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Digital Trends
7 hours ago
- Digital Trends
I'm ready to wait for the RTX 50 Super as my next GPU upgrade, but it's not that simple
While I already own one of the best graphics cards, it's hard to deny that I'm always looking for upgrades. Or rather, always telling myself I don't quite need to upgrade just yet, and then still staring at all sorts of new benchmarks, and then doing a quick GPU price check just in case … What can I say, I love a new GPU release. It's no wonder that the idea of the rumored RTX 50-series refresh excites me, then. Leakers claim we're looking at huge VRAM upgrades — something that many gamers need right now. However, there are a few things that worry me, making me reconsider whether the RTX 50 Super will be worth waiting for. The upgrade that gamers so badly need If there's one thing most PC gamers can agree on these days, it's that GPUs could use more VRAM. This is especially true for 8GB graphics cards, which are a bit of a budget trap. They're kind of good enough for right now, but what about in three or four years? Games demand more and more video memory, which makes it harder to recommend these graphics cards if you're looking for something to run AAA titles on high settings for a few years. Recommended Videos This is partly why many PC gamers are currently waiting for Nvidia's RTX 50-series refresh, also known as the Super cards. While Nvidia hasn't as much as confirmed their existence, many leakers agree that the Super refresh is likely to happen, and it sounds pretty exciting on paper. Mind you, none of these leaks have been confirmed by Nvidia, so take them with a healthy serving of salt. Recently, well-known leaker kopite7kimi teased a possible configuration for an RTX 5080 Super, the successor to the base RTX 5080. Kopite7kimi said that we can expect the same number of CUDA cores, but a vastly improved memory interface. GeForce RTX 5080 Super PG147-SKU35 GB203-450-A1 10752FP32 256-bit GDDR7 24G 32Gbps 400+W — kopite7kimi (@kopite7kimi) May 20, 2025 The RTX 5080 Super is said to feature 24GB of VRAM, clocked at 32Gbps. This means that Nvidia wouldn't just add an extra 8GB of VRAM to the existing RTX 5080; it'd also use faster memory modules. All in all, this would be a huge upgrade. VideoCardz shared the rumored specs for the other two cards currently speculated to receive a refresh — the RTX 5070 Ti Super and the RTX 5070 Super. The 5070 Ti Super is said to retain the same core count, while the RTX 5070 Super might get a slight 4% increase. Both cards see nice memory upgrades, though. The RTX 5070 Ti Super might end up on par with the RTX 5080 Super, now equipped with 24GB of VRAM, while the RTX 5070 Super could be bumped up to 18GB. Gains across the board. The gains stretch to include the cards' TDP, though. Every GPU is said to receive an increase in power draw, ranging between 25 and 55 watts. Sooner than expected While many expect the RTX 50 Super to launch at some point, I have to say that I didn't expect it to be this year. However, TweakTown claims that we might see the cards just in time for the holiday season in 2025. This would be a departure from what Nvidia has done in the previous generation. A more likely timeline would include an announcement at CES 2026 in January, followed by a January to February release. However, if Nvidia can get the cards out quicker, that'd be great. Not only is the end of the year a popular time for shoppers, but it's also the time when many AAA games launch. Moreover, given the current state of the GPU market, adding more graphics cards to the shelves is always going to be a good idea. On paper, everything sounds great, and all we can hope for is that Nvidia actually goes through with this rumored plan. If it does, we'll have more GPUs available, with more robust memory interfaces, ready to deal with some of the most demanding games. And yet, I'm worried. As things stand right now, you'd be hard-pressed to find a decent GPU selling at the recommended list price (MSRP). Many sell for hundreds of dollars above that price, including cards like the RTX 5090 and the RTX 5080. This complicates things, and seeing as it's been the case for the majority of the year (or all of it, really), it's hard for me to believe that the market conditions might miraculously improve between now and December. Right now, we're forced to hunt for upgrades and either pay a premium or wait for weeks on end for something at MSRP to be restocked. Nvidia has to be aware of the situation, so the question is: Will the current market conditions affect the pricing of the RTX 50 Super? In my opinion — it's possible. Even if Nvidia doesn't choose to price the cards a lot higher than their predecessors, the current supply and demand might still cause high pricing across the board. Is the RTX 50 Super worth waiting for? If you're currently buying a GPU, you might be wondering whether there's any point in just holding off for an RTX 50 Super card instead. I get it — the VRAM upgrades are enticing, and as GPUs are expensive right now, you're no worse off just waiting. However, we don't know when, or even if, Nvidia will launch these graphics cards. We don't know their exact specs or, most importantly, their prices. Waiting is a gamble right now, and it might pay off, but it could also backfire. My advice is to keep an eye on your retailer of choice and look for GPUs that are close to the MSRP. If you spot one of the few graphics cards that are worth buying right now, go for it and don't look back. There'll always be something new to look forward to, so you could end up stuck in a perpetual waiting room otherwise.
Yahoo
8 hours ago
- Yahoo
Why AMD Stock Is Plummeting Today
Key Points AMD reported its second-quarter earnings after the market closed yesterday and posted better-than-expected sales. While AMD's top-line result beat expectations in Q2, performance in the AI data center market was weaker than expected. AMD saw strong sales for CPUs and other product categories, but what investors really want is stronger momentum for AI data center GPU sales. 10 stocks we like better than Advanced Micro Devices › AMD (NASDAQ: AMD) stock is getting hit with a big pullback in Wednesday's trading following the company's latest earnings report. The semiconductor specialist's share price was down 9.2% at 11 a.m. ET. AMD published its second-quarter results after the market closed yesterday and reported earnings that were in line with Wall Street's targets and sales that beat expectations. While the company issued encouraging forward sales guidance, growth for the company's artificial intelligence (AI) graphics processing units (GPUs) slowed and was weaker than anticipated. AMD stock is seeing big post-earnings sell-offs With its Q2 report, AMD posted non-GAAP (adjusted) earnings per share of $0.48 on revenue of $7.69 billion. Earnings for the period matched the average Wall Street analyst estimate, and sales for the period came in $260 million better than called for by the forecast. While sales were up 31.7% year over year, investors are having a problem with the revenue composition for the period. Sales for AMD's central processing units (CPUs) for PCs and servers and GPUs for gaming accounted for a bigger share of revenue than the market expected. Meanwhile, stronger growth for the company's AI data center GPUs has been central to valuation gains for the stock over the last few months. Investors are selling out of the stock today in response to AI GPU sales missing the mark. What's next for AMD? AMD is guiding for third-quarter sales to come in between $8.4 billion and $9 billion -- significantly ahead of the average analyst estimate's call for revenue of $8.32 billion in the period. Hitting the midpoint of management's guidance range would mean delivering year-over-year sales growth of roughly 28%. AMD's Q2 results and guidance for the current quarter were far from bad, but it seems sales on lower-margin CPUs are accounting for a larger-than-expected share of the company's growth. While the miss on AI GPU sales is disappointing, the stock deserves a closer look from growth investors with a long-term outlook after today's pullback. Should you invest $1,000 in Advanced Micro Devices right now? Before you buy stock in Advanced Micro Devices, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Advanced Micro Devices wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $619,036!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,092,648!* Now, it's worth noting Stock Advisor's total average return is 1,026% — a market-crushing outperformance compared to 180% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 4, 2025 Keith Noonan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices. The Motley Fool has a disclosure policy. Why AMD Stock Is Plummeting Today was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
CNBC
11 hours ago
- CNBC
Stocks making the biggest moves premarket: McDonald's, Snap, Super Micro Computer, Walt Disney and more
Check out the companies making headlines in premarket trading. McDonald's — Shares of the fast food giant gained more than 4% after second-quarter results surpassed analyst estimates. McDonald's earned $3.19 per share after adjustments on revenue of $6.84 billion. Analysts polled by LSEG were looking for a profit of $3.15 per share and revenue of $6.7 billion. Walt Disney — The media and entertainment giant slipped more than 1% on the back of mixed quarterly results . Revenue for its fiscal third quarter came in at $23.65 billion, short of the $23.73 billion estimate from LSEG. Adjusted earnings were $1.61 per share, topping the $1.47 consensus estimate. Snap — Stock in the social media platform pulled back nearly 18% after second-quarter revenue missed analyst estimates. The firm reported revenue of $1.34 billion, while analysts polled by LSEG were looking for $1.35 billion. Arista Networks — Shares of the network equipment firm advanced 13% in the premarket following better-than-expected expected second-quarter results. Arista Networks earned an adjusted 73 cents per share on revenue of $2.20 billion, while analysts polled by LSEG were looking for earnings of 65 cents per share and $6.11 billion in revenue. Uber Technologies — The stock dipped 0.5%. The ride-hailing company reported second-quarter earnings of 63 cents per share, which was in line with the consensus estimate. Revenue of $12.65 billion exceeded the $12.46 billion expected by analysts polled by LSEG. Advanced Micro Devices — The chipmaker's shares dropped more than 6% after a disappointing second-quarter earnings report . The adjusted earnings of 48 cents per share was a penny shy of LSEG estimates. The company trails Nvidia in the graphics processing unit, or GPU, market. Rivian Automotive — Stock in the electric vehicle company fell 7% as its second-quarter results missed analyst estimates. Rivian reported a wider-than-expected loss of 80 cents per share, after adjustments. Analysts polled by LSEG were looking for an adjusted loss of 65 cents per share. Skyworks Solutions — Shares of the wireless networking stock climbed nearly 1% after a better-than-expected fourth-quarter outlook. Skyworks said it expects revenue in the current quarter of $1 billion to $1.03 billion, while analysts surveyed by LSEG forecast $887 million. Skyworks also forecast adjusted fourth-quarter earnings of $1.40 per share, while analysts were looking for 97 cents. Upstart Holdings — The artificial intelligence-powered lending marketplace lost almost 2% despite offering a strong earnings report and outlook. Upstart earned an adjusted 36 cents per share on $257 million in revenue, beating the respective LSEG consensus forecasts of 26 cents a share and $225 million estimate. Hinge Health — Shares surged more than 10% following stronger-than-expected second-quarter revenue. Hinge Health reported revenue of $139 million, while analysts surveyed by LSEG were looking for $125 million. The results are Hinge Health's first quarterly print as a publicly traded company. Lucid Group — The EV stock rose 3% even though it adjusted its production outlook for 2025 . Lucid expects to produce between 18,000 and 20,000 vehicles, compared with a previous forecast of 20,000. Lucid's second-quarter results also missed analyst estimates. BridgeBio Pharma — Shares were more than 9% lower after the pharmaceutical company reported a wider second-quarter loss than analysts were expecting. BridgeBio lost 95 cents per share, compared with a FactSet forecast for a 79 cents per share loss. Super Micro Computer — The server stock plunged 17% after weaker-than-expected fourth-quarter results. Super Micro earned 41 cents per share on revenue of $5.76 billion, while analysts polled by LSEG were looking for a profit of 44 cents per share and $5.89 billion in revenue. The firm's first-quarter outlook also missed analyst estimates. Match Group — The online dating service stock popped almost 7% after the firm issued a stronger-than-expected third-quarter revenue outlook. Match Group expects revenue in the current quarter to be between $910 million and $920 million, while analysts polled by LSEG were looking for $890 million. — CNBC's Alex Harring, Michelle Fox, Yun Li and Sarah Min contributed reporting.
