Advanced Micro Devices at Significant Turning Point Hosted by MarketBeat StaffJanuary 31, 2024 ShareLink copied to clipboard. Play video for Advanced Micro Devices at Significant Turning PointDetailsGuestsAdvanced Micro Devices NASDAQ: AMD share price imploded following the Q4 release, but investors should not fear the move. The decline is a knee-jerk reaction to expected news, setting the market up for another run. The Q4 results did not catalyze a rally but highlighted a bifurcation in the semiconductor market. On the one hand, end-market normalization continues to impact some segments while the cloud and AI are driving growth in others. This bifurcation is creating a headwind to growth, seen in the Q1 outlook, below the analysts' consensus forecast, but a turning point is at hand. End-market inventory normalization is expected by the end of the year, and data center/AI sales are ramping. At some point this year, these forces will align to supercharge revenue and drive margin expansion and earnings. Stocks Mentioned in This EpisodeCompanyMarketRank™Current PriceDividend YieldP/E RatioAMDAdvanced Micro Devices4.9003 of 5 stars$139.39+0.3%N/A125.58NVDANVIDIA4.8012 of 5 stars$147.01+4.9%0.03%68.95 Compare These Stocks Add These Stocks to My Watchlist Chris Markoch, GuestMarketBeat Contributor, MarketBeatChris Markoch is a freelance financial copywriter with over five years of experience covering various aspects of the financial markets. You may find his writing a little different than other stock articles you’ve read. And that’s OK with him. Chris doesn’t have a traditional finance background. What he does bring to the table is a strong business and marketing background having worked for agencies that serviced Fortune 500 companies. With that in mind, he isn’t overly impressed with what companies say, and more focused on what they do. And because buyer behavior dictates so much of what happens with a stock, Chris always keeps the end consumer close in mind. Chris has been writing for MarketBeat since 2018.Thomas Hughes, GuestMarketBeat Contributor, MarketBeatThomas got his start with the markets while working as a Chef. In 2005 a chance invitation to attend the seminar “How To Buy And Sell Your Own Stocks” altered his worldview. Soon trading and stocks consumed his every waking moment to the point of excluding all else. Thomas now enjoys a much different lifestyle engaged in his true passion, uncovering great investments.Laycee Kluin, HostDigital Marketing Strategist, MarketBeatAs MarketBeat's Digital Marketing Strategist, Laycee helps with the marketing side of tasks including developing email campaigns, running the promotion of the MarketBeat products and exploring social media opportunities. She felt called to the Marketing industry because she enjoys collaborating with people and making connections. The University of Sioux Falls alum majored in Media Studies with minors in Communications and Spanish. Laycee brings a background in Financial Services Marketing.Previous VideoAll VideosNext Video Subscribe on YouTube Don't Miss a Video Subscribe to watch the latest stock market videos from MarketBeat. We empower investors to make better trading decisions by providing real-time financial data and objective market analysis. Subscribe on YouTube More From MarketBeatMissed Nvidia? Watch this ASAPThis little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...Brownstone Research | Sponsored7 Best REITs to Buy as the Interest Rates FallEvery investor knows that certainty is hard to find. But it's relatively easy to find opportunities where mone...MarketBeatMusk’s new company could top a trillion?The investment legend who predicted the rise of Bitcoin, Facebook and streaming services like Netflix… Just...Paradigm Press | Sponsored7 Artificial Intelligence Stocks That Are Still Long-Term WinnersIt's hard to believe that two years ago, many of us had never heard of ChatGPT. But for the last 18 months, in...MarketBeat$2 Trillion Disappears Because of Fed's Secretive New Move$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...Stansberry Research | Sponsored7 Warren Buffett Stocks to Ride Out Market VolatilityWarren Buffett has been one of the most closely watched investors in the last half-century. The “Oracle ...MarketBeat NVIDIA Earnings: Can Blackwell Propel the Stock to $200+ in 2025?NVIDIA's Q3 earnings exceeded expectations with 95% revenue growth and 111% EPS growth. 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Hosted by MarketBeat StaffJanuary 31, 2024 ShareLink copied to clipboard. Play video for Advanced Micro Devices at Significant Turning PointDetailsGuestsAdvanced Micro Devices NASDAQ: AMD share price imploded following the Q4 release, but investors should not fear the move. The decline is a knee-jerk reaction to expected news, setting the market up for another run. The Q4 results did not catalyze a rally but highlighted a bifurcation in the semiconductor market. On the one hand, end-market normalization continues to impact some segments while the cloud and AI are driving growth in others. This bifurcation is creating a headwind to growth, seen in the Q1 outlook, below the analysts' consensus forecast, but a turning point is at hand. End-market inventory normalization is expected by the end of the year, and data center/AI sales are ramping. At some point this year, these forces will align to supercharge revenue and drive margin expansion and earnings. Stocks Mentioned in This EpisodeCompanyMarketRank™Current PriceDividend YieldP/E RatioAMDAdvanced Micro Devices4.9003 of 5 stars$139.39+0.3%N/A125.58NVDANVIDIA4.8012 of 5 stars$147.01+4.9%0.03%68.95 Compare These Stocks Add These Stocks to My Watchlist Chris Markoch, GuestMarketBeat Contributor, MarketBeatChris Markoch is a freelance financial copywriter with over five years of experience covering various aspects of the financial markets. You may find his writing a little different than other stock articles you’ve read. And that’s OK with him. Chris doesn’t have a traditional finance background. What he does bring to the table is a strong business and marketing background having worked for agencies that serviced Fortune 500 companies. With that in mind, he isn’t overly impressed with what companies say, and more focused on what they do. And because buyer behavior dictates so much of what happens with a stock, Chris always keeps the end consumer close in mind. Chris has been writing for MarketBeat since 2018.Thomas Hughes, GuestMarketBeat Contributor, MarketBeatThomas got his start with the markets while working as a Chef. In 2005 a chance invitation to attend the seminar “How To Buy And Sell Your Own Stocks” altered his worldview. Soon trading and stocks consumed his every waking moment to the point of excluding all else. Thomas now enjoys a much different lifestyle engaged in his true passion, uncovering great investments.Laycee Kluin, HostDigital Marketing Strategist, MarketBeatAs MarketBeat's Digital Marketing Strategist, Laycee helps with the marketing side of tasks including developing email campaigns, running the promotion of the MarketBeat products and exploring social media opportunities. She felt called to the Marketing industry because she enjoys collaborating with people and making connections. The University of Sioux Falls alum majored in Media Studies with minors in Communications and Spanish. Laycee brings a background in Financial Services Marketing.Previous VideoAll VideosNext Video Subscribe on YouTube Don't Miss a Video Subscribe to watch the latest stock market videos from MarketBeat. We empower investors to make better trading decisions by providing real-time financial data and objective market analysis. Subscribe on YouTube More From MarketBeatMissed Nvidia? Watch this ASAPThis little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...Brownstone Research | Sponsored7 Best REITs to Buy as the Interest Rates FallEvery investor knows that certainty is hard to find. But it's relatively easy to find opportunities where mone...MarketBeatMusk’s new company could top a trillion?The investment legend who predicted the rise of Bitcoin, Facebook and streaming services like Netflix… Just...Paradigm Press | Sponsored7 Artificial Intelligence Stocks That Are Still Long-Term WinnersIt's hard to believe that two years ago, many of us had never heard of ChatGPT. But for the last 18 months, in...MarketBeat$2 Trillion Disappears Because of Fed's Secretive New Move$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...Stansberry Research | Sponsored7 Warren Buffett Stocks to Ride Out Market VolatilityWarren Buffett has been one of the most closely watched investors in the last half-century. The “Oracle ...MarketBeat
