Advanced Micro Devices’ (NASDAQ: AMD) news cycle gained momentum following its AI event in early June, and the share prices are following suit. The takeaway is that the MI350 line lives up to the expectation, but the upcoming MI400 is the critical development.  It is the culmin....
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The Early Bird Newsletter
The Early Bird Newsletter

Thursday, June 26th

Good Morning

Equity markets were relatively steady on Wednesday as participants awaited the next major market-moving event. The likely answer is the Q2 earnings reporting cycle, which is scheduled to start soon. The forecasts for Q2 earnings growth are diminished, but growth is expected, and it may be better than the consensus estimates indicate. Analysts have set a low bar due to the unknown impact of Trump's tariffs, while economic data reveals a resilient consumer.

This week's hurdle is still the PCE price index on Friday. The index is expected to reveal that inflation accelerated compared to the previous year, contrary to an expectation for the FOMC to cut rates this year. At best, the FOMC may cut rates a single time, by 25 basis points, despite the rhetoric, unless inflation or labor markets cool significantly. Until then, they are in a wait-and-see mode to see what the net result of Trump's economic, trade, and geopolitical policies will be.

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Markets

Analysts Supercharge AMD Stock Ahead of Q2 AI Catalyst

Advanced Micro Devices’ (NASDAQ: AMD) news cycle gained momentum following its AI event in early June, and the share prices are following suit. The takeaway is that the MI350 line lives up to the expectation, but the upcoming MI400 is the critical development.  It is the culmin...

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Markets

Top 3 Bank Stocks to Watch as Fed Rate Cuts Loom

According to the CME Fed Watch tool, the odds that the Federal Reserve will cut interest rates in July are only about 20%. However, those odds move to around 68% in September. And by October, many analysts factor in a 50% chance that rates will be 50 basis points (0.5%) lower than they are today.&...

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Markets

ASML Keeps Buying Back Its Own Stock—Chasing Discount and Upside

The technology sector in the United States stock market has become one of the most institutionalized spaces today, with significant funds and “smart money” concentrated in a few names within the semiconductor and chipmaking industries. Given this context, investors cannot rely on the too...

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From Our Partners

Elon’s BIGGEST warning yet?

Tesla's About to Prove Everyone Wrong... Again

Back in 2018, when Jeff Brown told everyone to buy Tesla…

The "experts" said Elon was finished and Tesla was headed for bankruptcy.

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Markets

AeroVironment Will Hit New Highs This Year: Bull Flag Confirmed

AeroVironment’s (NASDAQ: AVAV) stock price is expected to reach a new high this year, as the Q4 results and guidance have affirmed bullish analysts' expectations, resulting in a bullish technical signal with significant upside implications. The signal is a Bullish Flag Pattern, a continuat...

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Stocks

World shares are mixed as markets take a breather after their recent wild ride

World shares were mixed on Thursday and the U.S. dollar weakened as investors caught their breath following recent bouts of volatility. Traders were turning to U.S. updates on durable goods orders, jobs and consumer spending and what say about how President Donald Trump’s higher tariffs are affectin...

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Markets

Middle East conflict highlights how vastly the global energy supply has changed in recent years

Iran launched missiles at a U.S. military base in Qatar on Monday, threatening to stoke a wider conflict in the Middle East, a region that supplies the world with about a third of the oil used globally every year

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Markets

Fannie Mae, Freddie Mac ordered to consider crypto as an asset when buying mortgages

The head of the federal government agency that oversees Fannie Mae and Freddie Mac wants the mortgage giants to consider accepting a homebuyer’s cryptocurrency holdings in their criteria for buying mortgages from banks

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Tech

College graduates face toughest job market in more than a decade as hiring slows

While completing a master’s degree in data analysis, Palwasha Zahid moved from Dallas to a town near Silicon Valley. The location made it easy to visit the campuses of tech stalwarts such as Google, Apple, and Nvidia. Zahid, 25, completed her studies in December, but so far she hasn't found a job in...

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Markets

Europeans angry with Musk still aren't buying his cars as Tesla sales drop for fifth month in a row

Europeans still aren't buying Teslas with figures out Wednesday showing sales plunged for a fifth month in a row in May, a blow to investors who had hoped anger toward Elon Musk would have faded by now.Tesla sales fell 28% last month in 30 European countries even as the overall market for electric v...

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Markets

Uber and Tesla Surge on Robotaxis, Analyst Touts Texas Rides

In a big week for robotaxi bulls, Uber Technologies (NYSE: UBER) and Tesla (NASDAQ: TSLA) officially began their automated ride-sharing operations in two key geographies. Both these names saw strong gains in their shares as a result. On June 24, Uber closed up over 7%. On June 23, Tesla shares en...

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Thursday's Early Bird Stock Of The Day

A Stock With Recent Earnings Beat:Advanced Micro Devices (NASDAQ:AMD)

Advanced Micro Devices

Advanced Micro Devices, Inc. operates as a semiconductor company worldwide. It operates through Data Center, Client, Gaming, and Embedded segments. The company offers x86 microprocessors and graphics processing units (GPUs) as an accelerated processing unit, chipsets, data center, and professional GPUs; and embedded processors, and semi-custom system-on-chip (SoC) products, microprocessor and SoC development services and technology, data processing unites, field programmable gate arrays (FPGA), ...

Should I Buy Advanced Micro Devices Stock? AMD Bull and Bear Case Explained

These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of Advanced Micro Devices was last updated on Thursday, June 26, 2025 at 1:05 AM.

Advanced Micro Devices Bull Case

  • The company reported a revenue of $7.44 billion in the latest quarter, exceeding analysts' expectations of $7.10 billion, indicating strong financial performance.
  • Advanced Micro Devices, Inc. has a return on equity of 8.30%, which suggests effective management in generating profits from shareholders' equity.
  • The firm has authorized a stock repurchase plan of $6.00 billion, which often signals that management believes the stock is undervalued, potentially leading to an increase in stock price.
  • Recent analyst upgrades have raised the price target for the stock, with Barclays increasing it from $110.00 to $130.00, reflecting positive market sentiment.
  • The current stock price is approximately $95.47, which may present a buying opportunity for investors looking to enter at a lower price point before potential growth.

Advanced Micro Devices Bear Case

  • Despite strong revenue growth of 35.9% year-over-year, the net margin stands at 8.03%, which may indicate that profitability is not keeping pace with revenue growth.
  • Insider ownership is relatively low at 0.06%, which could suggest a lack of confidence from executives in the company's future performance.
  • Some analysts have downgraded their price targets, with Susquehanna reducing theirs from $150.00 to $135.00, indicating mixed sentiments in the market.
  • The semiconductor industry is highly competitive, and Advanced Micro Devices, Inc. faces significant pressure from rivals, which could impact future growth and market share.
  • With a consensus rating of "Moderate Buy," there may be a lack of overwhelming confidence among analysts, which could lead to volatility in stock performance.
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