|Bid||39.43 x 3100|
|Ask||39.44 x 3000|
|Day's Range||38.82 - 39.73|
|52 Week Range||16.03 - 41.79|
|Beta (3Y Monthly)||3.08|
|PE Ratio (TTM)||206.54|
|Earnings Date||Jan 27, 2020 - Jan 31, 2020|
|Forward Dividend & Yield||N/A (N/A)|
|1y Target Est||35.96|
SANTA CLARA, Calif., Dec. 10, 2019 -- AMD (NASDAQ: AMD) today announced that its powerful new AMD Radeon™ Pro W5700X GPU is a configuration option in the latest Apple Mac Pro,.
Intel stock has been battered by product missteps, rising competition and a downswing in chip demand. Here is what the fundamentals and technicals say about the chipmaker's shares.
SANTA CLARA, Calif., Dec. 10, 2019 -- AMD (NASDAQ: AMD) today unveiled AMD Radeon™ Software Adrenalin 2020 Edition, the next generation of its software suite for AMD Radeon™.
Futures: The stock market rally and China-tied Apple, AMD and Alibaba await President Donald Trump's China trade war decision on Dec. 15 tariffs.
Microsoft and AMD are trading tightly amid sideways market action, offering new buying opportunities. So do Fortinet, Copart and Jabil.
Lisa Su became the CEO of Advanced Micro Devices, Inc. (NASDAQ:AMD) in 2014. First, this article will compare CEO...
AMD's share value is up 1,330% since Lisa Su took over as president and CEO in late 2014. Now, a chip shortage at rival Intel is providing more opportunity for growth. So why are some Wall Street analysts down on AMD's stock market prospects?
These are the most successful corporations in the U.S. as measured by Sales, Profits, Shareholder Returns, Quality of Workplace, and Carbon Footprint.
The stock market sure has an itchy trigger finger when it comes to headlines about the U.S.-China trade war. Although analysts and investors have done their best to price in the uncertainty, any development - positive or negative - can set off a session or more of volatility.Witness Tuesday, Dec. 3, when President Trump said the trade dispute between Washington and Beijing could continue into 2020 - and he threatened new tariffs on other nations. The Dow Jones Industrial Average fell by as much as 458 points on the news.With so many multinationals directly or indirectly exposed to China - either by way of demand, supply or both - the uncertainty of trade negotiations remains a major risk heading into the new year.Naturally, some companies are in a more perilous position than others. Here we take a look at seven of the largest, best-known companies trading in the U.S. that have more than their fair share of worries about the ongoing trade war. SEE ALSO: Every Warren Buffett Stock Ranked: The Berkshire Hathaway Portfolio
Qualcomm (NASDAQ:QCOM) has trended down in recent weeks. Despite hitting its 52-week high in early November, investors are growing skittish again about the company's prospects. While 5G could be a big catalyst going into 2020, regulatory risks remain a huge caveat.Source: Akshdeep Kaur Raked / Shutterstock.com Qualcomm is fighting off an antitrust ruling in the United States. The Federal Trade Commission believes Qualcomm's "no license, no chips" policy is anti-competitive. But Qualcomm is gearing up to fight the ruling early next year.The U.S. isn't the only place Qualcomm is facing regulatory hurdles. South Korea fined Qualcomm $873 million due to similar alleged anti-competitive practices. A South Korean court upheld the fine, but the company plans to fight the ruling. Qualcomm has a lot to lose in these battles. Its main business may be manufacturing mobile chips. But charging cell phone manufacturers royalties is its true profit center.InvestorPlace - Stock Market News, Stock Advice & Trading TipsThis combination of opportunity (5G) and risk (regulatory threats to licensing cash cow) makes Qualcomm a stock tough to analyze. But based on the current valuation, there may be plenty of room for downside. Qualcomm Could Win (or Lose) Big in 2020All bets are off whether Qualcomm "wins big" or "loses big" in 2020. Next year could be crowned the "year of 5G." Apple (NASDAQ:AAPL) and other phone makers plan to launch 5G-enabled smartphones. 5G smartphones are expected account for 51% of total sales by 2023. 5G also opens the door for markets outside of mobile. The rise of internet of things devices provides ample growth opportunity. * 7 Hot Stocks for 2020's Big Trends Will this translate into explosive growth for Qualcomm? The jury's still out. After winning its dispute with Apple, the iPhone maker agreed to resume using Qualcomm modems. But Apple's long-term plan is to build modems in-house.Then there's the China factor. Even if the U.S. "wins" the trade war, Qualcomm could still lose. Thanks to the U.S. export ban, Huawei has reduced its dependence on U.S. chip makers like Qualcomm. Huawei now largely uses modems made in-house. Qualcomm sells mobile chips to some of Huawei's competitors. But given their declining market share, Qualcomm is losing ground in this important mobile market.The tide may be turning for Qualcomm's mobile chip dominance. Add in the ongoing regulatory hurdles, and there's good reason to be cautious about the stock. Qualcomms's FTC AppealWhat are the odds Qualcomm prevails in its appeal? Predicting the outcome of litigation is tough prognostication. Especially if you fall in the "I am not a lawyer" category. But recent news may point to challenges in Qualcomm's case.In a brief filed with the Ninth Circuit Court of Appeals, Intel (NASDAQ:INTC) claims Qualcomm's actions drove it out of the smartphone chip business. Intel says this is why it sold the business to Apple at a "multi-billion dollar loss." This brief provides plenty of ammo for the FTC's case.But other federal agencies could sway the outcome. The Department of Defense and Department of Energy are both on Qualcomm's side. As a "trusted supplier" of 5G technology, both agencies are urging for the court of appeals to pause enforcement of the decision.As I've said previously, the ball's in the (Ninth Circuit) court. It's tough to say whether it will back the FTC or not. But the outcome of this decision has big ramifications for Qualcomm. If the company prevails, expect the stock price to shoot up. Without this ruling hanging over the company, investors will regain their confidence in QTL's future prospects.With 5G opportunities and regulatory risks, it makes sense why Qualcomm trades at its current valuation. Qualcomm's forward price-to-earnings ratio is 28.1. This exceeds Intel's forward P/E of 12.9. But high-flying chip makers like Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) trade at much higher multiples.NVDA trades for 48.6 times forward earnings. AMD trades at a staggering 94.4 times forward earnings. I don't expect Qualcomm to ever reach such frothy levels. But with its 5G potential, Qualcomm could benefit from multiple expansion -- if it can shake off the FTC's attempts to curtail its business. Bottom Line: Qualcomm Is Fairly ValuedAssessing the opportunities and risks for Qualcomm, it's safe to stay shares are fairly valued. Qualcomm's premium to Intel stock is fair, given the company's 5G growth opportunities. But the large discount to high-flying chip names like Nvidia and AMD is also rational. While the jury's out whether Nvidia and AMD will deliver on their growth promises, at least both companies aren't facing potentially crippling regulatory rulings.Qualcomm could soar again if the Ninth Circuit Court rules in its favor. But this is not the end all, be all for Qualcomm. With big phone makers like Apple and Huawei going in-house for modem production, Qualcomm's salad days may already be over.As of this writing, Thomas Niel did not hold a position in any of the aforementioned securities. More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * 7 Hot Stocks for 2020's Big Trends * 7 Lumbering Large-Cap Stocks to Avoid * 5 ETFs for Oodles of Monthly Dividends The post Catalysts, Risks Could Make or Break Qualcomm in 2020 appeared first on InvestorPlace.
After suffering a devastating drop in market value late last year, Nvidia (NASDAQ:NVDA) has been on the recovery track. On a year-to-date basis, Nvidia stock has gained an impressive 57%. However, shares have some ways to go before reaching 2018's highs. Not only that, NVDA has started to stumble recently, printing some red ink in the technical charts.Source: Hairem / Shutterstock.com So, what's going on? Primarily, NVDA stock is a mix of positive and negative news. On the optimistic end of the spectrum, Nvidia turned in a solid earnings report for its third quarter.The semiconductor and tech firm delivered earnings per share of $1.78 and revenue of $3.01 billion. These results handily beat out analysts' expectations for EPS of $1.57 and top-line sales of $2.91 billion.InvestorPlace - Stock Market News, Stock Advice & Trading TipsJust as importantly, management expects Q4 revenues to hit between $2.89 billion to $3.01 billion, representing a substantial lift from Q4 2018 results. Moreover, if sales come in as forecast, it would stop the company's consecutive series of quarterly sales declines. On paper, that's a net positive for Nvidia stock.However, as our own Tom Taulli points out, NVDA stock has many challenges ahead despite recent fundamental improvements. First, Taulli mentions the competitive risks clouding shares. For instance, Advanced Micro Devices (NASDAQ:AMD) has turned up the heat with its premium processors. Plus, big dogs like Intel (NASDAQ:INTC) are encroaching in the artificial intelligence training space, where computers learn various protocols (such as AI-powered cars avoiding obstalces). * 7 Hot Stocks for 2020's Big Trends Second, the overhang of the U.S.-China trade war is incredibly distracting for Nvidia stock. Taulli notes that one consequence is Nvidia's pending acquisition for Mellanox Technologies (NASDAQ:MLNX), which Chinese authorities could block.Still, patient investors have an ace up their sleeve: "real" AI. Appreciating the Granularity of Nvidia StockAlthough NVDA stock admittedly faces competitive threats in AI, it's also well-positioned to dominate the space. That's because the company has substantial expertise in its chipset technologies which power AI platforms. And as these platforms become more sophisticated, Nvidia's chipset leadership should distinguish it from the competition.To understand why, we have to understand the granularity of AI, which is divided into two basic categories: training and inference. Briefly speaking, the former category describes programmers "teaching" computers to respond to pre-defined data sets. But the latter describes true AI. It involves computers taking training material and applying it to variable conditions and "stimuli."For instance, you can train an automotive AI system to recognize road markings, traffic signals, and pedestrians. But with inference, an AI-driven vehicle can turn to avoid a suicidal person lunging for the car. Essentially, inference platforms "know" what to do.Although we're some time away from human-like droids, inference-based AI platforms have practical applications in the here and now. Obviously, though, these data-intensive initiatives require capable processors. That's the long-term upside potential for NVDA.Furthermore, according to a McKinsey & Company study, the AI market offers big pathways for growth. In their words, it's the best opportunity for the semiconductor industry "in decades." And the opportunity will be decisively geared more toward inference-processing hardware over AI training hardware. Theoretically, this benefits NVDA stock while providing at least a temporary moat against many competitors.As data processing for these advanced initiatives become more resource-intensive, we may see more consolidation in the industry. If this occurs, it's a natural tailwind for Nvidia stock. After all, the underlying company is on track to spend over $2.7 billion in research and development, far more than smaller competitors like AMD. Opportunities Abound for the Big DogsAnother note about the competition: I wouldn't excessively worry about Intel's encroachment into AI. This space is more than big enough to accommodate several big dogs of tech.With AI, most folks probably think in terms of accretive or disruptive applications, such as smart grids or self-driving taxis. However, AI is also incredibly pertinent to defense and security.We learned this the hard way from vicious terrorist attacks that occurred in Europe over the past holiday weekend. One of the themes that have popped up in the aftermath is resource distribution. Simply put, law enforcement agencies are stretched far too thin, allowing would-be terrorists to slip through the cracks.One of the most profound implications of AI is preventative counterterrorism. With Nvidia's innovations in facial recognition, combined with future developments in behavioral predictability platforms, societies can eventually recognize a threat before it activates.Of course, what I'm discussing is years down the line. Still, Nvidia is hard at work developing tomorrow's technologies today. If you're willing to ride out some chop, NVDA stock has serious long-term potential.As of this writing, Josh Enomoto did not hold a position in any of the aforementioned securities. More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * 9 Tech Stocks You Wish You'd Bought During 2019 * 5 Under-the-Radar Marijuana Stocks With Over 100% Upside * Watch These 5 STARS Stocks as They Change the Future The post Real AI Expertise Is the Difference Maker for Nvidia Stock appeared first on InvestorPlace.
I have to wonder if the advent of increased exposure to technology has something to do with the incredibly broad lack of situational awareness.
Todd Gordon of TradingAnalysis.com shared with the viewers of CNBC's "Trading Nation," his bullish options strategy in Advanced Micro Devices, Inc. (NASDAQ: AMD ). The stock broke its long-term ...
Chipmaker Advanced Micro Devices is likely to continue taking market share from rival Intel in the year ahead, but AMD stock is probably fully valued now, a Wall Street analyst said.
Some companies spend to gain market share, while others burn cash to beat quarterly earnings estimates.
Real Madrid vs Barcelona, The Beatles vs The Stones – our cultural landscape is filled with intense rivalries which arouse the tribal instincts in us all. Almost everyone has an opinion, and a favorite to go along with it.Add to this list then, CPU giants Intel (INTC) and Advanced Micro Devices (AMD). The two are the only major players regularly fighting it out in the CPU market. Although Intel’s market cap is almost 5 times bigger than AMD’s, the latter has been making big strides this year.Stock Comparison Tool | TipRanksAMD has taken advantage of Intel’s shortages in the low end of the PC market this year and has eaten away at Intel’s traditional dominance. Add to this the recent reports of AMD processors outselling Intel’s by 5 to 1 in Germany’s large Mindfactory stores, along with a recent survey by the European Hardware Association (EHA) which concluded 60% of tech enthusiasts expressed a preference for AMD desktop processors over its rival, and a trend becomes apparent.Both companies recently unleashed new products on the market. AMD launched its 7nm Threadripper 3970/3960 series for the high-end desktop market, while not to be outdone, Intel launched its new Cascade Lake-X processor, the 18-core Core i9-10980XE.5-star Mizuho analyst Vijay Rakesh recently took a look at both and had some key takeaways; in gaming, the Intel units had the upper hand, its processor faster than AMD’s by 15-20%. In a growing industry with an estimated 1.0-1.5B PC gamers globally, Intel is well positioned to benefit. On the other hand, the Threadrippers’ increased cores and faster rendering times make it very attractive to the 70-80 million content creators on YouTube or Instagram.Pricewise, Intel came out in top, with the analyst noting, “Desktop Intel core i9 is priced at ~$488-$979, decent price/performance versus new AMD 7nm (36core/64Threads) high-end Desktop 3970X at $1399+ or the DT Ryzen 9 generation 3950 at $749--and INTC is also aggressive with Cascade Lake pricing.”Rakesh concluded, “Even though we believe AMD is ramping a solid, broad, product portfolio with 7nm, INTC, with legacy 14nm, is still price-competitive with good performance, and ramping new 10nm NB/mobile i3/i5/i7. KEY for INTC stock, in our view, would be 1) ramping its 10nm Ice Lake Server and Desktop, and also 2) closing the gap with 10nm PCIe4.0/38cores in 2H20.”To this end, the top-rated analyst maintained a Buy rating on INTC, along with a $64 price target, which implies about 14% upside from current level. Rakesh, on the other hand, thinks AMD’s surge has run its course for now, and maintained a Neutral rating on the stock, along with a target price of $38. (To watch Rakesh’s track record, click here)To find other good ideas for tech stocks trading at fair value or better, visit TipRanks’ Best Stocks to Buy, a newly launched tool that unites all of TipRanks’ equity insights.
With the 2010s officially drawing to a close, Yahoo Finance took a look at some of the biggest S&P 500 winners and losers of the past decade based on price returns.
The Dow Jones today closed lower after new Trump comments on the U.S.-China trade deal. Apple stock sank on increased chances of new tariffs.
The AWS Graviton2 processor, which is estimated to be seven times faster than its previous chip, uses technology from SoftBank Group Corp-owned Arm Holdings. Reuters reported last week that Amazon was looking to design a data center processor chip to power its cloud unit. Data center processor chips are used in cloud computing, an area that is fast emerging as a big business.
(Bloomberg) -- Amazon.com Inc.’s cloud unit keeps trying to eat away at Intel Corp.’s stranglehold on the server chip market.Amazon Web Services has developed a more powerful version of its own chips to power services for cloud-computing customers, as well as some of AWS’s own programs. AWS Chief Executive Andy Jassy on Tuesday introduced a second-generation chip, called Graviton2, aimed at general-purpose computing tasks. He didn’t specify a release date.The company last year unveiled its first line of Graviton chips, which it said would support new versions of its main EC2 cloud-computing service. Prior to that, Amazon -- and other big cloud operators -- had almost exclusively used Intel Xeon chips. The company said at the time that the Graviton-backed cloud service would be available at a “significantly lower cost” than existing offerings run on Intel processors.Intel’s chips account for more than 90% of the server chip market and handle most tasks at the biggest cloud providers including Amazon, Microsoft Corp. and Alphabet Inc.’s Google. But these companies are also announcing plans to use Intel’s main rival Advanced Micro Devices Inc. AMD has forecast it will top 10% in server processor market share by mid-2020, a target that analysts at Instinet LLC said in a note is achievable.Jassy said on Tuesday that Intel is “a very close partner,” but that to push the envelope on prices, “we had to do some innovating ourselves.”Amazon is using its 2015 acquisition of startup Annapurna Labs, which Jassy called a “a big turning point for us,” to design its own chips. The new processor uses technology from SoftBank Group Corp. unit ARM Holdings, a standard that dominates in mobile phones.\--With assistance from Ian King.To contact the reporters on this story: Matt Day in Seattle at email@example.com;Dina Bass in Seattle at firstname.lastname@example.orgTo contact the editors responsible for this story: Robin Ajello at email@example.com, Alistair BarrFor more articles like this, please visit us at bloomberg.com©2019 Bloomberg L.P.
The principal tasks of artificial intelligence (AI) are training and inferencing. Training an AI model ensures that it can perform its designated inferencing task—such as recognizing faces or understanding human speech—accurately and in an automated fashion. Inferencing is big business and is set to become the biggest driver of growth in AI.