AMD Stock Downgraded On AI Chip Competition, Weakening PC Sales

Blockhead12-10

Advanced Micro Devices (AMD) stock slid on Monday after a Wall Street analyst downgraded the chipmaker to neutral from buy on "downside risks" to 2025 expectations. Risks to AMD stock include ...

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Risks to AMD stock include ...</p>\n\n<a href=\"https://www.investors.com/news/technology/amd-stock-downgraded-rising-risks/\">网页链接</a>\n\n</div>\n","source":"investor_business_daily_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Stock Downgraded On AI Chip Competition, Weakening PC Sales</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD Stock Downgraded On AI Chip Competition, Weakening PC Sales\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-10 00:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/news/technology/amd-stock-downgraded-rising-risks/><strong>Blockhead</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices (AMD) stock slid on Monday after a Wall Street analyst downgraded the chipmaker to neutral from buy on \"downside risks\" to 2025 expectations. Risks to AMD stock include ...</p>\n\n<a href=\"https://www.investors.com/news/technology/amd-stock-downgraded-rising-risks/\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AMD","symbol_name":"美国超微公司","start_time":0,"source_url":"https://www.investors.com/news/technology/amd-stock-downgraded-rising-risks/","article_id":"2490777489","we_media_id":null,"thumbnails":["https://www.investors.com/wp-content/uploads/2024/12/Stock-AMD-elcapitansupercomputer-01-company-150x150.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2490777489","pubTimestamp":1733761364,"columns":[{"name":"芯片","id":11,"label_key":null}],"sourceInfo":{"source_id":"investor_business_daily_highlight","name":"Investor’s Business Daily"},"weMediaInfo":null,"summary":"AMD stock slid Monday after an analyst downgraded the chipmaker to neutral from buy on \"downside risks\" to 2025 expectations.","collect":0,"end_time":0,"defaultTopTitle":"investors.com","property":["rate","earning"],"viewcount":null,"language":"en","relate_stocks":{"AMD":"美国超微公司","PC":"Premium Catering (Holdings) Ltd.","GFS":"GLOBALFOUNDRIES Inc."},"translate_title":"AMD股票因人工智能芯片竞争而被下调，PC销售疲软","themeId":"3805fbb8b1704ea4c5f802c704a7a2bb","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMD":1,"GFS":1,"PC":1},"content_text":"Advanced Micro Devices (AMD) stock slid on Monday after a Wall Street analyst downgraded the chipmaker to neutral from buy on \"downside risks\" to 2025 expectations. Risks to AMD stock include competition in artificial intelligence chips and weakening personal computer sales, BofA Securities said.\nBofA analyst Vivek Arya lowered his rating on AMD stock and cut his price target to 155 from 180. He also trimmed his sales and earnings estimates for the company.\n\n\n\n↑\nX\n\n\n\n\nHow To Stand On The Shoulders Of Market Giants With Options Trades\n\n\nSee All Videos\n\n\n\n\nNOW PLAYING\nHow To Stand On The Shoulders Of Market Giants With Options Trades\n\n\n\n\nIn morning trades on the stock market today, AMD stock fell more than 4% to 132.51.\nIn the AI chip market, AMD faces stiff competition from market leader Nvidia (NVDA) and custom-chip makers Broadcom (AVGO) and Marvell Technology (MRVL), Arya said in a client note.\n\"AMD's pipeline remains 1 year-plus behind Nvidia's (which is accelerating) and lacks a competitive networking (switching, optics) portfolio,\" he said. \"Longer term, we continue to see Nvidia at 80%-plus accelerator share, custom chips at 10-15%, with the remaining shared by AMD and a range of startups.\"\nAlso, a possible PC market correction in the first half of 2025 could weigh on AMD, he said. On the positive side, AMD could benefit from struggles at rival Intel (INTC), Arya said.\nLast Wednesday, Mizuho Securities analyst Vijay Rakesh lowered his price target on AMD stock to 180 from 185 but kept his outperform rating. He said he was moderating his outlook for the first quarter and full year 2025 to be more in line with consensus estimates.\nAMD stock ranks No. 13 out of 39 stocks in IBD's fabless semiconductor industry group, according to IBD Stock Checkup. It has a mediocre IBD Composite Rating of 62 out of 99.\n\nFollow Patrick Seitz on X, formerly Twitter, at @IBD_PSeitz for more stories on consumer technology, software and semiconductor stocks.\nYOU MAY ALSO LIKE:\nNvidia Stock Falls As China Opens Antimonopoly Probe\nSoundHound Makes Itself Heard On Wall Street With Voice AI\nSee Stocks On The List Of Leaders Near A Buy Point\nFind Winning Stocks With MarketSurge Pattern Recognition & Custom Screens\nJoin IBD Live For Stock Ideas Each Morning Before The Open","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2490777489"}