Latest news with #Radeon9070
Yahoo
24-05-2025
- Business
- Yahoo
Should You Buy These Beaten-Down Tech Stocks?
AMD has seen mixed business results lately, but it's building momentum that could boost the stock. Micron Technology operates in a cyclical industry, but it's on track for record revenue this year. 10 stocks we like better than Advanced Micro Devices › The technology sector is full of innovators that offer promising long-term prospects for investors, and that's why it can be beneficial to invest in tech leaders when their share prices are down. Shares of Advanced Micro Devices (NASDAQ: AMD) and Micron Technology (NASDAQ: MU) are trading at steep discounts, while these companies are experiencing strong demand for their data center products. Is it time to buy these two beaten-down tech stocks? Advanced Micro Devices' stock has fallen 47% from its previous peak, but the shares got a boost after the company's first-quarter earnings report in May. Despite tariffs creating a lot of uncertainty for businesses, AMD surprised investors by reporting its fourth consecutive quarter of accelerating growth, led by demand for its data center and AI chips. While revenue and earnings fell sequentially over the fourth quarter, demand remains significantly elevated over last year. For Q1, revenue surged 36% year over year to $7.4 billion, with adjusted earnings up 55%. One factor sending the stock higher after the report was AMD's positive outlook for its embedded chip business, which includes sales to industrial markets. This segment posted revenue declines over the past year, but management is now guiding for a return to growth in the second half of 2025. Additionally, strong demand for AMD's new Radeon 9070 series graphics chips drove a revenue increase in the gaming segment of 28% year over year in the quarter. If both the embedded and gaming segments are growing later this year, AMD stock could potentially climb higher. The stock is trading at a forward price-to-earnings (P/E) ratio of 29, which looks attractive for a company with a history of delivering strong growth. But one factor weighing on the stock price is chip export restrictions to China, which AMD expects to reduce its full-year revenue by $1.5 billion. However, management sees the stock as undervalued based on its long-term prospects. It recently announced a $6 billion share repurchase program, bringing its total share repurchase authorization to $10 billion. CEO Lisa Su said: "Our expanded share repurchase program reflects the Board's confidence in AMD's strategic direction, growth prospects, and ability to consistently generate strong free cash flow." With AMD on the verge of potentially seeing all its segments return to growth, in addition to pursuing a $500 billion AI chip opportunity, the stock appears to be a compelling buy. The soaring demand for AI chips is also creating a strong demand environment for storage and memory products to transmit massive amounts of data in data centers. Micron Technology is a leading manufacturer of these products, but uncertainty over near-term demand trends has sent the stock 37% off its recent highs. Micron Technology operates in a highly cyclical industry. It sells memory and solid-state storage products into consumer and data center markets. The company's revenue has trended higher over the last 15 years, and it is currently sitting close to record highs from booming data center demand over the past year. Micron is currently in a strong demand cycle. The company's revenue grew 38% year over year in the most recent quarter, and management expects record quarterly revenue in the fiscal third quarter, driven by the data center market. Investors should be aware that Micron carries a higher risk than AMD. While AMD's annual revenue growth has been more consistent year to year, Micron's annual revenue in the last five years looks like a roller coaster. Investors need to know if the demand from data centers can support higher revenue and earnings in the coming years. One reason to like Micron's prospects is that data centers are going to need more memory and storage for data processing. It's absolutely essential, which is why Micron is experiencing such strong demand for high-bandwidth memory products right now. But this is a competitive market, with several manufacturers vying for market share. This can create volatile swings in selling prices that affect Micron's revenue, hence why its revenue has been volatile in recent years. Despite fluctuation in year-to-year financials due to these risk factors, Micron's innovation in memory technology, where new products are constantly pushing the needle on data retrieval speeds and overall performance, is driving higher demand over the long term. Micron is well-positioned to be a leader in serving booming markets like AI and cloud computing for years to come, and that should lead to higher revenue over the next 10 years, even though this growth may not happen in a smooth line. For what it's worth, the consensus analyst estimate has revenue climbing to $45 billion over the next two years. Earnings are expected to reach $11.12. That puts the stock's forward P/E at less than 10, which could support significant upside for the stock. 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 $639,271!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $804,688!* Now, it's worth noting Stock Advisor's total average return is 957% — a market-crushing outperformance compared to 167% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of May 19, 2025 John Ballard has positions in Advanced Micro Devices. The Motley Fool has positions in and recommends Advanced Micro Devices. The Motley Fool has a disclosure policy. Should You Buy These Beaten-Down Tech Stocks? was originally published by The Motley Fool
Yahoo
09-05-2025
- Business
- Yahoo
AMD Earnings: Data Center Shines Again
AMD beat expectations in the first quarter, with strong growth in the data center segment. Client PC revenue also surged, although the gaming business continued to struggle. No details were provided for AI accelerator sales, and the company expects a major hit to gross margin in the second quarter due to export controls. 10 stocks we like better than Advanced Micro Devices › Here's our initial take on Advanced Micro Devices' (NASDAQ: AMD) fiscal 2025 first-quarter financial report. Metric Q1 2024 Q1 2025 Change vs. Expectations Revenue $5.47 billion $7.44 billion +36% Beat Earnings per share (adjusted) $0.62 $0.96 +55% Beat Data center revenue $2.34 billion $3.67 billion +57% n/a Gross margin (adjusted) 52% 54% +2 pp n/a AMD beat expectations for revenue and earnings per share in the first quarter thanks to strong demand for data center products and solid growth from its PC business segment. Overall revenue jumped 36% year over year to $7.4 billion, marking the best first quarter in AMD's history. Data center revenue surged 57% year over year to $3.7 billion, driven by demand for EPYC server CPUs and Instinct AI accelerators. AMD didn't disclose AI accelerator sales in its earnings release, although the company may provide more details during the earnings call. AMD previously declined to provide specific guidance for AI accelerator sales in 2025. Rather, the company expects "strong double-digit growth." AMD combined its client computing and gaming segments starting in the first quarter. Client and gaming revenue jumped 28% year over year, with CPU-related revenue rising 68% and gaming-related revenue tumbling by around 30%. The new Radeon 9070 series graphics cards weren't enough to offset declining sales of game console chips. The embedded segment is starting to look better, with revenue down just 3% year over year. End-market demand remains mixed. Shares of AMD were trading up about 5% in early after-hours trading on Tuesday soon after the first-quarter report was released. The company beat expectations across the board and put up strong numbers in the data center and client PC businesses. The lack of AI accelerator sales figures didn't deter investors, although any sign of slowing demand that surfaces in the earnings call could change the story. AMD management said it expects the company to generate revenue between $7.1 billion and $7.7 billion in the second quarter, up 28% year over year at the midpoint. The company expects its adjusted gross margin to sink to 43% due to a previously disclosed $800 million charge related to AI chip exports. AMD saw strong demand for its Ryzen PC CPUs and EPYC server CPUs in the first quarter, but both businesses are exposed to U.S. tariff policy, both directly due to higher prices for end products and indirectly due to a potential economic slowdown. While AMD's second-quarter outlook was good enough to push up the stock in after-hours trading, investors should look to the earnings call for more details on how the macroeconomic environment is impacting AMD. Full earnings report Investor relations page 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 $0!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $0!* Now, it's worth noting Stock Advisor's total average return is 0% — a market-crushing outperformance compared to % for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of May 5, 2025 Timothy Green 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. AMD Earnings: Data Center Shines Again 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
Yahoo
07-03-2025
- Business
- Yahoo
The Morning After: Buying a good graphics card is an expensive mess
It's been a weird time to dip into graphics cards, GPUs and… another synonym for the GeForces and Radeons of this world. AMD has tried for a while to undercut NVIDIA with slightly cheaper but less capable video cards — but this time, with the Radeon 9070 and 9070 XT, it might have got the recipe right, especially in 4K and ray tracing performance. Devindra Hardawar says the $599 Radeon 9070 XT, in particular, is a solid midrange GPU with excellent support for 1440p gaming and a bit of 4K. It has better ray tracing support than before, it's faster than the plain Radeon 9070 and it finally has AI upscaling built in too. Not to mention, NVIDIA's similarly priced GPUs landed around the same time. See for yourself — The Yodel is the go-to source for daily news, entertainment and feel-good stories. By signing up, you agree to our Terms and Privacy Policy. It's a good strategy — better than fighting with NVIDIA at the extreme high end of GPUs. It makes more sense for AMD to focus on cards people can actually buy — if you can. It's a good time to look closer at that too. 'Buy.' Hah! The gaming PC makers and people who need high-powered machines for their work know this already — it's a mess. Not only is it impossible to find NVIDIA's 50 series GPU in stock, but as Igor Bonifacic noted, nearly every single model is way above NVIDIA's suggested price. This isn't a pandemic thing anymore, this isn't a crypto thing anymore (although that's stoked demand, of course). It's like Taylor Swift tickets or a PS5 disc drive when the PS5 Pro broke cover — it's scalpers and opportunism from the middle-man companies that make the majority of GPUs out there. — Mat Smith AMD Radeon RX 9070 and 9070 XT review NVIDIA GeForce RTX 5070 review The GPU market has broken foundations Get this delivered direct to your inbox. Subscribe right here! The biggest tech stories you missed Sorry We're Closed review Volkswagen previews its €20,000 EV for everyone MSI Claw 8 AI+ review: This cat got its bite back House Republicans subpoena Google over alleged censorship Technics AZ100 review: Supreme sound quality and a unique Bluetooth tool Is there a robot vacuum that won't destroy phone cables? How is US trade policy going to affect the price of my next phone? Do I need another phone? Ask Engadget returns, with an entirely new email address: askmat(AT) Ask me something! A sub-$500 smartphone that Engadget can endorse is a rare feat, but Nothing might have nailed it. Despite a premium Nothing Phone 3 not even existing, the company's see-thru phone series shoots straight for the cheap midrange. Many of the specs, like periscope zoom, a 120Hz 6.77-inch screen and a huge 5,000mah battery are typically in phones that are several hundred dollars more. It's all wrapped in a design full of character too. Check out my first impressions and expect a full review very soon. Continue reading. An upgraded laptop with a price drop? In this economy? The new MacBook Air, with an M4 chip, will retail at $999, down $100 from the previous starting price. There are still two size choices: 13-inch and 15-inch. RAM for the M2 and M3 laptops is 16GB by default, and the M4 model matches that standard. Apple is promising up to 18 hours of battery life, and the Airs will have support for Apple Intelligence. There's also a new look in the lineup, with a sky blue color adding a new option beside the usual shades of gray. Continue reading. Engadget has been testing action cameras for more than 16 years and with that experience, we can help you find the right model for your budget and needs. In the past, GoPro was the go-to choice for first-person action filming, whether it's surfing, rock climbing or offroading. But now, you have more choice, with models also available from DJI and Insta360. We break down all the different form factors — and our best choices. Continue reading.
Yahoo
05-03-2025
- Yahoo
AMD Radeon RX 9070 and 9070 XT review: Hitting NVIDIA where it hurts
AMD has finally done it. For years it's tried to undercut NVIDIA with slightly cheaper, but less capable, video cards like the Radeon 6700 XT and 7900 XT. And sure, it's still following that same strategy with the new Radeon 9070 and 9070 XT. This time around, though, AMD has produced far more capable hardware, especially when it comes to 4K and ray tracing performance. And there's hope that it could finally catch up to NVIDIA's DLSS AI upscaling with its new FidelityFX Super Resolution 4 (FSR4) technology. These aren't perfect video cards, to be clear. But for $549 and $599, the Radeon 9070 and 9070 XT are far more compelling than AMD's previous lineup. That's particularly true since the 9070 XT is $150 less than NVIDIA's RTX 5070 Ti, and in our testing it's sometimes faster than that card. AMD still has to prove that it can catch up to NVIDIA's DLSS, which has had several years to steadily improve its AI upscaling capabilities. In particular, AMD needs to match the performance of NVIDIA's multi-frame generation in DLSS 4, which has led to some surprisingly high fps figures while testing the RTX 50-series GPUs. AMD's Fluid Motion Frames technology is a start, but it's not nearly enough at this point. The Radeon RX 9070 and 9070 XT are AMD's first RDNA 4 GPUs, a new platform sporting more powerful and efficient compute units, third-generation ray tracing accelerators and second-generation AI accelerators. There isn't a huge technical difference between the two cards: The RX 9070 features 56 compute units, 56 ray accelerators and 112 AI accelerators, whereas the 9070 XT has eight more compute accelerators and 16 additional AI processors. The XT model is clocked slightly higher, as you'd expect, and it also draws more power (304W vs 220W). Notably, both cards also ship with 16GB of GDDR6 VRAM, whereas NVIDIA skimped a bit and only put 12GB of RAM in the $549 RTX 5070. As I was comparing our XFX-built review units, though, it was practically impossible to tell the RX 9070 and 9070 XT apart without reading the fine print on their labels. This is fairly typical for AMD cards with XT variants, and it makes sense since they're technically so similar. The XFX Swift GPUs I tested came in an elegant frost white case, with three large fans and surprisingly massive heatsinks. They're both 3.5-slot cards, so they also take up more room than the RTX 5090, which is a dense two-slot beast. Thanks to AMD's efficient RDNA design, you also don't need to rely on complex power dongles to drive these cards. They both take two PSU connections directly, and XFX recommends 800-watt power supplies at a minimum. That's significantly higher than AMD's minimum 650W spec though, so it could be that XFX is just trying to play it safe with its massive cooling setup. (If you're planning to overclock these cards, though, you'll likely want more than a mere 650W PSU.) I knew AMD was onto something special when I learned the Radeon RX 9070 averaged 60 fps in Cyberpunk 2077 in 4K Ray Tracing Overdrive mode. Sure, it needed FSR 3 upscaling to get there, but it was still better than the 50 fps I saw on the Radeon 7900XT a few years ago. The game occasionally dipped below 60 fps, but it was still very playable. 1440p was much smoother overall, averaging 117 fps. The Radeon 9070 XT, meanwhile, averaged 68 fps in 4K and 130 fps in 1440p. Sure, these numbers are far behind the raw figures from NVIDIA's RTX 5070, which used the magic of multi-frame generation to deliver 115 fps in 4K with ray tracing and maxed out graphics. That card also hit 205 fps in 1440p. But as impressed as I was by the 5070, most of those frames were just meant to deliver the illusion of smoothness. During actual gameplay, I had a hard time seeing much slowdown with either Radeon card in 4K, and the difference between the NVIDIA card was practically erased in 1440p. Remember, fps figures aren't the entire story, even though NVIDIA wants you to believe otherwise. I kept that idea in mind as I tested FSR 4, which surprised me when it averaged around 20 fps less than FSR 3 in Call of Duty: Warzone on both GPUs. The Radeon 9070 XT reached 250 fps in 4K with FSR 3, cranked up graphics and frame generation, whereas it hit 229 fps in FSR 4. AMD tells me that's no error, it's to be expected since FSR 4's AI upscaling is more focused on delivering higher quality graphics rather than a pure frame boost. I couldn't really see a huge difference while dodging bullets in CoD, but I did notice that finer textures like chain-link fences looked a bit clearer in FSR 4. (I also saw a few random glitched textures, something that was common in DLSS upscaled games early on. They weren't a major problem, but AMD clearly has to refine its upscaling model further.) At the moment, enabling FSR 4 is a bit counter-intuitive as well. You have to turn it on in AMD's driver software, and then flip on FSR 3.1 in a compatible game. Warzone also required a reboot to fully enable the feature, but the game didn't prompt me to do so. And if you want frame generation, that's another option that has to be toggled on outside of the game. Hopefully this process will be smoothed out over time, along with wider availability for FSR 4. In addition to Black Ops 6, it's supported in the newly launched FragPunk, Civilization 7, Marvel Rivals and a handful of PlayStation 5 ports like the Spider-Man games. But it's nowhere to be found in Avowed or Dragon Age: The Veilguard, where you'll be stuck with FSR 3. For games that don't work with FSR at all, AMD's Adrenaline software also has a 'HYPR-RX' mode that enables features like Radeon Super Resolution upscaling (a separate driver-level technology) and AMD's Fluid Motion Frames generation. Altogether, they led to me seeing 200 fps in Forza Horizon 5 using the RX 9070 XT in 4K with maxed out graphics settings, up from 85 fps natively. But again, those are just fps figures – AMD points out Radeon Super Resolution may not look as clear as FSR alternatives. (I didn't notice any weirdness in Forza, but I may have been distracted by the beautiful racing vistas in Mexico.) GPU 3DMark TimeSpy Extreme Geekbench 6 GPU Cyberpunk (4K RT Overdrive DLSS) Port Royal ray tracing AMD Radeon 9070 10,997 113,012 60 fps (DLSS 3 w/ frame gen) 15,888 AMD Radeon 9070 XT 13,060 130,474 68fps (DLSS 3 w/ frame gen) 17,959 NVIDIA RTX 5070 10,343 178,795 115 fps (4x frame gen) 13,920 NVIDIA RTX 5070 Ti 12,675 238,417 153 fps (4X frame gen) 19,309 AMD Radeon 7900XTX 12,969 N/A 55 fps (DLSS 3) 14,696 When it comes to benchmarks, the Radeon RX 9070 and 9070 XT hold their own against NVIDIA's 5070 and 5070 Ti in most of 3DMark's tests. In the Steel Nomad benchmark, the 9070 scored 1,100 points higher than the 5070, and the 9070 XT beat out the more expensive 5070 Ti by almost 3,000 points in Timespy Extreme. I was also surprised to see the RX 9070 scoring almost 2,000 points higher than the RTX 5070 in the Port Royal ray tracing benchmark. Previously, ray tracing of any kind was AMD's Achilles heel. Both of our XFX cards also stayed surprisingly cool during benchmarks and extended gaming sessions. They never went beyond 65C under load, and they typically idled below 40C. And since they never got very hot, I could barely hear their fans spinning up. On paper, both of AMD's new GPUs are compelling alternatives to NVIDIA's midrange cards for 1440p gamers who occasionally dabble in 4K. The RX 9070 XT is particularly interesting, since it's noticeably faster and still comes in $150 less than the RTX 5070 Ti. But we're also dealing with a chaotic time in the PC gaming world, where GPU stock can disappear quickly and prices can rocket up quickly. If you can nab either Radeon card at their listed prices, they'll be good deals. But it's not worth overpaying by too much for now. It also remains to be seen how the Trump administration's combative tariffs will affect pricing for PC hardware and electronics. Prices could easily jump by 20 percent or more to cover those costs. While NVIDIA's DLSS 4 technology is more mature and leads to higher interpolated frame rates, there's also a good argument for going with AMD's cards since they have 16GB of VRAM. They'll be better suited to handling larger textures in games down the line, and there's also the potential for FSR 4 to improve as well. It's clear now why AMD was focused on upgrading its mid-range Radeon cards first. There's not much point competing with NVIDIA at the extreme high end, like it did with Radeon RX 7900 XT and XTX. It makes more sense to focus on cards people can actually buy. The Radeon 9070 and 9070 XT also solve many of the problems I've had with AMD's GPUs in the past. They can go toe-to-toe with NVIDIA's cards, they have better ray tracing support and finally, they have AI upscaling. It remains to be seen if AMD will actually build on the promise of those features, but these cards are a hopeful start.
Yahoo
28-02-2025
- Business
- Yahoo
AMD's Radeon 9070 and 9070 XT are gunning for NVIDIA's mid-range throne
AMD's decision to start off with mid-range RDNA 4 GPUs now seems prescient. NVIDIA's high-end RTX 5090 and 5080 are already selling well beyond their absurdly high prices, if you can find any in stock at all. And while the RTX 5070 Ti impressed us, it's already selling for close to the 5080's $1,000 launch price. Now AMD's Radeon 9070 and 9070 XT, which are set to arrive on March 6, have the chance to swoop in and deliver some serious competition. Based on early briefings from AMD, which include some impressive benchmarks (still untested by us), the RDNA 4 GPUs appear to be compelling 4K and 1,440p for discerning gamers who aren't ready to drop four figures on a video card. We're still waiting for pricing details to be announced during this morning's livestream event, but expect the Radeon 9070 and 9070 XT to be aligned with the RTX 5070 ($549 MSRP) and 5070 Ti ($749 MSRP). According to early retailer leaks, they may start at $649 and $749, respectively. On top of the usual raw performance upgrades, the major selling point for these new cards is AMD's Fidelity FX Super Resolution 4 (FSR4) upscaling technology. Unlike previous iterations, this time around it's powered by machine learning, similar to NVIDIA's DLSS. According to AMD, that allows for better image quality while upscaling from lower resolutions, as well as low latency and frame generation. So what does that mean in action? AMD claims the 9070 XT can run Space Marine 2 at an average of 53fps in 4K, but with FSR 4 running that jumps to 182fps. That's similar to the leap in performance we've seen on NVIDIA's RTX 50-series GPUs, which can generate multiple frames. FSR 4 is supported on more than 30 titles at the moment, but for other games like Star Citizen and Forza Horizon 5, AMD claims its HYPR-RX driver-level upscaler can also improve performance by up to 3X. See for yourself — The Yodel is the go-to source for daily news, entertainment and feel-good stories. By signing up, you agree to our Terms and Privacy Policy. While both the Radeon RX 9070 and 9070 XT come with 16GB of VRAM (unlike the 12GB the RTX 5070 is stuck with), the latter card will likely do a better drop driving 4K 240Hz screens. The 9070 XT sports 64 RDNA 4 compute units, 64 hardware ray tracing accelerators and 128 hardware AI accelerators, while the 9070 includes 56 compute units and RT accelerators, as well as 112 AI units. The 9070 XT can also draw significantly more power — 304 watts instead of 220W — and has more than a 500Mhz boost clock lead. The standard 9070 will likely be better suited for players who game in 1,440p most of the time, but who may occasionally dabble in 4K. Curiously, most of AMD's benchmarks compare the new cards to the $549 RX 7900 GRE, a slightly under-specced card originally meant for China. But the company did make a handful of comparisons to other cards: For one, it claims the RX 9070 XT is 51 percent faster than the Radeon 6900 XT on average across 30 games while playing in 4K with maximum graphics settings. It's also reportedly 26 percent faster than the RTX 3090 across those same 30 games. As for the RX 9070, AMD says it's 38 percent in 4K/max settings than the RX 6800 XT and 26 percent faster than the RTX 3080. Surely AMD could have compared these cards to the RTX 40 lineup and newer Radeons, but then those gains wouldn't be as high. Beyond gaming, AMD says its new RDNA 4 media engine will be able to encode H.264 with better image quality, and it'll support up to 8K/80fps encoding and decoding. As for AI, the 9070 XT is 34 percent faster than the RX 7900 GRE while using Davinci Resolve's Magic Mask Tracking Tool, and it's 70 percent faster while using Procyon SD XL for generative AI. If AMD can manage to keep the Radeon 9070 and 9070 XT in stock, and also keep the prices at a reasonable level, I wouldn't be surprised if some NVIDIA diehards jump ship.
