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Click here to read this on StonyFinLab.org
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Featured Student Column: Equity Research Report
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Analyst: Christopher Chan
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Research Assistant: Krish Dutta
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Advanced Micro Systems (AMD) has experienced significant growth in 2024 as a result of the increase in demand of numerous semiconductor technologies utilized by a majority of companies such as data centers and AI. This article attempts to explain the results of this growth, as well as the potential risks for getting into AMD stocks.
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This article explains the 4th Quarter earnings for AMD in 2024, driven by a record increase in their data center and client segment revenue with 94% and 52% increases respectively.
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AMD continues to experience unit and revenue x86 CPU market share in 2024 across both consumer and server segments, with AMD getting a lead at the expense of Nvidia in the consumer CPU market.
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The Morgan Stanley article discusses the outlook for the stock market in 2025, following two consecutive years of over 25% returns for the S&P 500. Historically, the third year of a bull market tends to deliver modest, but positive, returns. Factors such as persistent high interest rates and geopolitical uncertainties could lead to a "pause year" before potential market growth resumes in 2026.
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On February 1, 2025, President Trump issued executive orders imposing new tariffs on imports from Canada, Mexico, and China, effective February 4, 2025. These tariffs include a 25% duty on imports from Canada and Mexico (with a reduced 10% rate for Canadian energy resources) and a 10% duty on imports from China.
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Thanks to our members and volunteers (Seungyun Nam, Rishi Jain and Daoqi Fang) for contributions to this newsletter.
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Stony Finance Lab is a community-based finance network that aims to promote personal financial responsibility and helps the community to achieve financial confidence and financial independence through life-long learning. The emails are to distribute news and information on finance research, events, jobs related to personal finance, investments of financial and digital assets, academic finance, and entrepreneurship. All emails are for information sharing only and shall not be deemed as financial advice. The Lab is not liable for the consequence of using any information contained in the emails.
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