Analyzing AMD's Capacity & Lack of "A.I. Visibility" Despite Beat & Raise

AMD Inc. (AMD) saw a slight rebound after Tuesday's postmarket earnings sell-off. Matthew Bryson attributes some of the stock weakness to a lack of "A.I. visibility." However, Matthew believes the company can grow significantly if it executes on its slew of deals that include OpenAI and Oracle (ORCL). Kim Forrest expects data center revenue to continue serving as a main growth driver. Her concern lies in capacity constraints with AMD already working on the previously mentioned deals.

======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

Follow us on X – https://twitter.com/schwabnetwork

Follow us on Facebook – https://www.facebook.com/schwabnetwork

Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/

About Schwab Network - https://schwabnetwork.com/about