Jim Cramer emphasized that AMD’s next-generation chips feature more onboard memory than competitors, underpinning robust AI chip demand. He noted that enhanced memory capacity positions the company well for the second half of the year as data-intensive workloads proliferate. Advanced Micro Devices delivered fourth-quarter revenue of $10.27 billion and adjusted EPS of $1.53, surpassing estimates of $9.67 billion and $1.32. The company guided first-quarter revenue to $9.8 billion versus consensus of $9.38 billion, prompting Benchmark to reiterate a $325 share price target and Buy rating. On February 4, Baird analyst Tristan Gerra maintained an Outperform rating on Advanced Micro Devices with a $300 price target. The firm highlighted accelerating AI x86 server CPU demand, a recovery in MI308 GPU sales and an on-track MI450 ramp in partnership with OpenAI as key growth drivers.