Advanced Micro Devices AMD

Advanced Micro Devices, Inc. es una empresa global de semiconductores. Los productos de la empresa incluyen microprocesadores x86 (CPUs), unidades de procesamiento acelerado (APUs), unidades de procesamiento gráfico discretas (GPUs), productos semi-personalizados System-on-Chip (SOC) y chipsets para el mercado de computadoras personales (PC), juegos, centros de datos y otros mercados. Los segmentos de la empresa incluyen el segmento de Computación y Gráficos, y el segmento de Empresa, Integrado y Semi-Personalizado. El segmento de Computación y Gráficos incluye principalmente procesadores y chipsets de escritorio y portátiles, unidades de procesamiento gráfico discretas e integradas (GPUs), GPUs para centros de datos y profesionales, y servicios de desarrollo. El segmento de Empresa, Integrado y Semi-Personalizado incluye principalmente procesadores de servidor y embebidos, productos semi-personalizados SoC, servicios de desarrollo y tecnología para consolas de juegos.

• The Motley Fool 2 oct

  This ETF Has Quietly Become One of the Best Ways to Invest in Artificial Intelligence

  The article argues that the Global X Artificial Intelligence & Technology ETF (AIQ) offers a better approach to AI investing than concentrated semiconductor-focused ETFs. With $1 trillion in expected AI spending by 2026, the author recommends broad exposure to the AI theme across multiple segments including software, cloud computing, and hardware rather than betting on individual winners.

  

• The Motley Fool 1 oct

  The Semiconductor ETF's 2026 Return Is About 3 Times Nvidia's

  The VanEck Semiconductor ETF (SMH) returned approximately 69% in 2026, significantly outperforming its largest holding Nvidia, which gained only 23%. The outperformance was driven by smaller positions like Micron (up 276%), Intel (up 223%), and AMD (up 181%), which together accounted for about half the fund's gains despite representing only 14% of assets. The fund's 20% position cap on any single stock and exposure to the broader semiconductor industry, including cyclical memory chip makers, enabled it to beat Nvidia's returns.

  

• Zacks Investment Research 1 oct

  Buy Micron Stock After AI Memory Demand Fuels Record Q4 Results?

  Micron Technology reported record Q4 earnings of $33.42 per share and revenue of $54.23 billion, driven by surging demand for high-bandwidth memory (HBM) and data-center storage. The company projects Q1 2027 revenue of $61.5 billion with continued strong growth, while trading at an attractive 7X forward earnings multiple despite its 250% year-to-date rally.

  

• The Motley Fool 1 oct

  Applied Materials vs. AMD: Which AI Semiconductor Stock Is a Better Buy in 2026?

  Applied Materials and AMD offer different exposure to AI semiconductor demand. Applied Materials supplies chip manufacturing equipment with a lower valuation (P/E 23.4x) and improving growth trajectory, while AMD designs processors with faster 2025 revenue growth (34.3%) but faces potential shareholder dilution from OpenAI and Meta warrants covering ~20% of shares outstanding. The author recommends Applied Materials as the better buy, though both stocks have merit for long-term diversified portfolios.

  

• The Motley Fool 1 oct

  Had You Bought This Vanguard ETF at the Start of January, You'd be Obliterating the S&P 500 in 2026

  The Vanguard Information Technology ETF (VGT) has returned 32.7% year-to-date in 2026, significantly outperforming the S&P 500's 12.2% gain, driven by AI-related tech stocks. However, the article cautions against overconcentration in tech due to emerging risks including potential data center legislation and a shift toward cheaper AI models that could reduce chip demand.