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AMD or SanDisk: One Chip Stock Is Worth Buying, the Other Is a Red Flag, Says Top Investor

Few corners of the market have produced bigger winners this year than AI chips and memory, yet Advanced Micro Devices (NASDAQ:AMD) and Sandisk (...

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benzinga.com

markets.businessinsider.com

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markets.businessinsider.comStai leggendo13 h fa

AMD or SanDisk: One Chip Stock Is Worth Buying, the Other Is a Red Flag, Says Top Investor

Analyst Foord rates AMD strong sell despite revenue growth: margins stuck at 56% amid Chinese competition and hyperscaler custom processors. SanDisk gets strong buy as multiyear contracts reduce NAND cyclicality and support pricing power for booming AI infrastructure demand.

originale

benzinga.com2 g fa

Chip Stocks Find Buyers After Earnings Shock Shakes Out AI Trade - Intel (NASDAQ:INTC), Advanced Micro De

AMD posted record data center revenue but Q3 guidance disappointed; global chip sales hit $403.3B Q2 2026 (+35.1%). Supply tightness and U.S. policy require selectivity—evaluate AI infrastructure plays against realistic capacity and sourcing constraints for procurement roadmaps.

Timeline cronologica

venerdì 7 agosto 2026·benzinga.com
Chip Stocks Find Buyers After Earnings Shock Shakes Out AI Trade - Intel (NASDAQ:INTC), Advanced Micro De
Chip stocks attempt to stabilize after AI trade volatility. Rate pause hopes and strong AI demand offset recent earnings guidance jitters.
domenica 9 agosto 2026·markets.businessinsider.com
AMD or SanDisk: One Chip Stock Is Worth Buying, the Other Is a Red Flag, Says Top Investor
Few corners of the market have produced bigger winners this year than AI chips and memory, yet Advanced Micro Devices (NASDAQ:AMD) and Sandisk (...