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Micro Devices (AMD) Could Be 47% Undervalued Following Its AI Infrastructure Push","url":"https://stock-news.laohu8.com/highlight/detail?id=2662038497","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662038497?lang=en_us&edition=fundamental","pubTime":"2026-08-28 03:25","pubTimestamp":1787858740,"startTime":"0","endTime":"0","summary":"Advanced Micro Devices (AMD) stock is back in focus after fresh attention on its AI infrastructure story, with TRACE standardization and new confidential computing deployments adding context to the company’s already closely watched valuation.\nThe recent TRACE announcement and new confidential computing deployments arrive while Advanced Micro Devices stock shows mixed momentum. The 30 day share price return of 5.79% and 7 day gain of 2.44% contrast with a 90 day share price decline of 6.81%...","market":"nz","thumbnail":"https://images.simplywall.st/asset/company-cover/168864-main-header/1756251534438","type":0,"news_type":0,"thumbnails":["https://images.simplywall.st/asset/company-cover/168864-main-header/1756251534438"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-amd/advanced-micro-devices/news/advanced-micro-devices-amd-could-be-47-undervalued-following","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-amd/advanced-micro-devices/news/advanced-micro-devices-amd-could-be-47-undervalued-following","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"simplywall_highlight","symbols":["CHPS","LU1880398554.USD","LU1989772840.SGD","AIS","IE00BZ1G4Q59.USD","LU2089985449.USD","IE00B5949003.HKD","LU1242518857.USD","BK4532","LU2355687059.USD","SOXX","IE0001KFT4U8.USD","LU0823421416.USD","USXF","AMDC","SG9999001424.SGD","LU2361044949.HKD","AMDS","AMDG","LU1989772923.USD","BK4575","LU2458330243.SGD","LU2361045086.USD","AMDU","LU2108987350.USD","LU1064131342.USD","LU1989764664.SGD","LU2896262040.SGD","IE00BMPRXQ63.HKD","LU0081259029.USD","LU1923623000.USD","LU1861220033.SGD","BK4512","LU2461242641.AUD","LU2458330169.SGD","TRFK","GAMR","LU2290526834.HKD","LU2860962120.EUR","WISE","IE00BMPRXN33.USD","LU1989764748.USD","AMYY","IETC","LU0979878070.USD","SGXZ51526630.SGD","LU1232071149.USD","LU1861215975.USD","BK4605","WUGI","LU0889566641.SGD","LU2247934214.USD","LU0056508442.USD","LU1880398471.USD","BK4554","BK4585","LU1804176565.USD","LU2250418816.HKD","LU2265009873.SGD","LU2361044865.SGD","FTXL","BK4612","IE00BQXX3C00.GBP","TEK","CNAV","LU2236285917.USD","BK4543","LU1803068979.SGD","AMDY","LU0792757196.USD","SOXY","LU0719512351.SGD","LU2462591350.SGD","LU0823434583.USD","SGXZ99366536.SGD","LU1951198990.SGD","LEGR","LU0174119429.USD","LU2264538146.SGD","LU0390134368.USD","LU0109392836.USD","BK4141","SAMD0main","AMDW","LU1852331112.SGD","LU0082616367.USD","LU0823421333.USD","BAI","AIQ","IE00BQXX3D17.EUR","LU0127658192.USD","AMDD","LU0889565833.HKD","LU2456880835.USD","LU2098885051.SGD","LU0198837287.USD","LU0642271901.SGD","SMH","TTEQ","FAI","IE00BMPRXR70.SGD","LU0786609619.USD","LU2054465674.USD","LU0274383776.USD","LU0823434740.USD","PSI","LU1242518931.SGD","BK4566","LU2360106780.USD","ILDR","LU1267930813.SGD","SGXZ81514606.USD","LU2360107168.USD","IE0009356076.USD","LU0048584097.USD","LU1861558580.USD","LU1316542783.SGD","LU2931357623.SGD","DAMD","AMUU","BK4529","LU1951200564.SGD","LU0251132253.USD","BK4573","AMDL","BK4588","IE0004445239.USD","BK4614","LU1303367103.USD","LU2417539215.USD","IE00B1BXHZ80.USD","LU2242649171.HKD","AMD","SMHX","BK4534","IE00BKVL7J92.USD","LU1861559042.SGD","LU1988902786.USD","IE00BQXX3F31.USD","QQQA","LU0133085943.USD","LU0210536198.USD","XNTK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662698080","title":"Sector Update: Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2662698080","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662698080?lang=en_us&edition=fundamental","pubTime":"2026-08-28 03:24","pubTimestamp":1787858693,"startTime":"0","endTime":"0","summary":"Tech stocks were higher late Thursday afternoon, with the State Street Technology Select Sector SPDR ETF  rising 2.7% and the State Street SPDR S&P Semiconductor ETF  adding 1.4%.The Philadelphia Semiconductor index climbed 1.6%.In corporate news, Meta Platforms  at one point this year internally projected it could spend up to $10 billion annually on Amazon-backed  Anthropic's AI models, The New York Times reported. Meta's business would have formed a significant portion of Anthropic's annual revenue, which the company estimated in July would pass $65 billion, the report said. 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Micron (MU), one of the ‘HOTTEST’ Companies in the World, just announced a...","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/the-fly/trump-calls-micron-one-of-the-hottest-companies-after-massive-deal-thefly-news?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/the-fly/trump-calls-micron-one-of-the-hottest-companies-after-massive-deal-thefly-news?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["IETC","LU0056508442.USD","LU2471134952.CNY","LU0081259029.USD","BK4532","LU2458330169.SGD","LU1852331112.SGD","SG9999001424.SGD","LU2286300806.USD","EGGY","IE00B5949003.HKD","LU2168564149.EUR","LU1868836914.USD","WUGI","EMSF","XNTK","LU1280957306.USD","LU0642271901.SGD","IE00B19Z3B42.SGD","LU1674673428.USD","LU2543165471.USD","IE0009356076.USD","XLK","LU0417517546.SGD","LU0943347566.SGD","LU0238689110.USD","BK4585","LU0096364046.USD","EFIV","SGXZ81514606.USD","LU0203347892.USD","IE00B7SZLL34.SGD","IE00B19Z3581.USD","LU0061475181.USD","ARTY","LU1720051108.HKD","FTEC","SOXX","BK4512","TTXU","LU2290526834.HKD","LU0127658192.USD","LU1861220033.SGD","LU2471134523.USD","BK4605","IE00BJLML261.HKD","LU1861215975.USD","PTF","FDTX","LU1267930730.SGD","LU0820561818.USD","LU1720051017.SGD","LU0820562030.AUD","BOBP","VGT","CHAT","IE000M9KFDE8.USD","LU0672654240.SGD","LU1366333091.USD","MUYY","LU2168564222.USD","LU1778281490.HKD","LU2403377893.USD","LU0320765059.SGD","LU2931357623.SGD","LU2168564495.EUR","LU0820561909.HKD","LU2089985449.USD","IE00BK4W5M84.HKD","MUZ","LU0133085943.USD","LU2357305700.SGD","CGGO","LU2471134796.USD","LU2471134879.HKD","FTXL","AIQ","LU2756315664.SGD","CHPX","LU1145028129.USD","LU1868837136.USD","BK4554","BK4553","AIS","LU0109391861.USD","LU2168563687.JPY","LU2211815571.USD","LU1267930813.SGD","BK4141","MUD","LU2750360997.AUD","TRFK","LU2357627491.SGD","LU0256863902.USD","LU2360107168.USD","LU1548497426.USD","LU1868836591.USD","SOXQ","SMH","IE00BKDWB100.SGD","MULL","IE00BSNM7G36.USD","LU1316542783.SGD","LU2102340556.USD","SHOC","LU0689472784.USD","BK4588","LU2023250330.USD","AIFD","LU1629891620.HKD","RULE","LU0256863811.USD","GB00BDT5M118.USD","IXN","IE0002270589.USD","HBMX","MU","LU1989764664.SGD","WLDR","LU0109392836.USD","BK4533","LU2168564065.EUR","SGXZ99366536.SGD","CHPS","LU0274383776.USD","IE00BK4W5L77.USD","BK4566","FXL","LU1323610961.USD","MUG","FAI","LU2054465674.USD","LU0082616367.USD","BK4543","LU0640476718.USD","IE00B1XK9C88.USD","USXF","LU0683600562.USD","LU2458330243.SGD","LU1551013342.USD","LU0792757196.USD","LU2213496289.HKD","MIC","DRMY","LU0964807845.USD","LU0323591593.USD","BK4575","LEGR","IE0034235303.USD","LU1868837300.USD","LU0889566641.SGD","LU1551013425.SGD","LU2250418816.HKD","LU0154236417.USD","LU1674673691.USD","BK4579","LU2048586759.USD","SMU00main","LU2360106780.USD","LU0708995401.HKD","LU0719512351.SGD","SGXZ51526630.SGD","PSI","MUU","LU0787776722.HKD","LU0859254822.USD","LU1868836757.USD","LU0203345920.USD","DISK","LU1989764748.USD","LU0889565833.HKD","LU0210536198.USD","LU0157215616.USD","LU1914381329.SGD","LU2750360641.GBP","BK4527","IE00BWXC8680.SGD","LU2896262040.SGD","JGRO","LU2756315318.SGD","LU1803068979.SGD","BAI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662087494","title":"Nvidia's 2Q Print May Offer Glimpse into Revenue from SpaceX","url":"https://stock-news.laohu8.com/highlight/detail?id=2662087494","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662087494?lang=en_us&edition=fundamental","pubTime":"2026-08-28 02:42","pubTimestamp":1787856120,"startTime":"0","endTime":"0","summary":"1442 ET - Nvidia's second-quarter release suggests that SpaceX may have contributed around $13 billion in revenue over the past six months, implying a trajectory of one gigawatt a year, UBS analysts write in a note. \"This is a number that should increase dramatically,\" they add. Nvidia breaks down data center revenue into hyperscalers and a bucket called AI Clouds, Industrial, & Enterprise, and in the second quarter reclassified one customer from ACIE to hyperscaler -- a company UBS suspects to be SpaceX. If true, the numbers before and after the reclassification indicate SpaceX added $6.14 billion in revenue in fiscal 2025, $18.15 billion in fiscal 2026, and $5.18 billion in the first quarter of fiscal 2027. SpaceX has made Nvidia its exclusive chip provider, Elon Musk said earlier this month. Nvidia gains 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