Summary: Zacks Analyst Blog highlights AMD's growth in data center business, competition with NVIDIA.

From NASDAQ: 2025-04-04 09:00:00

Zacks.com featured stocks like AMD, NVIDIA, Microsoft, Meta Platforms, and Oracle in its Analyst Blog, highlighting AMD’s growth in the data center business and competition with NVIDIA in the GPU market. With AI adoption boosting both AMD and NVIDIA, the long-term potential for growth is significant, especially for NVIDIA with its leading position in the GPU market.

AMD’s MI300X chips are being used by Microsoft Corp. and Meta Platforms, while Oracle signed a multi-billion dollar contract for AMD’s MI355X GPUs, posing competition to NVIDIA. AMD’s data center business saw a 94% growth in revenue, making its shares a potential buy despite facing challenges in other segments.

Although AMD stock is trading at a lower valuation compared to NVIDIA, challenges in gaming and embedded segments, along with competition in the traditional computing market, may hinder its growth. New entrants should be cautious when considering AMD stock, which currently holds a Zacks Rank #3 (Hold).

Zacks Investment Research has identified 7 elite stocks, including AMD and others, as the “Most Likely for Early Price Pops.” These stocks have historically outperformed the market, with an average gain of +23.9% per year since 1988. Investors are advised to give these stocks immediate attention for potential gains.



Read more at NASDAQ: The Zacks Analyst Blog Highlights AMD, NVIDIA, Microsoft, Meta and Oracle