The Zacks Analyst Blog Advanced Micro Devices, Oracle and NVIDIA

For Immediate ReleasesChicago, IL – November 7, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Advanced Micro Devices, Inc. AMD, Oracle Corp. ORCL and NVIDIA Corp. NVDA.Here are highlights from Friday’s Analyst Blog:AMD Stock After Strong Q3 Earnings: Still a Buy or Overvalued?Advanced Micro Devices, Inc. recently reported a blowout third quarter and raised its outlook, driven by strong demand for its high-performance EPYC and other products. The company also secured two major deals to expand its data center artificial intelligence (AI) business. Banking on these positives, is now the ideal time to invest in AMD stock, or is it presently overvalued? Let’s take a closer look –AMD Delivers an Outstanding Q3, Raises GuidanceAMD’s third-quarter earnings results exceeded Wall Street expectations, with revenues for the chipmaker coming in at $9.25 billion, up 36% year over year, citing ir.amd.com. CFO and executive vice president Jean Hu acknowledged that the ongoing investments in the booming AI field and high-performance computing are fueling strong growth and positioning AMD to create long-lasting value for its shareholders.AMD’s data center segment, client division, and the gaming unit did exceedingly well in the last quarter. The data center segment reported revenues of $4.3 billion in the third quarter, up from $3.5 billion a year ago, surpassing analysts’ expectations. Similarly, the client division and gaming units’ revenues of $2.9 billion and $1.3 billion, respectively, for the quarter topped analysts’ estimates.Strong demand for AMD Instinct MI350 Series GPUs boosted data center revenues, while the client segment was driven by record sales of Ryzen processors. The gaming division’s revenues improved on strong demand for Radeon gaming GPUs. In fact, AMD remains optimistic about its future sales outlook, anticipating fourth-quarter revenues between $9.3 billion and $9.9 billion, once again exceeding analysts’ forecasts.In the third quarter, on a non-GAAP basis, AMD reported a net income of $2 billion, a gross margin of 52% and earnings per share of $1.20, all exceeding analysts’ expectations. These results highlighted the company’s strong execution and effective leadership.OpenAI & Oracle Deals to Bolster AMD’s Future ProspectsAMD’s latest landmark partnerships, particularly with OpenAI and Oracle, are expected to fuel long-term growth in its AI segment. Under the agreement with OpenAI, AMD will supply 6 gigawatts of AMD GPUs for OpenAI’s data centers, beginning with the deployment of 1 gigawatt of AMD Instinct MI450 GPUs in the early second half of 2026. OpenAI, on the other hand, will acquire nearly 160 million shares of AMD common stock, representing about 10% ownership in the company, citing AMD’s press release.In a separate deal, Oracle Corp. has agreed to deploy 50,000 AMD GPUs across its data centers worldwide, beginning in the third quarter of 2026. Oracle Cloud Infrastructure (OCI) will launch the first public AI supercluster using AMD’s “Helios” rack design and Instinct MI450 GPUs, as mentioned in the press release. Nonetheless, these partnerships have reinforced AMD’s position in large-scale AI infrastructure, a market mostly dominated by Jensen Huang-led NVIDIA Corp.Here’s How to Trade AMD Stock After a Strong Q3AMD’s solid third-quarter performance, driven by data center, client and gaming segments, and a combination of ground-breaking deals with OpenAI and Oracle, has solidified the company’s position in the large-scale AI infrastructure market and has set the stage for long-term growth. Thus, stakeholders should stay invested in the AMD stock.However, for new investors, now may not be the appropriate time to invest in AMD, as the stock appears to be overvalued and is vulnerable to a broader market downturn, making it a risky proposition. Based on the price-to-earnings (P/E) ratio, AMD trades at 65.15 times forward earnings compared with the Computer - Integrated Systems industry’s forward earnings multiple of 33.44.AMD, currently, has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks Rank #1 (Strong Buy) stocks here.Why Haven't You Looked at Zacks' Top Stocks?Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can access their live picks without cost or obligation.See Stocks Free >>Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Previewreports. If you want an email notification each time Sheraz publishes a new article, please click here>>>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.com                                     https://www.zacks.com                                                 Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance  for information about the performance numbers displayed in this press release.Zacks' Research Chief Picks Stock Most Likely to "At Least Double"Our experts have revealed their Top 5 recommendations with money-doubling potential – and Director of Research Sheraz Mian believes one is superior to the others. Of course, all our picks aren’t winners but this one could far surpass earlier recommendations like Hims & Hers Health, which shot up +209%.See Our Top Stock to Double (Plus 4 Runners Up) >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Advanced Micro Devices, Inc. (AMD): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report Oracle Corporation (ORCL): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks