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Search resuls for: "AMD Data Center"


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☆ Nvidia earnings scare away AMD, Intel investors as legacy chipmakers lose ground in AI
  + stars: | 2023-08-24 | by ( Kif Leswing | ) www.cnbc.com   time to read: +4 min
Developers in the world of artificial intelligence can't get enough of Nvidia's processors. "NVDA Data Center revenues are now expected to be more than double INTC+AMD Data Center revenues combined, underscoring the growing importance of accelerators for today's Data Center customers," Deutsche Bank analyst Ross Seymore wrote in a note on Thursday. Nvidia is now expected to post $12 billion in data center sales in the current quarter, according to FactSet data. AMD and Intel are trying to stay relevant in the AI market, but it's a struggle. Like Intel, AMD faces a timing challenge.
Persons: Nvidia's, Ross Seymore, Pat Gelsinger, it's, Raj Joshi, Morgan Stanley, Joseph Moore, Moore Organizations: Nvidia, AMD, Intel, Meta, Microsoft, today's Data Center, Deutsche Bank, Moody's Investors Services, Marvel Locations: French
☆ Here are Wednesday's biggest analyst calls: Apple, Tesla, SoFi, ServiceNow, Meta, Netflix, Splunk and more
  + stars: | 2023-06-14 | by ( Michael Bloom | ) www.cnbc.com   time to read: +12 min
Piper Sandler initiates Domino's as overweight Piper said it sees an attractive risk/reward for Domino's shares. Piper Sandler reiterates Meta as outperform Piper Sandler raised its price target on the stock to $310 per share from $270 and said ad spend is "holding up." Citi downgrades Logitech to neutral from buy Citi downgraded the stock due to the unexpected departure of CEO Bracken Darrell. Citi reiterates Accenture as buy Citi said the Dublin-based IT company is an AI beneficiary. Piper Sandler initiates Bentley Systems as overweight Piper said the company is a "high quality industrial software franchise operating with scale."
Persons: Piper Sandler, Piper, Wolfe, it's bullish, Bernstein, Gordon Haskett downgrades, Gordon Haskett, Needham, ServiceNow, Bracken Darrell, Guy Gecht, Raymond James, Dave, Buster's, Riley downgrades Cinemark, Riley, Li, Morgan Stanley, Tesla, Splunk, TD Cowen, Wingstop, Cowen, it's, Estée Lauder, Berenberg, Roth, Morgan, Bud Light Organizations: Barclays, Netflix, FedEx, Apple, TAM, Citi, Logitech, Materials, SVB Securities, PayPal, Linde, LIN, Bank of America, Oculis, Dave, Cinemark Holdings, Inc, Accenture, IT Services, Li Auto Citi, China, Li, SSS, Bentley Systems, Photonics, Technologies, AMD Data Center, JPMorgan, DG, Anheuser, Busch InBev, Molson Coors, & $ Locations: 3Q22, 4Q22, 2H23, Latin America, Dublin, Bergamo
☆ AMD data center performance is strong, but consumer looks 'so weak,' says Jim Cramer
  + stars: | 2022-11-02 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAMD data center performance is strong, but consumer looks 'so weak,' says Jim Cramer'Mad Money' host Jim Cramer and the 'Squawk on the Street' team discuss shares of AMD after the company reported third-quarter earnings on Tuesday.
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