Although Broadcom and Advanced Micro Devices are formidable threats to the world's largest publicly traded company, its top ...
These chip designers have been great investment options.
Nvidia actually has a solid case to double in 2026.
Most semiconductor companies followed AMD higher during Monday trading. The Philadelphia Semiconductor Index ( SOX) was up 2% ...
AMD is expected to report Q4 earnings per share (EPS) of $1.32 on revenue of $9.6 billion, according to Bloomberg analyst consensus estimates. That would mark an increase from the $1.09 and $7.7 ...
Jensen Huang has built a $4.6 trillion empire selling the picks and shovels of the AI revolution. But while he preaches ...
Nvidia's GB300 is driving a 28% surge in AI servers while Broadcom and AMD benefit, as hyperscalers ramp spending and shift ...
AMD's horizontal R&D strategy and open standards approach position it to erode NVDA's proprietary moat and reduce portfolio downside risk. Read the full analysis now.
Advanced Micro Devices (NASDAQ:AMD) just landed a chip deal with OpenAI, and the market is taking notice. The stock jumped 119% over the past year to $252, with most of that momentum coming in recent ...
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AMD's Resurgence: Outpacing Nvidia in 2026
Healthy competition helps drive innovation and in turn, investor returns. That’s exactly what we’ve seen between two of the ...
This past year was the first time AMD's stock outperformed Nvidia's since 2019.
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Microsoft won’t stop buying AI chips from Nvidia, AMD, even after launching its own, Nadella says
Microsoft says its own chip leapfrogs those made by other cloud providers like Amazon and Google. But it needs more.
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