Improved micro -devices’ NASDAQ: AMD The long -awaited rally rally prices for AI -based AI here. Promotions are growing higher after a series of good news, including a reduction in trade tension with China, a new deal with a man of Saudi Arabia and a new permission to buy out shares of $ 6 billion. Permission, a sign of government Confidence in the future of free cash flowIt costs another $ 6 billion in the amount of $ 4 billion remaining in accordance with the existing ones.
General 10 billion dollars of potential ransom of shares It costs about 5.5% of market capitalization in mid -May and a potentially strong fair wind. This is potentially stronger, because the purchase activity in 2024 was not able to reduce the number, and the awards based on shares more than compensate for their influence and can do this again in 2025. However, the results in the first quarter included a small decrease in the diluted amount that could be preserved and even accelerated during the year.
Other figures that investors should observe are cash, assets and capital, which increase. The main balance of the company in the first quarter included 50% of the gentlemenIN Increased receivables and reservesIN Sustainable debt levelsAnd Reduced responsibilityThe field with a pure result was an increase in capital by 5% and the expectation of profit from shareholder capital is accelerated as the year develops. The prospects for the year were strengthened by recent news, including a deal of $ 10 billion with Humain.
The crane, the recently formed AI enterprise of Saudi Arabia, signed a deal of $ 10 billion for the AI infrastructure, supported by President Trump. The transaction includes 500 megavatts of AI calculus using the most advanced AMD semiconductor technology and, as expected, will be played for five years.
The impact on AMD prospects is significant and costs 3,100 basic income growth points compared to 2025 Consensus forecast reported Marketbeat.
Analysts admire the moment for artificial intelligence investors
The analyst’s answer to the news in Saudi Arabia was the vast majority. Analysts Bank of America consider Advance Micro Devices as the best victory along with Nvidia NASDAQ: NVDAWhile the Wedbush team under the leadership of Dan Ives called it an opening moment. They consider the deal, while others announced with her as a clear signal that Saudi Arabia will be an important player in AI for many years.
Investments in the field of artificial intelligence in Saudi Arabia can exceed 1 trillion dollars for many years And open the door to expand the possibilities for all AI things. Ultimately, a factor that matters is that a group of analysts Raising price targets again And leading to a high -quality range, an increase in 50% compared to the levels of trading in mid -May.
The upcoming release of Advanced Micro Devices, scheduled for the end of July, will become an event for this action. There is not only a high probability that the company will surpass its consensus estimates of income and income, but also The leadership will most likely be strongField
Demand was strong before the transaction of Saudi Arabia and will only increase. Risk – China. A deify export to China will affect the results, but may be limited. Saudi Arabia compensates for the lost income.
ADVANCED Micro Devices shares reaches a critical turning point
Advanced Micro Devices shares price, increased 15% within two days The human announcement and, most likely, will continue to move higher. Nevertheless, there is a risk of resistance at a critical point of turn, including a long-term 30-week EMA, representing institutional investors for buying and deductions.
If the market cannot quickly exceed the level, there is a risk that the price of AMD shares will remain in the range at current levels. The movement above the 30-week EMA would be a bull sign indicating Improved market moods and universes for investorsAMD shares market will probably rise to $ 147.50 Soon after, and potentially continue to grow until the end of the year.
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