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Stifel analyst reiterates Buy for AMD, expecting a Q3 beat-and-raise driven by EPYC; MI450 and margins matter in Q4 outlook.
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AMD and Intel are competing for dominance in the AI chip market. AMD is experiencing rapid growth with 34.3% revenue increase and strong data center performance, while Intel is undergoing a turnaround with improving results but negative free cash flow. The article recommends AMD as the better buy due to faster growth, cleaner business trajectory, and lower execution risk.
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