AMD
AI Intelligence Briefcase
Synthesize all available public data, government contracts, patent filings, and funding rounds for AMD into a comprehensive strategic report.
Government Contracts & Awards
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Proprietary Tech & Patents
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Form D Funding
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Market Intelligence & News
Intel: Levitating On AI Hype
Despite the surging stock price, Intel continues to lose CPU server market share to AMD. Click here to read why INTC stock is a Strong Sell.
Mamdani Burns Allies in Making a Big Bet for Congress and the Left
Mamdani brought pro-Palestinian views to City Hall. Now he wants to bring them to Congress.
Cloud Infrastructure Rotation Intensifies as AMD Surges While Microsoft Stumbles
AI compute demand is driving a market rotation from cloud platforms to semiconductor stocks. AMD leads with 20% monthly gains, while Broadcom and NVIDIA show strong fundamentals. Microsoft lags as capital flows to pure-play AI infrastructure beneficiaries.
Move Over Marvell, Here Are the Next 2 $1 Trillion Semiconductor Stocks
AMD and ASML look set to hit trillion-dollar market caps before Marvell.
Better Buy: AMD vs. Intel After Intel's Monster Run
Both chipmakers have soared on the AI boom, but only one looks like the clearer buy at today's prices.
Analyst Warns Intel Valuation ‘Doesn’t Make Sense.’ Suggests NVIDIA, AMD, Micron, and Broadcom as Alternatives.
D.A. Davidson’s head of technology research, Gil Luria, used a CNBC “Closing Bell Overtime” appearance to argue that the chip rally has produced a valuation contradiction investors should not ignore. His framing: both major semiconductor ETFs are up more than 80% this year, while memory names have surged 300% or more, yet the multiples investors ... Analyst Warns Intel Valuation ‘Doesn’t Make Sense.’ Suggests NVIDIA, AMD, Micron, and Broadcom as Alternatives.
Zohran Mamdani: Welcome to NYC, Where Fútbol Meets Joy, Politics and Tacos
AMD vs. NVDA: Which Artificial Intelligence (AI) Semiconductor Stock Dominates the Next Phase of CPUs, GPUs, and Robotics?
The companies offer key chips that power AI.
Chip Maker AMD Has Become a Data-Center Powerhouse. It’s All Part of Lisa Su’s Plan.
Lisa Su turned Advanced Micro Devices into the Comeback Kid of tech. Before she took the reins in 2014, the chip maker was a perennial also-ran, lagging behind competitors Nvidia and Intel But since her first full year as CEO in 2015, sales have grown at a 24% annual rate—and by 38% in the most recent quarter. Where once AMD chips were the second choice, they are now competitive in the data-center arena, the fastest-growing semiconductor market.
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