This may indicate a highly optimistic outlook for Nvidia, AMD, and other semiconductor stocks.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 03 2025
0mins
Should l Buy AMD?
Source: MarketWatch
Chip Makers' Confidence: Recent earnings reports from major tech companies indicate strong spending on artificial intelligence, boosting confidence among chip manufacturers.
Analyst's Bullish Outlook: An analyst from Cantor Fitzgerald remains optimistic about major chip players, citing ongoing demand for AI computing that is expected to exceed supply.
Investor Concerns: Despite worries about circular financing related to large infrastructure deals involving AI startups and companies like Nvidia, AMD, and Broadcom, the earnings season shows a willingness to invest.
Clear Appetite for Spending: The latest financial results suggest a robust appetite for spending in the tech sector, particularly in AI-related investments.
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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: 203.080
Low
210.00
Averages
289.13
High
377.00
Current: 203.080
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, graphics and visualization technologies. Its segments include Data Center, Client and Gaming, and Embedded. Data Center segment includes artificial intelligence (AI) accelerators, microprocessors (CPUs) for servers, graphics processing units (GPUs), accelerated processing units (APUs), data processing units (DPUs), Field Programmable Gate Arrays (FPGAs), smart network interface Cards (SmartNICs) 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, GPUs, 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+, and 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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