Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.
AMDAlibaba

AMD vs Alibaba

AMD (Advanced Micro Devices, Inc.) vs Alibaba (Alibaba Group): This page compares business models, financial performance, and market context of the two companies. It presents neutral, accessible infor...

Why It's Moving

AMD

AMD Stock Dips Despite Earnings Beat as AI Delay Fears Spark Sell-Off Ahead of Q4 Report

  • Earnings beat highlighted surging AI and data-center momentum, yet valuation concerns and market weakness triggered profit-taking.
  • Wells Fargo refuted MI-series delay reports, reiterating Overweight with a $345 target, while Susquehanna and Cantor Fitzgerald boosted Buy ratings citing CPU share gains and server demand.
  • Jim Cramer praised AMD's CEO execution, fueling positive sentiment as options traders eye 7% swings post-earnings.
Sentiment:
🌋Volatile
Alibaba

Alibaba Shares Surge on AI Momentum and Analyst Upgrades Amid Rising Investor Buzz

  • Nomura and others forecast strong appreciation, backing a Moderate Buy consensus with targets around $195, driven by Asia's constructive outlook and Alibaba's AI edge.
  • Investor searches spike on Zacks, amplifying moves after shares gained 17.2% over the past month, outpacing the S&P 500 amid e-commerce sector gains.
  • Ruffer LLP boosted its BABA holdings, signaling institutional confidence despite Texas procurement ban risks and mixed prior earnings surprises.
  • sentiment_tag
Sentiment:
🐃Bullish

Investment Analysis

AMD

AMD

AMD

Pros

  • AMD has demonstrated robust recent revenue growth, with Q3 2025 sales up 36% year-over-year, reflecting strong demand for its semiconductor products.
  • The company maintains technological leadership in high-performance computing and graphics, benefiting from continued investment in AI and data centre applications.
  • AMD’s balance sheet is healthy, supporting investment in R&D and capacity expansion even as industry competition intensifies.

Considerations

  • AMD faces intense competition in semiconductors from larger rivals, which could pressure margins and market share over time.
  • Recent stock performance has shown high volatility and more down days than up, indicating investor caution despite growth metrics.
  • The company’s valuation reflects significant future growth expectations, leaving limited room for error if execution falters or demand softens.
Alibaba

Pros

  • Alibaba’s valuation appears relatively low compared to global tech peers, with a modest P/E ratio suggesting potential upside if sentiment improves.
  • The company continues to invest in AI and cloud infrastructure, aiming to unlock growth beyond its core e-commerce operations.
  • Alibaba maintains strong cash flow generation from its established Chinese commerce and logistics businesses, providing financial flexibility.

Considerations

  • Alibaba’s growth outlook is clouded by regulatory uncertainty in China and ongoing scrutiny of domestic tech firms by authorities.
  • International expansion faces geopolitical risks and competitive pressures, limiting near-term revenue diversification beyond China.
  • Recent share price weakness reflects broader concerns over China’s economic slowdown and consumer spending trends impacting core businesses.

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AMD (AMD) Next Earnings Date

Advanced Micro Devices (AMD) is scheduled to report its next earnings on Tuesday, February 3, 2026, after market close. This release will cover the fiscal fourth quarter of 2025 (Q4 2025), providing key insights into the company's year-end performance. Investors should note the consensus among multiple sources confirming this date, with the earnings call to follow.

Alibaba (BABA) Next Earnings Date

Alibaba Group (BABA) next earnings date is unconfirmed but estimated for Thursday, February 19, 2026, before market open, aligning with the company's historical late-February pattern for this release. This report will cover Q3 fiscal 2026 results. Investors should monitor official announcements for any changes to this projected schedule.

Which Baskets Do They Appear In?

Gaming

Gaming

This carefully curated collection of gaming stocks spans the entire industry, from hardware manufacturers to game developers. Handpicked by professional analysts, these companies represent the technological innovation and creative potential driving this rapidly expanding market.

Published: May 26, 2025

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