The Market Is Hitting Record Highs

Impact · against what's priced in

The article provides no new fundamental catalysts, as it merely describes the current price levels of the mentioned stocks. For the semiconductor names, being near record highs is already factored into their high multiples, while the deep drawdowns of the other listed companies represent a known valuation reset.

AMD+0.00

Already priced in

The price assumes

Current Data Center revenue of $16.64 billion and its 107% year-over-year growth rate