{"id":62852,"date":"2025-08-12T02:02:10","date_gmt":"2025-08-12T02:02:10","guid":{"rendered":"https:\/\/www.newsbeep.com\/ca\/62852\/"},"modified":"2025-08-12T02:02:10","modified_gmt":"2025-08-12T02:02:10","slug":"ubs-picks-a-winner-in-the-palantir-vs-amd-ai-showdown","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ca\/62852\/","title":{"rendered":"UBS Picks a Winner in the Palantir vs. AMD AI Showdown"},"content":{"rendered":"\n<p class=\"yf-1090901\">Aug 11 &#8211; The AI race is heating up, and UBS analysts just put two big names under the microscope, Palantir Technologies (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/PLTR\" data-ylk=\"slk:NASDAQ:PLTR;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ:PLTR<\/a>) and Advanced Micro Devices (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/AMD\" data-ylk=\"slk:NASDAQ:AMD;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ:AMD<\/a>). Both recently posted solid earnings, but UBS sees them on different paths.<\/p>\n<p class=\"yf-1090901\">Palantir delivered a <a href=\"https:\/\/finance.yahoo.com\/news\/palantir-amd-ubs-picks-superior-100339787.html\" data-ylk=\"slk:milestone;elm:context_link;itc:0;sec:content-canvas;outcm:mb_qualified_link;_E:mb_qualified_link;ct:story;\" class=\"link  yahoo-link\" rel=\"nofollow noopener\" target=\"_blank\">milestone <\/a>quarter, crossing $1 billion in revenue for the first time. Sales jumped 48% year-over-year, fueled by its AI Platform and steady flow of government contracts. Big wins included a US Navy project with BlueForge Alliance and a new partnership with Accenture (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/ACN\" data-ylk=\"slk:NYSE:ACN;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NYSE:ACN<\/a>). Cash reserves climbed to $6 billion, and the stock is up a staggering 147% this year. Still, UBS flagged its lofty valuation and kept a &#8220;Neutral&#8221; rating.<\/p>\n<p class=\"yf-1090901\">AMD is splashing out in its own AI. Its quarterly revenue increased by 32% to $7.685 billion on the back of a spike in gaming and AI\/data center sales. Contracts such as those that see it supplying Nokia with EPYC processors underscore its ever-growing outreach. The competitive advantage of AMD against Intel (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/INTC\" data-ylk=\"slk:NASDAQ:INTC;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ:INTC<\/a>) is the reason why UBS analyst Timothy Arcuri is bullish on the stock with a &#8220;Buy&#8221; rating and a price target of $210.<\/p>\n<p class=\"yf-1090901\">Concisely, UBS admires the potential of Palantir but is more inclined toward AMD with its superior risk-reward in the current market of the frenzy of artificial intelligence.<\/p>\n<p class=\"yf-1090901\">This article first appeared on <a href=\"https:\/\/www.gurufocus.com\/news\/3052267\/pltr-ubs-picks-a-winner-in-the-palantir-vs-amd-ai-showdown?r=caf6fe0e0db70d936033da5461e60141\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:GuruFocus;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">GuruFocus<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"Aug 11 &#8211; The AI race is heating up, and UBS analysts just put two big names under&hellip;\n","protected":false},"author":2,"featured_media":62853,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[33153,62,276,277,49,48,40553,40554,61],"class_list":["post-62852","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-advanced-micro-devices","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-ca","tag-canada","tag-palantir-technologies","tag-quarterly-revenue","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/62852","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/comments?post=62852"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/62852\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media\/62853"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media?parent=62852"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/categories?post=62852"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/tags?post=62852"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}