: Multi-year deals with Meta Platforms , OpenAI , and Anthropic underpin its growth trajectory. Valuation and Analyst Sentiment
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: A surprise shift in demand back toward CPUs—essential for "agentic" AI workloads—has benefited AMD significantly. : Multi-year deals with Meta Platforms , OpenAI
: Earnings per share (EPS) are projected to jump nearly 60% in fiscal 2026 , which brings its forward P/E ratio down to roughly 40x . : Multi-year deals with Meta Platforms