
Stock Movers AMD Rallies; Bill Holdings Soars on Sale Talks; On Holding Climbs
Nov 12, 2025
Advanced Micro Devices sees a promising future with predicted sales growth over 35%, driven by demand for its AI data center products. Bill Holdings is gaining attention as it explores strategic options including a potential sale amid activist investor pressure. Meanwhile, On Holding impresses with an improved sales forecast, anticipating a 34% revenue growth after a strong third quarter. Listen in for insights on these market movers and the dynamic world of investing.
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Data Center Owners Plan To Accelerate Spending
- AMD claims major data center owners plan to accelerate investment rather than slow down.
- That sustained capex demand supports AMD's push against Nvidia in AI chips.
AMD's Bullish Medium‑Term AI Outlook
- AMD forecasts revenue growth averaging over 35% for the next 3–5 years driven by data center demand.
- CEO Lisa Su expects AI data center revenue to grow about 80% annually over that period.
Watch For Payments Sector Consolidation
- Bill Holdings is exploring strategic options including a potential sale amid activist pressure from Starboard Value.
- Consider monitoring consolidation moves in business-payments as buyers may pursue deals amid weak customer spending.
