Labels with AMD Radeon and Nvidia Geforce RTX graphics on a new laptop computer by Piotr SWAT
Labels with AMD Radeon and Nvidia Geforce RTX graphics on a new laptop computer by Piotr SWAT

Advanced Micro-Devices (AMD) recently announced a high level of partnership with Microsoft (MSFT) to create silicone for a wide range of devices, including the next Xbox console. As the Gaming’s hardware sector slowed in the last quarter, this news represents a strategic betting to have a strong demand for new game solutions and special AI special workloads. AMD shares are now more than 9% over the previous five trading days.

Outside the game, the AI ​​chip area remains in a large-tailed place. Despite import control and a careful macroeconomic picture, the AMD continues to tract in the Customer and Special Silicone in the AMD HipPale data center. The partnership with Microsoft restores the relevance of AMD’s relevance in the more fragmented chip market and adds a fresh catalyst behind other AI shares.

Advanced Micro devices (AMD) are a global leader in the semiconductors located in Santa Clara, California. The company is CPU, GPU and data center, PC, game console and adaptive for installed markets. AMD is estimated at $ 205 billion and compete violently with Intel (INTC) and NVIDA (NVDA).

AMD shares are 20% less than in the last 52 weeks and are in more than 40% record. However, in the last three months, the shares can increase by 20% and start turning around soon.

https://www.barchart.com
https://www.barchart.com

In a cluster of the assessment wise, AMD, 40.1x and a majority of price sales, amd trades. These are high figures than its history, but the large cover is in range for AI hardware peers. The proportion of 1.64x for AMD will be validated enough than the growth of stocks, but continuous execution, especially in high margin AI regions.

The results of the AMD’s first quarter 2025 exceeded the expectations on the board. The company received $ 7.44 billion, 36% more years of income and non-GAAAP EPS was shaken with a large margin of $ 0.96 worth of consensus.

In the future quarter, the leadership, $ 7.4 billion, negative or $ 5 million income of $ 300 million and non-GAAP rude 43%. The latter reflects $ 800 million in connection with fresh export limits, which will be 54% of the margin expectations.