AMD reported strong Q2 FY2026 results with revenue up 50% YoY to $11.54B, driven by a 107% surge in Data Center revenue to $6.72B. CEO Lisa Su highlighted expectations for Data Center revenue to more than double in 2027, pushing EPS estimates higher. Major AI customers like OpenAI, Meta, and Anthropic have committed multi-gigawatt orders, supporting AMD's competitive edge against NVIDIA and Intel. With shares up nearly 200% year-to-date and a market cap over $1 trillion, a stock split is likely within 6-12 months, potentially increasing retail access and liquidity. Valuation remains a risk, but strong demand and execution keep investor confidence high.
AMD's strong growth contrasts with Nvidia's price of USD 224.49, which is nearly flat with a 0.04% decrease as of Sep 25, 2026 22:02 WIB on Pluang. Intel shares are down 2.29% at USD 124.47, reflecting some market caution. Nvidia's market cap remains dominant at $5.42 trillion, while Intel holds $673.40 billion, showing the scale differences in this competitive tech sector.
Investing $500 a month in Nvidia starting now could grow to approximately $63,208 by 2030 in the base case, representing a 163% return on $24,000 invested. Nvidia benefits from a strong AI infrastructure demand, with revenue expected to grow 70% in f...
A $15,000 investment split evenly among Nasdaq giants NVIDIA, AMD, and Apple is projected to grow to about $45,354 by 2030 in the base case, with a bullish scenario reaching nearly $46,851 and a bearish scenario dropping to $23,256. NVIDIA is the mai...
AMD surged past the $600 mark to $629.26, signaling strong bullish momentum with potential support at $600 on pullbacks. NVIDIA trades near $224.58, holding above its 50-day EMA and facing resistance around $230-$235, buoyed by AI market optimism des...
NVIDIA's stock trades at a relatively low forward P/E of 21 despite its revenue more than doubling year over year, driven by AI and data center growth. Analysts see potential for the stock to reach $700 by 2031, implying a 210% gain, if hyperscale sp...
The US and China have extended their trade truce by two months, focusing on farm goods like soybeans while largely sidelining semiconductors. China is meeting soybean purchase commitments, benefiting companies like Archer-Daniels-Midland and Bunge, b...
