AMD Advanced Micro Devices Inc.

AMD Launches AMD Ryzen 5000 Series Desktop Processors: The Fastest Gaming CPUs in the World

AMD Launches AMD Ryzen 5000 Series Desktop Processors: The Fastest Gaming CPUs in the World
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08/10/2020

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AMDAdvanced Micro Devices Inc.

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Reports on Advanced Micro Devices Inc.

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AMD Advanced Micro ...

AMD Unveils Strategy to Lead the $1 Trillion Compute Market and Accele...

AMD Unveils Strategy to Lead the $1 Trillion Compute Market and Accelerate Next Phase of Growth At Financial Analyst Day, AMD outlines long-term plan to expand data center and AI leadership with greater than 35% revenue CAGR and greater than $20 non-GAAP EPS target NEW YORK, Nov. 11, 2025 (GLOBE NEWSWIRE) -- Today at its Financial Analyst Day, AMD (NASDAQ: AMD) showcased its long-term strategy, leadership products and technology IP, underscoring the company’s momentum in driving accelerated growth and delivering long-term shareholder value. “AMD is entering a new era of growth fueled b...

4h / 41m 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
WDC Western Digital...
SIMON Silicon Motion ... ... (+15)

AI Driven Guidance Update Implies Upside to Expectations

Financial UpdatesNew Long-Term Model - On the top-line, AMD's new 3-5 year model now calls for 35% total revenue CAGR, driven by 1) 10% CAGR in its core business, and 2) 60% CAGR in AMD's data center business. The company's long-term model also calls for GMs between 55% to 58%, driven by additional

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MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
DBD DIEBOLD NIXDORF INCORPORATED
7h / 38m 7h / 38m 1 EN
Wedbush Research
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VYGR VOYAGER THERAPEUTICS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
WVE WAVE LIFE SCIENCES
NTLA INTELLIA THERAPEUTICS INC.
ISR ISORAY
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
MSFT MICROSOFT CORPORATION
TSEM TOWER SEMICONDUCTOR LTD
SMCI SUPER MICRO COMPUTER
ZNTL INC.
TLS ZENTALIS PHARMACEUTICALS
STX TELOS
GFS SEAGATE TECHNOLOGY HLDGS PLC
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DDI GETTY IMAGES HOLDINGS INC
DOUBLEDOWN INTERACTIVE CO LTD
18h / 58m 18h / 58m 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
19h / 39m 19h / 39m 1 EN
Pierre FerraguÊ
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CON CONTINENTAL AKT...
BMW BAYERISCHE MOTO... ... (+34)

AMD DC GPUs, Arista 2026 guide, Ride-Sharing & Delivery, Autos & Indus...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the names we followed last week, follow the link below.

CON CONTINENTAL AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
QRVO QORVO INC.
LITE LUMENTUM HOLDINGS INC.
ANET ARISTA NETWORKS INC.
QCOM QUALCOMM INC
POWI POWER INTEGRATIONS INC.
ON ON SEMICONDUCTOR CORPORATION
MKSI MKS INSTRUMENTS INC.
MCHP MICROCHIP TECHNOLOGY INCORPORATED
FTNT FORTINET INC.
COHR COHERENT INC.
CDW CDW CORP.
AOSL ALPHA & OMEGA SEMICONDUCTOR
SWKS SKYWORKS SOLUTIONS INC.
3661 ALCHIP TECHNOLOGIES INC.
6963 ROHM CO. LTD.
6201 TOYOTA INDUSTRIES CORP.
LSCC LATTICE SEMICONDUCTOR CORPORATION
AMD ADVANCED MICRO DEVICES INC.
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
FSLY FASTLY
SMCI SUPER MICRO COMPUTER
DASH INC.
ABNB DOORDASH
AEVA AIRBNB INC. CLASS A
RIVN AEVA INC
GRAB RIVIAN AUTOMOTIVE INC
688082 GRAB HLDGS LTD
IONQ ONTO INNOVATION INC.
ARM ACM RESEARCH INC(SHANGHAI)
IONQ INC
ARM HOLDINGS PLC
11/10/25 November 10, 2025 1 EN

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