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NigelWatts

NigelWatts

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06-05

$Advanced Micro Devices(AMD)$

03-28

This is a load of crap. Everyone knows AMD is about to ship its MI350 Chips which have significant performance gains over both the MI300 and Nvidia a H200.. Sometimes I think these analysts are paid by the competition to write rubbish.

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2022-10-25

$Alibaba(BABA)$This is insane. Ali Is way below if real 'global' value.. I'm tipping up. The world isn't just Amazon [Happy]

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href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Advanced Micro Devices(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/442778861670872","isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":418198431957272,"gmtCreate":1743107096535,"gmtModify":1743111741926,"author":{"id":"4108029285051610","authorId":"4108029285051610","name":"NigelWatts","avatar":"https://community-static.tradeup.com/news/c0856c230bedbbf38c68ef08ea67c74b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108029285051610","authorIdStr":"4108029285051610"},"themes":[],"htmlText":"This is a load of crap. Everyone knows AMD is about to ship&nbsp;its MI350 Chips which have significant performance gains over both the MI300 and Nvidia a H200.. Sometimes I think these analysts are paid by the competition to write rubbish.&nbsp;","listText":"This is a load of crap. Everyone knows AMD is about to ship&nbsp;its MI350 Chips which have significant performance gains over both the MI300 and Nvidia a H200.. Sometimes I think these analysts are paid by the competition to write rubbish.&nbsp;","text":"This is a load of crap. Everyone knows AMD is about to ship its MI350 Chips which have significant performance gains over both the MI300 and Nvidia a H200.. Sometimes I think these analysts are paid by the competition to write rubbish.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/418198431957272","repostId":"2522258179","repostType":2,"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988805328,"gmtCreate":1666709417364,"gmtModify":1676537793904,"author":{"id":"4108029285051610","authorId":"4108029285051610","name":"NigelWatts","avatar":"https://community-static.tradeup.com/news/c0856c230bedbbf38c68ef08ea67c74b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108029285051610","authorIdStr":"4108029285051610"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>This is insane. Ali Is way below if real 'global' value.. I'm tipping up. The world isn't just Amazon&nbsp;[Happy]&nbsp;","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>This is insane. Ali Is way below if real 'global' value.. I'm tipping up. The world isn't just Amazon&nbsp;[Happy]&nbsp;","text":"$Alibaba(BABA)$This is insane. Ali Is way below if real 'global' value.. I'm tipping up. The world isn't just Amazon [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9988805328","isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000420","authorId":"9000000000000420","name":"PorterLamb","avatar":"https://static.tigerbbs.com/bf65ca86aeb00567f8edf7489edd03ae","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000420","authorIdStr":"9000000000000420"},"content":"Alibaba, come on! I am very optimistic about Alibaba. Or many people have not discovered the investment value of Alibaba.","text":"Alibaba, come on! I am very optimistic about Alibaba. Or many people have not discovered the investment value of Alibaba.","html":"Alibaba, come on! I am very optimistic about Alibaba. Or many people have not discovered the investment value of Alibaba."}],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9988805328,"gmtCreate":1666709417364,"gmtModify":1676537793904,"author":{"id":"4108029285051610","authorId":"4108029285051610","name":"NigelWatts","avatar":"https://community-static.tradeup.com/news/c0856c230bedbbf38c68ef08ea67c74b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4108029285051610","idStr":"4108029285051610"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>This is insane. Ali Is way below if real 'global' value.. I'm tipping up. The world isn't just Amazon&nbsp;[Happy]&nbsp;","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>This is insane. Ali Is way below if real 'global' value.. I'm tipping up. The world isn't just Amazon&nbsp;[Happy]&nbsp;","text":"$Alibaba(BABA)$This is insane. Ali Is way below if real 'global' value.. I'm tipping up. The world isn't just Amazon [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9988805328","isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000420","authorId":"9000000000000420","name":"PorterLamb","avatar":"https://static.tigerbbs.com/bf65ca86aeb00567f8edf7489edd03ae","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000420","idStr":"9000000000000420"},"content":"Alibaba, come on! I am very optimistic about Alibaba. Or many people have not discovered the investment value of Alibaba.","text":"Alibaba, come on! I am very optimistic about Alibaba. Or many people have not discovered the investment value of Alibaba.","html":"Alibaba, come on! I am very optimistic about Alibaba. Or many people have not discovered the investment value of Alibaba."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":442778861670872,"gmtCreate":1749116863337,"gmtModify":1749117529532,"author":{"id":"4108029285051610","authorId":"4108029285051610","name":"NigelWatts","avatar":"https://community-static.tradeup.com/news/c0856c230bedbbf38c68ef08ea67c74b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4108029285051610","idStr":"4108029285051610"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Advanced Micro Devices(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/442778861670872","isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":418198431957272,"gmtCreate":1743107096535,"gmtModify":1743111741926,"author":{"id":"4108029285051610","authorId":"4108029285051610","name":"NigelWatts","avatar":"https://community-static.tradeup.com/news/c0856c230bedbbf38c68ef08ea67c74b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4108029285051610","idStr":"4108029285051610"},"themes":[],"htmlText":"This is a load of crap. Everyone knows AMD is about to ship&nbsp;its MI350 Chips which have significant performance gains over both the MI300 and Nvidia a H200.. Sometimes I think these analysts are paid by the competition to write rubbish.&nbsp;","listText":"This is a load of crap. Everyone knows AMD is about to ship&nbsp;its MI350 Chips which have significant performance gains over both the MI300 and Nvidia a H200.. Sometimes I think these analysts are paid by the competition to write rubbish.&nbsp;","text":"This is a load of crap. Everyone knows AMD is about to ship its MI350 Chips which have significant performance gains over both the MI300 and Nvidia a H200.. Sometimes I think these analysts are paid by the competition to write rubbish.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/418198431957272","repostId":"2522258179","repostType":2,"repost":{"id":"2522258179","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1743093900,"share":"https://ttm.financial/m/news/2522258179?lang=en_US&edition=fundamental","pubTime":"2025-03-28 00:45","market":"hk","language":"en","title":"AMD is struggling against Nvidia. It could soon face a resurgent Intel as well.","url":"https://stock-news.laohu8.com/highlight/detail?id=2522258179","media":"Dow Jones","summary":"A Jefferies analyst downgraded AMD's stock, warning of sustained pressure from Nvidia and the prospect of a healthier Intel. The prospect of a stronger Intel Corp. could make it difficult for Advanced Micro Devices Inc. shares to find positive momentum, according to a Jefferies analyst.AMD  has already been struggling to compete with Nvidia Corp.  in the market for artificial-intelligence accelerators, and Jefferies's Blayne Curtis worries about that trend as well. But now Intel  could see a \"brighter future\" under its new chief executive, and that's another factor driving Curtis's more measured view of AMD's stock.He cut his rating on AMD shares to hold from buy on Thursday. The stock was down more than 3% in midday action, bringing its 12-month decline to 40%.As Intel has struggled in recent years, AMD has been able to win share in the market for personal-computer chips at its competitors' expense. But Intel's new management could be \"a catalyst for them to become more competitive,\" ","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW AMD is struggling against Nvidia. It could soon face a resurgent Intel as well.\n</p>\n<p>\n  By Emily Bary \n</p>\n<p>\n     A Jefferies analyst downgraded AMD's stock, warning of sustained pressure from Nvidia and the prospect of a healthier Intel \n</p>\n<p>\n     The prospect of a stronger Intel Corp. could make it difficult for Advanced Micro Devices Inc. shares to find positive momentum, according to a Jefferies analyst. \n</p>\n<p>\n     AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> has already been struggling to compete with Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> in the market for artificial-intelligence accelerators, and Jefferies's Blayne Curtis worries about that trend as well. But now Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> could see a \"brighter future\" under its new chief executive, and that's another factor driving Curtis's more measured view of AMD's stock. \n</p>\n<p>\n     He cut his rating on AMD shares to hold from buy on Thursday. The stock was down more than 3% in midday action, bringing its 12-month decline to 40%. \n</p>\n<p>\n     As Intel has struggled in recent years, AMD has been able to win share in the market for personal-computer chips at its competitors' expense. But Intel's new management could be \"a catalyst for them to become more competitive,\" Curtis wrote, and it's worth asking whether AMD's market-share gains can continue. \n</p>\n<p>\n     \"We have to see more on this front, but we do have a lot of respect for the incoming CEO (Lip-Bu Tan) and would look for Intel to be more flexible on process choices/fab strategy to mitigate share losses as soon as possible,\" he added, referring to fabrication plants. \"This is still a long road ahead but we do think that Intel had already made some progress and will have fairly competitive chips starting in 2026.\" \n</p>\n<p>\n     Then there's industry titan Nvidia, which has dominated the market for AI graphics processing units. Curtis noted that AMD has seen \"limited traction in AI\" thus far, and Nvidia is stepping up its game even further with newly announced GPUs and its Dynamo inferencing software. \n</p>\n<p>\n     Nvidia \"is driving innovation across many areas\" and it \"will be tough for even the largest of companies to keep pace,\" Curtis wrote. He left Nvidia's GTC event last week with the impression that Nvidia is much further ahead of AMD on rack-scale architecture. \n</p>\n<p>\n     AMD also faces stiff competition from application-specific integrated circuits, like those made by Marvell Technology Inc. <a href=\"https://laohu8.com/S/MRVL\">$(MRVL)$</a> and Broadcom Inc. <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> in partnership with large technology companies. For instance, Alphabet Inc. <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> is working with Broadcom on one that Curtis expects will come out in July. \n</p>\n<p>\n     -Emily Bary \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 27, 2025 12:45 ET (16:45 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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 is struggling against Nvidia. It could soon face a resurgent Intel as well.</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 is struggling against Nvidia. It could soon face a resurgent Intel as well.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-03-28 00:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW AMD is struggling against Nvidia. It could soon face a resurgent Intel as well.\n</p>\n<p>\n  By Emily Bary \n</p>\n<p>\n     A Jefferies analyst downgraded AMD's stock, warning of sustained pressure from Nvidia and the prospect of a healthier Intel \n</p>\n<p>\n     The prospect of a stronger Intel Corp. could make it difficult for Advanced Micro Devices Inc. shares to find positive momentum, according to a Jefferies analyst. \n</p>\n<p>\n     AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> has already been struggling to compete with Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> in the market for artificial-intelligence accelerators, and Jefferies's Blayne Curtis worries about that trend as well. But now Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> could see a \"brighter future\" under its new chief executive, and that's another factor driving Curtis's more measured view of AMD's stock. \n</p>\n<p>\n     He cut his rating on AMD shares to hold from buy on Thursday. The stock was down more than 3% in midday action, bringing its 12-month decline to 40%. \n</p>\n<p>\n     As Intel has struggled in recent years, AMD has been able to win share in the market for personal-computer chips at its competitors' expense. But Intel's new management could be \"a catalyst for them to become more competitive,\" Curtis wrote, and it's worth asking whether AMD's market-share gains can continue. \n</p>\n<p>\n     \"We have to see more on this front, but we do have a lot of respect for the incoming CEO (Lip-Bu Tan) and would look for Intel to be more flexible on process choices/fab strategy to mitigate share losses as soon as possible,\" he added, referring to fabrication plants. \"This is still a long road ahead but we do think that Intel had already made some progress and will have fairly competitive chips starting in 2026.\" \n</p>\n<p>\n     Then there's industry titan Nvidia, which has dominated the market for AI graphics processing units. Curtis noted that AMD has seen \"limited traction in AI\" thus far, and Nvidia is stepping up its game even further with newly announced GPUs and its Dynamo inferencing software. \n</p>\n<p>\n     Nvidia \"is driving innovation across many areas\" and it \"will be tough for even the largest of companies to keep pace,\" Curtis wrote. He left Nvidia's GTC event last week with the impression that Nvidia is much further ahead of AMD on rack-scale architecture. \n</p>\n<p>\n     AMD also faces stiff competition from application-specific integrated circuits, like those made by Marvell Technology Inc. <a href=\"https://laohu8.com/S/MRVL\">$(MRVL)$</a> and Broadcom Inc. <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> in partnership with large technology companies. For instance, Alphabet Inc. <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> is working with Broadcom on one that Curtis expects will come out in July. \n</p>\n<p>\n     -Emily Bary \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 27, 2025 12:45 ET (16:45 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999014542.SGD":"United Income Focus Trust Acc SGD","SG9999002232.USD":"Allianz Global High Payout USD","NVDA":"英伟达","NVDD":"1倍做空NVDA ETF-Direxion","INTC":"英特尔","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","NVDS.UK":"LS -1X NVIDIA","3NVD.UK":"LS 3X NVIDIA","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","2NVD.UK":"2X NVIDIA ETP","NVD3.UK":"LS 3X NVIDIA","BK4579":"人工智能","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","USJW.SI":"ALPHAB 3xLongSG261006","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr","GFS":"GLOBALFOUNDRIES Inc.","NVD2.UK":"2X NVIDIA ETP","NVDU":"2倍做多NVDA ETF-Direxion","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","NVDX":"2倍做多NVDA ETF-T-Rex","NVD":"2倍做空NVDA ETF-GraniteShares","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","NVIW.SI":"NVDA 3xLongSG261006","AMD":"美国超微公司","NVDY":"NVDA期权收益策略ETF-YieldMax","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0557290698.USD":"施罗德环球可持续增长基金","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","SNVD.UK":"LS -1X NVIDIA"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2522258179","content_text":"MW AMD is struggling against Nvidia. It could soon face a resurgent Intel as well.\n\n\n  By Emily Bary \n\n\n     A Jefferies analyst downgraded AMD's stock, warning of sustained pressure from Nvidia and the prospect of a healthier Intel \n\n\n     The prospect of a stronger Intel Corp. could make it difficult for Advanced Micro Devices Inc. shares to find positive momentum, according to a Jefferies analyst. \n\n\n     AMD $(AMD)$ has already been struggling to compete with Nvidia Corp. $(NVDA)$ in the market for artificial-intelligence accelerators, and Jefferies's Blayne Curtis worries about that trend as well. But now Intel $(INTC)$ could see a \"brighter future\" under its new chief executive, and that's another factor driving Curtis's more measured view of AMD's stock. \n\n\n     He cut his rating on AMD shares to hold from buy on Thursday. The stock was down more than 3% in midday action, bringing its 12-month decline to 40%. \n\n\n     As Intel has struggled in recent years, AMD has been able to win share in the market for personal-computer chips at its competitors' expense. But Intel's new management could be \"a catalyst for them to become more competitive,\" Curtis wrote, and it's worth asking whether AMD's market-share gains can continue. \n\n\n     \"We have to see more on this front, but we do have a lot of respect for the incoming CEO (Lip-Bu Tan) and would look for Intel to be more flexible on process choices/fab strategy to mitigate share losses as soon as possible,\" he added, referring to fabrication plants. \"This is still a long road ahead but we do think that Intel had already made some progress and will have fairly competitive chips starting in 2026.\" \n\n\n     Then there's industry titan Nvidia, which has dominated the market for AI graphics processing units. Curtis noted that AMD has seen \"limited traction in AI\" thus far, and Nvidia is stepping up its game even further with newly announced GPUs and its Dynamo inferencing software. \n\n\n     Nvidia \"is driving innovation across many areas\" and it \"will be tough for even the largest of companies to keep pace,\" Curtis wrote. He left Nvidia's GTC event last week with the impression that Nvidia is much further ahead of AMD on rack-scale architecture. \n\n\n     AMD also faces stiff competition from application-specific integrated circuits, like those made by Marvell Technology Inc. $(MRVL)$ and Broadcom Inc. $(AVGO)$ in partnership with large technology companies. For instance, Alphabet Inc. $(GOOG)$ $(GOOGL)$ is working with Broadcom on one that Curtis expects will come out in July. \n\n\n     -Emily Bary \n\n\n     This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 27, 2025 12:45 ET (16:45 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"NVD2.UK":0.6,"USJW.SI":0.6,"GFS":1,"3NVD.UK":0.6,"NVD":0.6,"AMD":1,"NVDA":1,"NVDY":0.6,"NVDD":0.6,"NVDU":0.6,"INTC":1,"NVDS":0.6,"NVD3.UK":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"2NVD.UK":0.6,"NVDS.UK":0.6,"NVDX":0.6}},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}