The server CPU story keeps getting bigger and bigger, and AMD is the powerhouse goliath.

AMD also has fresh upside catalysts (Wells Fargo target bump and a design win with Turing), which should keep earnings ...

Advanced Micro Devices, Inc. offers compelling value, trading at a forward PEG -55% below the sector median and -45% below its five-year average. Consensus among 43 analysts for 2026–2028 is ...

Wells Fargo lifted server CPU revenue forecasts sharply (to $25B by 2028) and assumes AI-driven server CPU demand stays ...

While AMD’s decisions to accelerate its GPU road map and acquire ZT Systems played critical roles in helping it win the big OpenAI deal, AMD CEO Lisa Su indicated that these moves have also ...

A Fool since 2019, and a graduate of Cal State LA with a B.S. in Finance and M.A. in Economics. Parkev is an adjunct professor of Finance and enjoys reading about financial and economic history.

Advanced Micro Devices (AMD) signaled a focus on operational execution and supply-chain readiness during its February 3, 2026, earnings call, positioning the first half of 2026 as a foundational ...

For years, Nvidia's H100 GPUs have been the undisputed kings of the AI jungle, the apex predators that every competitor wants to dethrone. But here in Silicon Valley -- where I’m writing this and ...