The Bull Case For Advanced Micro Devices (AMD) Could Change Following AI-Focused Q4 Beat And New CMO Appointment

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Advanced Micro Devices (AMD) recently reported strong Q4 2025 results with increased sales and net income, alongside the appointment of Ariel Kelman as CMO, emphasizing its commitment to AI and data center growth. The company’s future hinges on converting its AI product lineup into sustainable earnings despite competition and high investment needs. While a strong AI performance is anticipated, investors should consider rising R&D costs and dependence on third-party manufacturing.

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