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You may want to consider buying shares of Advanced Micro Devices (SYM: AMD).
Not only is it incredibly oversold, it’s starting to rebound with the market. Plus, as it turns out, the AI spending scare was nothing more than an overreaction.
In fact, all we have to do is look at what Microsoft and Meta just said on their earnings calls.
“Contrary to investors’ worries of slowing capex, it appears that spending for AI continues to be unabated,” Citi analyst Christopher Danely said, as quoted by CNBC. “AI infrastructure buildouts remain as key priorities for hyperscalers with the companies’ willingness to absorb the costs of tariffs. We view this as positive for AI-exposed stocks.”
Microsoft said its capex hit $16.75 billion in the third quarter. Moving forward, the company plans to spend $80 billion in 2025.
Meta also increased its 2025 capex to reflect an “increase in the expected cost of infrastructure hardware” from suppliers around the world. According to reports, the company increased its 2025 capital expenditures to come in the range of $64 billion to $72 billion, up from its prior outlook of $60 billion to $65 billion.
That’s great news for stocks like Advanced Micro Devices, too.
Helping, analysts at Susquehanna is out with a new price target of $135 with a positive rating on the oversold stock. Plus, Cathie Wood’s Ark Invest just picked up 24,800 shares of AMD for just over $2.14 million.”
Plus, earnings have been strong.
In its first quarter, AMD EPS of 96 cents beat by three cents. Revenue of $7.44 billion, up 36% year over year, beat by $320 million. For the second quarter of 2025, AMD expects revenue to be about $7.4 billion, plus or minus $300 million as compared to expectations for $7.24 billion.
“We delivered an outstanding start to 2025 as year-over-year growth accelerated for the fourth consecutive quarter driven by strength in our core businesses and expanding data center and AI momentum,” said Dr. Lisa Su, AMD chair and CEO.
“Despite the dynamic macro and regulatory environment, our first quarter results and second quarter outlook highlight the strength of our differentiated product portfolio and consistent execution positioning us well for strong growth in 2025,” Su added.
That being said, you may want to use AMD weakness as an opportunity.
Continue Reading: White House to reset Social Security?
President Trump’s inner circle has a plan that could radically change how Social Security works.
It could be implemented as soon as July 22, thanks to a plan the president and his allies have been working on since January.
In fact, just days after taking office, President Trump signed Executive Order 14179 – giving his team new powers to permanently reset how many key federal agencies work.
That reset is now ready to begin – and it’s critical you start preparing your money immediately.
Please understand… this has nothing to do with cutting budgets or firing staff.
It’s much further-reaching than that. It could have a major impact on how you collect Social Security, pay your taxes, or collect other government benefits.
Which is why it’s time to move your money before the White House makes its move by July 22.
This isn’t the first time I’ve issued a huge warning like this. Many of the biggest names on Wall Street – including Goldman Sachs, JPMorgan, and BlackRock – all follow my Boston-based financial think tank’s research. We predicted the 2008 and 2020 market crashes.
But what the White House is planning now could have a much more widespread impact than anything we’ve predicted so far.
It’ll affect you, because it’ll impact everyone who pays taxes or plans to retire in America.
