AMD Stock Falls 3% After Cut at Northland As AI "Not As Big As Investors Are Thinking"

Investing.com2024-01-22

AMD was cut to Market Perform by Northland Capital on Monday, with the firm removing its price target for the stock, saying AI is not as big as investors are thinking.

AMD stock fell 3% in morning trading.

"It's really big, just not as big as investors are thinking," analysts at Northland Capital said in a research note.

"While chip prices are cyclically driven by supply and demand, they are flat over the long term," the analysts noted. "We also believe that AI demand in CY23 was overstated due to double ordering."

"We forecast AI chip revenue of $125B in CY27 and model AMD with $16B in AI revenue and a 13% market share," they added.

Northland believes AMD's shares reflect much higher AI revenue in CY27 than their forecast. With AMD's shares $6 above the firm's previous price target and significantly above its upgrade from 7/5/23 before NVDA's blowout quarter, the firm decided to downgrade the stock.

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Comments

adrianyeo
2024-01-23
adrianyeo
if you guys think ai is not that big, then ur stupid hahahaha, while software is more important than hardware, to power software there must prevailing hardware.
Guavaxf30
2024-01-23
Guavaxf30
End of the month earnings report will be watched very intensely. With the huge run-up, markets may react extremely negatively if the results are not greater than expected.
nywles
2024-01-23
nywles
Thanks
Bodoh
2024-01-23
Bodoh
And hardware is not as big as software
MIe
2024-01-22
MIe
Buy amd dip

Leave a comment

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Please sign in or upgrade to SI Premium to view.)","content":"<html><head></head><body><p>AMD was cut to Market Perform by Northland Capital on Monday, with the firm removing its price target for the stock, saying AI is not as big as investors are thinking.</p><p>AMD stock fell 3% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b54f857b68e0bf73342fae8d164bd3e\" tg-width=\"789\" tg-height=\"628\"/></p><p style=\"text-align: left;\">&#34;It&#39;s really big, just not as big as investors are thinking,&#34; analysts at Northland Capital said in a research note.</p><p style=\"text-align: left;\">&#34;While chip prices are cyclically driven by supply and demand, they are flat over the long term,&#34; the analysts noted. &#34;We also believe that AI demand in CY23 was overstated due to double ordering.&#34;</p><p style=\"text-align: left;\">&#34;We forecast AI chip revenue of $125B in CY27 and model AMD with $16B in AI revenue and a 13% market share,&#34; they added.</p><p style=\"text-align: left;\">Northland believes AMD&#39;s shares reflect much higher AI revenue in CY27 than their forecast. With AMD&#39;s shares $6 above the firm&#39;s previous price target and significantly above its upgrade from 7/5/23 before NVDA&#39;s blowout quarter, the firm decided to downgrade the stock.</p></body></html>","source":"investingArticles_highlight","collect":0,"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 Falls 3% After Cut at Northland As AI \"Not As Big As Investors Are Thinking\"</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; 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}\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 Falls 3% After Cut at Northland As AI \"Not As Big As Investors Are Thinking\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-22 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investing.com/news/stock-market-news/amd-cut-at-northland-as-ai-not-as-big-as-investors-are-thinking-432SI-3279739><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD was cut to Market Perform by Northland Capital on Monday, with the firm removing its price target for the stock, saying AI is not as big as investors are thinking.AMD stock fell 3% in morning ...</p>\n\n<a href=\"https://www.investing.com/news/stock-market-news/amd-cut-at-northland-as-ai-not-as-big-as-investors-are-thinking-432SI-3279739\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.investing.com/news/stock-market-news/amd-cut-at-northland-as-ai-not-as-big-as-investors-are-thinking-432SI-3279739","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2405702179","content_text":"AMD was cut to Market Perform by Northland Capital on Monday, with the firm removing its price target for the stock, saying AI is not as big as investors are thinking.AMD stock fell 3% in morning trading.\"It's really big, just not as big as investors are thinking,\" analysts at Northland Capital said in a research note.\"While chip prices are cyclically driven by supply and demand, they are flat over the long term,\" the analysts noted. \"We also believe that AI demand in CY23 was overstated due to double ordering.\"\"We forecast AI chip revenue of $125B in CY27 and model AMD with $16B in AI revenue and a 13% market share,\" they added.Northland believes AMD's shares reflect much higher AI revenue in CY27 than their forecast. With AMD's shares $6 above the firm's previous price target and significantly above its upgrade from 7/5/23 before NVDA's blowout quarter, the firm decided to downgrade the stock.","news_type":1,"symbols_score_info":{"AMD":1.1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":265997186064672,"gmtCreate":1705961265693,"gmtModify":1705961269167,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","vip":1,"crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3555362771681553","idStr":"3555362771681553"},"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/265997186064672","repostId":2405702179,"repostType":2,"repost":{"id":"2405702179","kind":"highlight","pubTimestamp":1705935639,"share":"https://ttm.financial/m/news/2405702179?lang=&edition=full_marsco","pubTime":"2024-01-22 23:00","market":"us","language":"en","title":"AMD Stock Falls 3% After Cut at Northland As AI \"Not As Big As Investors Are Thinking\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2405702179","media":"Investing.com","summary":"AMD (NASDAQ: AMD) was cut to Market Perform by Northland Capital on Monday, with the firm removing its price target ...(Premium-only article. Please sign in or upgrade to SI Premium to view.)","content":"<html><head></head><body><p>AMD was cut to Market Perform by Northland Capital on Monday, with the firm removing its price target for the stock, saying AI is not as big as investors are thinking.</p><p>AMD stock fell 3% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b54f857b68e0bf73342fae8d164bd3e\" tg-width=\"789\" tg-height=\"628\"/></p><p style=\"text-align: left;\">&#34;It&#39;s really big, just not as big as investors are thinking,&#34; analysts at Northland Capital said in a research note.</p><p style=\"text-align: left;\">&#34;While chip prices are cyclically driven by supply and demand, they are flat over the long term,&#34; the analysts noted. &#34;We also believe that AI demand in CY23 was overstated due to double ordering.&#34;</p><p style=\"text-align: left;\">&#34;We forecast AI chip revenue of $125B in CY27 and model AMD with $16B in AI revenue and a 13% market share,&#34; they added.</p><p style=\"text-align: left;\">Northland believes AMD&#39;s shares reflect much higher AI revenue in CY27 than their forecast. With AMD&#39;s shares $6 above the firm&#39;s previous price target and significantly above its upgrade from 7/5/23 before NVDA&#39;s blowout quarter, the firm decided to downgrade the stock.</p></body></html>","source":"investingArticles_highlight","collect":0,"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 Falls 3% After Cut at Northland As AI \"Not As Big As Investors Are Thinking\"</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; 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}\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 Falls 3% After Cut at Northland As AI \"Not As Big As Investors Are Thinking\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-22 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investing.com/news/stock-market-news/amd-cut-at-northland-as-ai-not-as-big-as-investors-are-thinking-432SI-3279739><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD was cut to Market Perform by Northland Capital on Monday, with the firm removing its price target for the stock, saying AI is not as big as investors are thinking.AMD stock fell 3% in morning ...</p>\n\n<a href=\"https://www.investing.com/news/stock-market-news/amd-cut-at-northland-as-ai-not-as-big-as-investors-are-thinking-432SI-3279739\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.investing.com/news/stock-market-news/amd-cut-at-northland-as-ai-not-as-big-as-investors-are-thinking-432SI-3279739","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2405702179","content_text":"AMD was cut to Market Perform by Northland Capital on Monday, with the firm removing its price target for the stock, saying AI is not as big as investors are thinking.AMD stock fell 3% in morning trading.\"It's really big, just not as big as investors are thinking,\" analysts at Northland Capital said in a research note.\"While chip prices are cyclically driven by supply and demand, they are flat over the long term,\" the analysts noted. \"We also believe that AI demand in CY23 was overstated due to double ordering.\"\"We forecast AI chip revenue of $125B in CY27 and model AMD with $16B in AI revenue and a 13% market share,\" they added.Northland believes AMD's shares reflect much higher AI revenue in CY27 than their forecast. With AMD's shares $6 above the firm's previous price target and significantly above its upgrade from 7/5/23 before NVDA's blowout quarter, the firm decided to downgrade the stock.","news_type":1,"symbols_score_info":{"AMD":1.1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":265913020580096,"gmtCreate":1705940711770,"gmtModify":1705940716446,"author":{"id":"3559859558754319","authorId":"3559859558754319","name":"Bodoh","avatar":"https://static.tigerbbs.com/349218ea2852130ca86ce660b4aa2d59","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3559859558754319","idStr":"3559859558754319"},"htmlText":"And hardware is not as big as software","listText":"And hardware is not as big as software","text":"And hardware is not as big as software","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/265913020580096","repostId":2405702179,"repostType":4,"repost":{"id":"2405702179","kind":"highlight","pubTimestamp":1705935639,"share":"https://ttm.financial/m/news/2405702179?lang=&edition=full_marsco","pubTime":"2024-01-22 23:00","market":"us","language":"en","title":"AMD Stock Falls 3% After Cut at Northland As AI \"Not As Big As Investors Are Thinking\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2405702179","media":"Investing.com","summary":"AMD (NASDAQ: AMD) was cut to Market Perform by Northland Capital on Monday, with the firm removing its price target ...(Premium-only article. Please sign in or upgrade to SI Premium to view.)","content":"<html><head></head><body><p>AMD was cut to Market Perform by Northland Capital on Monday, with the firm removing its price target for the stock, saying AI is not as big as investors are thinking.</p><p>AMD stock fell 3% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b54f857b68e0bf73342fae8d164bd3e\" tg-width=\"789\" tg-height=\"628\"/></p><p style=\"text-align: left;\">&#34;It&#39;s really big, just not as big as investors are thinking,&#34; analysts at Northland Capital said in a research note.</p><p style=\"text-align: left;\">&#34;While chip prices are cyclically driven by supply and demand, they are flat over the long term,&#34; the analysts noted. &#34;We also believe that AI demand in CY23 was overstated due to double ordering.&#34;</p><p style=\"text-align: left;\">&#34;We forecast AI chip revenue of $125B in CY27 and model AMD with $16B in AI revenue and a 13% market share,&#34; they added.</p><p style=\"text-align: left;\">Northland believes AMD&#39;s shares reflect much higher AI revenue in CY27 than their forecast. With AMD&#39;s shares $6 above the firm&#39;s previous price target and significantly above its upgrade from 7/5/23 before NVDA&#39;s blowout quarter, the firm decided to downgrade the stock.</p></body></html>","source":"investingArticles_highlight","collect":0,"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 Falls 3% After Cut at Northland As AI \"Not As Big As Investors Are Thinking\"</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 Falls 3% After Cut at Northland As AI \"Not As Big As Investors Are Thinking\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-22 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investing.com/news/stock-market-news/amd-cut-at-northland-as-ai-not-as-big-as-investors-are-thinking-432SI-3279739><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD was cut to Market Perform by Northland Capital on Monday, with the firm removing its price target for the stock, saying AI is not as big as investors are thinking.AMD stock fell 3% in morning ...</p>\n\n<a href=\"https://www.investing.com/news/stock-market-news/amd-cut-at-northland-as-ai-not-as-big-as-investors-are-thinking-432SI-3279739\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.investing.com/news/stock-market-news/amd-cut-at-northland-as-ai-not-as-big-as-investors-are-thinking-432SI-3279739","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2405702179","content_text":"AMD was cut to Market Perform by Northland Capital on Monday, with the firm removing its price target for the stock, saying AI is not as big as investors are thinking.AMD stock fell 3% in morning trading.\"It's really big, just not as big as investors are thinking,\" analysts at Northland Capital said in a research note.\"While chip prices are cyclically driven by supply and demand, they are flat over the long term,\" the analysts noted. \"We also believe that AI demand in CY23 was overstated due to double ordering.\"\"We forecast AI chip revenue of $125B in CY27 and model AMD with $16B in AI revenue and a 13% market share,\" they added.Northland believes AMD's shares reflect much higher AI revenue in CY27 than their forecast. With AMD's shares $6 above the firm's previous price target and significantly above its upgrade from 7/5/23 before NVDA's blowout quarter, the firm decided to downgrade the stock.","news_type":1,"symbols_score_info":{"AMD":1.1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":265893018767536,"gmtCreate":1705935888050,"gmtModify":1705935892311,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3577182936341023","idStr":"3577182936341023"},"htmlText":"Buy amd dip&nbsp;","listText":"Buy amd dip&nbsp;","text":"Buy amd dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/265893018767536","repostId":2405702179,"repostType":2,"repost":{"id":"2405702179","kind":"highlight","pubTimestamp":1705935639,"share":"https://ttm.financial/m/news/2405702179?lang=&edition=full_marsco","pubTime":"2024-01-22 23:00","market":"us","language":"en","title":"AMD Stock Falls 3% After Cut at Northland As AI \"Not As Big As Investors Are Thinking\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2405702179","media":"Investing.com","summary":"AMD (NASDAQ: AMD) was cut to Market Perform by Northland Capital on Monday, with the firm removing its price target ...(Premium-only article. Please sign in or upgrade to SI Premium to view.)","content":"<html><head></head><body><p>AMD was cut to Market Perform by Northland Capital on Monday, with the firm removing its price target for the stock, saying AI is not as big as investors are thinking.</p><p>AMD stock fell 3% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b54f857b68e0bf73342fae8d164bd3e\" tg-width=\"789\" tg-height=\"628\"/></p><p style=\"text-align: left;\">&#34;It&#39;s really big, just not as big as investors are thinking,&#34; analysts at Northland Capital said in a research note.</p><p style=\"text-align: left;\">&#34;While chip prices are cyclically driven by supply and demand, they are flat over the long term,&#34; the analysts noted. &#34;We also believe that AI demand in CY23 was overstated due to double ordering.&#34;</p><p style=\"text-align: left;\">&#34;We forecast AI chip revenue of $125B in CY27 and model AMD with $16B in AI revenue and a 13% market share,&#34; they added.</p><p style=\"text-align: left;\">Northland believes AMD&#39;s shares reflect much higher AI revenue in CY27 than their forecast. With AMD&#39;s shares $6 above the firm&#39;s previous price target and significantly above its upgrade from 7/5/23 before NVDA&#39;s blowout quarter, the firm decided to downgrade the stock.</p></body></html>","source":"investingArticles_highlight","collect":0,"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 Falls 3% After Cut at Northland As AI \"Not As Big As Investors Are Thinking\"</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; 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}\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 Falls 3% After Cut at Northland As AI \"Not As Big As Investors Are Thinking\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-22 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investing.com/news/stock-market-news/amd-cut-at-northland-as-ai-not-as-big-as-investors-are-thinking-432SI-3279739><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD was cut to Market Perform by Northland Capital on Monday, with the firm removing its price target for the stock, saying AI is not as big as investors are thinking.AMD stock fell 3% in morning ...</p>\n\n<a href=\"https://www.investing.com/news/stock-market-news/amd-cut-at-northland-as-ai-not-as-big-as-investors-are-thinking-432SI-3279739\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.investing.com/news/stock-market-news/amd-cut-at-northland-as-ai-not-as-big-as-investors-are-thinking-432SI-3279739","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2405702179","content_text":"AMD was cut to Market Perform by Northland Capital on Monday, with the firm removing its price target for the stock, saying AI is not as big as investors are thinking.AMD stock fell 3% in morning trading.\"It's really big, just not as big as investors are thinking,\" analysts at Northland Capital said in a research note.\"While chip prices are cyclically driven by supply and demand, they are flat over the long term,\" the analysts noted. \"We also believe that AI demand in CY23 was overstated due to double ordering.\"\"We forecast AI chip revenue of $125B in CY27 and model AMD with $16B in AI revenue and a 13% market share,\" they added.Northland believes AMD's shares reflect much higher AI revenue in CY27 than their forecast. With AMD's shares $6 above the firm's previous price target and significantly above its upgrade from 7/5/23 before NVDA's blowout quarter, the firm decided to downgrade the stock.","news_type":1,"symbols_score_info":{"AMD":1.1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":5,"commentSize":5,"repostSize":4,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"CCBot/2.0 (https://commoncrawl.org/faq/)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.34.1","shortVersion":"4.34.1","platform":"web","vendor":"web","appName":"ttm","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/2405702179"}