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.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
INSIGHT

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.
INSIGHT

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.
ADVICE

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.
Get the Snipd Podcast app to discover more snips from this episode
Get the app