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AMD’s AI Surge: Can It Overtake Nvidia?

AMD’s AI Surge: Can It Overtake Nvidia?

Advanced Micro Devices ( (AMD) ) has been popular among investors this week. Here is a recap of the key news on this stock.

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Advanced Micro Devices (AMD) is experiencing significant growth, driven by the increasing demand for AI infrastructure and data center chips. The company’s latest Instinct MI350 GPUs and the upcoming MI400 series are gaining popularity among hyperscalers, helping AMD close the gap with Nvidia in the AI inference market. Technical indicators suggest a bullish momentum for AMD stock, with a Buy rating and a notable upward trend in its Exponential Moving Averages (EMA). Despite some margin pressures, analysts like Vijay Rakesh from Mizuho Securities remain optimistic about AMD’s AI potential, raising the price target to $152, indicating a 10% upside from current levels.

However, AMD faces challenges, including potential trade risks with the expiration of a 90-day pause on U.S. tariffs, which could impact semiconductor imports. Additionally, U.S. export restrictions on advanced chips to China are expected to reduce AMD’s 2025 revenue by $1.5 billion. Despite these hurdles, AMD continues to make strides in the AI chip race, with analysts maintaining a Moderate Buy consensus rating. The company’s efforts to develop lower-powered chips in compliance with export rules and its strategic acquisitions are seen as positive steps toward narrowing the gap with Nvidia.

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