen as a safer way to capitalize on the ongoing AI innovation wave.
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Analyst Views on AMD
Wall Street analysts forecast AMD stock price to fall
33 Analyst Rating
25 Buy
8 Hold
0 Sell
Strong Buy
Current: 341.540
Low
210.00
Averages
289.13
High
377.00
Current: 341.540
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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- Profit Explosion: During the first-quarter earnings season, Cramer noted significant profit growth among companies tied to AI and data centers, driving major indexes higher and reflecting strong investor confidence in this sector.
- Five-Layer Cake Model: Cramer referenced Nvidia CEO Jensen Huang's five-layer cake model, emphasizing the interdependence of power, semiconductors, hardware, AI models, and application layers, illustrating the complexity and breadth of the AI economy.
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See More
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- Profit Growth Drivers: During the first-quarter earnings season, Cramer notes that companies tied to AI and data centers have achieved significant profit growth, driving major indexes higher and reflecting increased investor confidence in these sectors.
- Five-Layer Cake Model: Cramer references Nvidia CEO Jensen Huang's framework, likening the AI economy to a 'five-layer cake,' emphasizing that various industries from power to semiconductors, hardware, cloud computing, and applications are benefiting from this trend.
- Investment Opportunity Outlook: Cramer stresses that the AI boom is not just a tech story but a broad economic shift, advising investors to focus on S&P index funds and potential high-quality stocks to capitalize on future investment opportunities.
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- Data Center Growth: Revenue from AMD's data center business surged 57% to $5.8 billion, exceeding analysts' predictions of $5.61 billion, demonstrating the company's successful expansion in market share amid skyrocketing AI infrastructure demand.
- Optimistic Q2 Guidance: For Q2 2026, AMD expects revenue to be approximately $11.2 billion, exceeding expectations of $10.5 billion by $300 million, with a year-over-year growth of about 46%, reflecting strong confidence in future growth.
- Bullish Market Sentiment: On Stocktwits, retail sentiment was rated 'extremely bullish', with many users predicting AMD's market cap will soon hit a trillion dollars, showcasing high market expectations for the company's future performance.
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- Margin Expansion: The company's gross profit margin expanded by 300 basis points to 53%, while operating expenses grew at a slower pace than revenue, resulting in a 95% increase in net income to $1.38 billion on a GAAP basis, indicating substantial operational efficiency improvements.
- Strong Data Center Demand: Revenue from the data center segment jumped 57% year-over-year to $5.8 billion, driven by robust demand for Epyc CPUs and Instinct GPUs, highlighting AMD's competitive edge in the high-performance computing market.
- Optimistic Future Outlook: AMD projects a 46% revenue growth for Q2, reaching $11.2 billion, surpassing market expectations of $10.5 billion, and with partnerships with Meta and AWS, the company is well-positioned for strong growth in AI chips and cloud computing.
See More
