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Paul Meeks - 1 there's - 1 Kim Forrest - 1 Forrest - 1 who's - 1 Meeks - 1 chipmaker - 1 Capital Management's JoAnne Feeney - 1
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☆ Nvidia isn't the only game in town. Investors advise against overlooking these other AI beneficiaries
  + stars: | 2023-09-04 | by ( Samantha Subin | ) www.cnbc.com   time to read: +5 min
Nvidia can't stop stunning Wall Street and the investing community in 2023, but portfolio managers say don't let the excitement overshadow other potential AI winners. "Theme after theme, transition after transition, the strong usually gets stronger," said Paul Meeks, portfolio manager at Independent Solutions Wealth Management. Some retail and professional investors seemed to interpret the news as a sign that it's "game over" for some of the other AI chipmakers, Forrest said. Forrest, who's on the hunt for growth at a reasonable price, points to companies like Advanced Micro Devices, Micron Technology . On the AI chip theme, Meeks also points to Broadcom , Marvell Technology and Taiwan Semiconductor , a major supplier for Nvidia, as other ways to play the trend.
Persons: Paul Meeks, there's, Kim Forrest, Forrest, who's, Meeks, chipmaker, Capital Management's JoAnne Feeney, Feeney, it's Organizations: Nvidia, Independent Solutions Wealth Management, Intel, Devices, Broadcom, Marvell Technology, Bokeh Capital Partners, Micron Technology, AMD MU, AMD, MU, Taiwan Semiconductor, Capital, Google
☆ AMD delivers a Q4 beat amid industry headwinds, validating the Club investment case
  + stars: | 2023-01-31 | by ( Jeff Marks | ) www.cnbc.com   time to read: +7 min
But the deal was ultimately necessary for AMD, as it helped it expand its data center business, boost margins, and further diversify away from PCs. Bottom line Despite facing industry-wide headwinds, including a chip glut and soft PC demand, AMD managed to outperform low expectations. Q4 segment results Data center revenues increased 42% but were a little softer than what analysts had forecasted. Sequentially, embedded revenues are expected to increase, providing some upside, while gaming and PC revenues are expected to decline, consistent with seasonality. No specific financial guidance was provided for the full year of 2023, but management expects the data center and embedded segments to grow year-over-year.
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