To: Johnny Canuck who wrote (59931 ) 9/10/2024 3:27:49 PM From: Johnny Canuck Read Replies (1) | Respond to Skip to content Advanced Micro Devices, Inc. (AMD) Stock , DELL Stock , ORCL Stock NVDA , CYBR , BRZE By: Chris Ciaccia , SA News Editor 4 Comments AMD (NASDAQ: AMD ), Dell Technologies (NYSE: DELL ) and Oracle (NYSE: ORCL ) were listed as the top technology stocks to own into the end of the year by investment firm UBS. AMD is UBS's top pick in the semiconductors and semiconductor capital equipment space, as the investment bank believes in AMD's GPU roadmap. Its GPU offerings are seen as "competitive" with Nvidia's ( NVDA ), due to superior memory bandwidth and a push towards full-system solutions, UBS said. "We see data center becoming [roughly] 70% of [operating profit] next year and AMD is seeing strong momentum on both GPU and CPU aspects." Dell is the firm's top pick in Hardware and Electronics Manufacturing Services on the belief that Dell's emerging strength in AI-focused servers and a refresh cycle for PCs are being supported by better pricing. Dell recently reported second-quarter results that topped estimates. Oracle is the firm's top pick in large-cap software, as it believes it can sustain 50% or more cloud infrastructure growth due to the increased revenue from artificial intelligence, the ramp of key customers (such as Uber and OpenAI) and database migrations to Azure. Braze ( BRZE ) and CyberArk Software ( CYBR ) were also positively mentioned by UBS in the software space. Comments (4) Nvidia: AI Is Not Translating To Higher Corporate Earnings David KsirApple iPhone Event Falls Flat Bill MaurerTesla Stock: The Case For Buying Now KM CapitalUnlocking Opportunities: Upgrading AMD To Buy On AI Prospects Star InvestmentsSuper Micro: A Bull's View On This Unique AI Opportunity HedgeMixBig Bargain Dividends I'm Grabbing With Both Hands Rida MorwaTop 5 Stocks If Kamala Wins The Election: Harris Vs. Trump Trade (SA Quant) Steven Cress, Quant TeamBroadcom: Solid Earnings - Buy The Dip Victor DergunovBuy Low, Sell High, Get Paid To Wait (5 Easy Examples) Robert & Sam KovacsThe CPI Report Could Spark A Chain Reaction For Technology Stocks Mott Capital ManagementHave a tip? Submit confidentially to our News team. Found a factual error? Report here. LenceFlatu Comments (466) f Ford Motor Company strong buyNatturner1966 Comments (10.99K) whipsawed Comments (272) state_of_affairs Comments (2.16K) @whipsawed NVidia is not going to stop selling the H100 and H200 when "Blackwell" is released. The H100 and H200 will be NVidia's bread and butter for the next couple of quarters, and it is against those platforms that AMD will position the MI300X and MI325X. AMGN 328.34 0.74% Amgen Inc. ANIP 55.05 -5.87% ANI Pharmaceuticals, Inc. CLF 10.88 -3.42% Cleveland-Cliffs Inc. NISTF 22.00 - Nippon Steel Corporation NPSCY 7.19 -1.07% Nippon Steel Corporation
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