Nvidia Corporation's strong outlook and favorable tariff ruling has boosted semiconductor sentiment, mitigating China headwinds and supporting sector resilience. Advanced Micro Devices, Inc.'s Q1 results and ongoing data center momentum reinforce confidence in its core business, despite cyclical and competitive challenges. AI growth remains AMD's key catalyst; upcoming investor day is crucial for management to clarify long-term AI revenue outlook and drive re-rating.

Nvidia (NASDAQ: NVDA ) has just reported no less than $44.06 billion in revenue for the previous quarter and is up 6% premarket.

A unique oral drug candidate that is shown to restore vision and regenerate the retina in an animal model, addressing a major unmet need in ocular therapeutics MIAMI, FLORIDA / ACCESS Newswire / May 29, 2025 / Telomir Pharmaceuticals, Inc. (NASDAQ:TELO) ("Telomir" or the "Company"), an emerging leader in age-reversal science, today announced compelling preclinical results from a study evaluating its novel oral therapeutic, Telomir-1, in a genetically modified zebrafish model of age-related macular degeneration (AMD). Following a 14-day oral dosing regimen, Telomir-1 reversed central vision response and vision acuity, restored retinal degeneration and architecture, and significantly reduced oxidative stress-achieving improvements across several FDA-recognized surrogate endpoints relevant to AMD.

The gaming market remains out of focus for Nvidia, while Intel struggles with its latest CPU generations. Advanced Micro Devices, Inc., however, brought prominent improvement in its gaming infrastructure, which could challenge Nvidia more than ever before. I believe that with the current RDNA4 and Zen5 technology generations, AMD could be the only reasonable option for the gaming experience, strengthening the company's revenue mix.

Chipmaker Advanced Micro Devices said on Wednesday it has acquired Enosemi, a builder of photonic integrated circuits, to expand its co-packaged optics offerings across AI systems.

I rate AMD as a Buy, as its current share price undervalues its long-term prospects, especially with momentum in Data Center, Client, and Gaming segments. AMD's shift to the data center industry, strong financial growth, and a $10 billion AI deal position it for significant future revenue and profit expansion. Despite a recent debt increase for strategic investments, AMD maintains a healthy balance sheet and is well-placed to capitalize on industry growth and AI demand.

AMD has acquired Enosemi, a startup designing custom materials to support silicon photonics product development. The terms of the deal, announced Wednesday, weren't disclosed.

Advanced Micro Devices, Inc.

Advanced Micro Devices (NASDAQ: AMD) received a notable upgrade on Tuesday as HSBC Global Research analyst Frank Lee, CFA, raised the stock's rating from ‘Reduce' to ‘Hold' and sharply increased the price target from $75 to $100.

As the second half of the year approaches, the stock market presents another opportunity to get involved, and growth equities remain among the most attractive places to start.