AMD is noted as a high-flying AI equity included in momentum ETFs tracked by Goldman Sachs.
2 reports, 2 independent
Updated Aug 27
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What happened
AMD is noted as a high-flying AI equity included in momentum ETFs tracked by Goldman Sachs.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.- Goldman Sachs initiated a sell rating on July 15, 2025, citing concerns over GPU market positioning for AMD and Teradyne, despite their benefits from the rise of AI.Sub-event
Goldman Sachs tracks AMD in momentum ETFs due to its AI-related equities status.1 source
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The entities involved
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AMD
American multinational semiconductor company
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Goldman Sachs
American investment bank
Related events
- Major semiconductor companies like AMD and Intel are benefiting from AI growth, with analysts upgrading CoreWeave stock.
- Semiconductor stocks like Nvidia and AMD support Nasdaq strength, but market caution is rising due to hawkish FED policy.
- AMD is carving out a role in inference against Nvidia's GPU dominance, while Broadcom gains Apple as a customer for custom AI chips, benefiting Google's growth.
- Goldman Sachs and PJT Partners are noted as investment banking peers, alongside discussion of Nvidia's specialized infrastructure needs.
- AMD is leveraging its strength in central processing units (CPUs) to challenge Nvidia's market dominance in data center GPUs within the competitive AI hardware landscape.
Coverage
Newest first; wire copies grouped- themarketsdaily.com
- BenzingaNvidia's Earnings Could Make Or Break Momentum ETFs A sudden tumble in the high-flying factor names could be paving the way for a reversal, say Goldman Sachs traders, putting the spotlight on ETFs ti