HSBC says AMD can’t compete with Nvidia in 2025, double …

Jan 8, 2025 · AMD is unlikely to have an AI rack solution to compete with Nvidia’s NVL rack platform until late 2025 or early 2026, the firm says. As such, it lowered its “previous bullish” …

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AMD Faces AI Roadblocks: HSBC Slashes Price Target By Nearly 50%

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Jan 8, 2025 · Adding insult to injury, AMD's next-gen AI GPU and rack solutions likely won't make a splash until late 2025 or early 2026, further delaying the company's ability to grab …

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AMD Stock Down As HSBC Cuts Rating On Less Competitive AI …

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Jan 8, 2025 · As a result, the team has lowered its forecast for AMD's AI GPU revenue in fiscal 2025 year (FY25) from $12.3 billion to $8.1 billion, which is significantly below the consensus …

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AMD Stock Down As HSBC Cuts Rating On Less Competitive AI …

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Jan 8, 2025 · Investing.com -- HSBC analysts on Wednesday downgraded AMD (NASDAQ:AMD) stock to Reduce from Buy, and nearly halved their price target to $110 from $200, citing a less …

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AMD Stock Tumbles On Analyst’s Double Downgrade Flagging AI …

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Jan 8, 2025 · Advanced Micro Devices Inc. (AMD) stock tumbled more than 3% in pre-market trading on Wednesday after HSBC analysts double downgraded the stock to ‘Reduce’ from …

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HSBC Analyst Revises AMD Stock Price Amid 'less Competitive

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Jan 8, 2025 · Amid the HSBC downgrades, investors appear rattled, with the stock down almost 3% in pre-market trading, valued at $124. AMD one-day stock price chart. Source: Google …

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Wall Street's Top 10 Stock Calls This Week - Saturday, Jan. 11

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4 days ago · 2. HSBC Says AMD Can't Compete with Nvidia in 2025, Double Downgrades Shares. HSBC downgraded AMD to Reduce from Buy with a price target of $110, down from …

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Did AMD Just Say "Checkmate" To Nvidia? | The Motley Fool

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2 days ago · When it comes to semiconductor stocks, odds are that companies such as Nvidia (NVDA-1.97%) and Advanced Micro Devices (AMD 1.10%) are the first that come to mind. …

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FAQs about HSBC says AMD can’t compete with Nvidia in 2025, double … Coupon?

Will AMD's AI rack platform compete with Nvidia's NVL rack platform?

AMD is unlikely to have an AI rack solution to compete with Nvidia’s (NVDA) NVL rack platform until late 2025 or early 2026, the firm says. As such, it lowered its “previous bullish” fiscal 2025 AI GPU revenue forecast from $12.3B to $8.1B, which is significantly below the consensus estimate of $9.5B. ...

Will HSBC see a downside to AMD's AI GPU momentum in 2025?

In particular, the firm sees downside to AMD’s AI GPU momentum in the first half of 2025 given “lukewarm demand” for the company’s new MI325 GPU. HSBC expects AMD to see lower high-bandwidth memory in MI325 due to Samsung’s ongoing struggles with ramping up its higher spec HBM3e. ...

Why is HSBC optimistic about Nvidia's AI GPU roadmap?

A key factor in HSBC's optimism is Nvidia's recent adjustments to its AI GPU roadmap. Nvidia has pushed out some of its AI GPU platforms to late 2025, which HSBC says opens the door for AMD to narrow the competitive gap. ...

Will Nvidia push out AI GPUs in 2025?

Nvidia has pushed out some of its AI GPU platforms to late 2025, which HSBC says opens the door for AMD to narrow the competitive gap. AMD's acquisition of ZT Systems is seen as a strategic move that could help the company develop rack-scale infrastructure earlier than expected, providing a further competitive edge. ...

Is HSBC lowering AI GPU revenue forecast for AMD?

HSBC lowered its fiscal 2025 AI GPU revenue forecast for AMD to $8.1 billion from $12.3 billion, well below the $9.5 billion analyst consensus. AMD is expected to report 2024 fourth-quarter earnings in late January or early February, based on the timing of its results last year. ...

Why did HSBC downgrade AMD (AMD) stock?

Investing.com -- HSBC analysts on Wednesday downgraded AMD (NASDAQ:AMD) stock to Reduce from Buy, and nearly halved their price target to $110 from $200, citing a less competitive AI GPU roadmap. ...