Advanced Micro Devices (AMD) has seen its stock rise 99% since February 2026, fueled by strong performance in AI and data center markets. AMD's new MI400 GPU and Helios rackscale solution target the AI inference market, directly competing with Nvidia's established position. Despite a recent 10% stock pullback, AMD's broader technology stack and open-source customization offer a longer growth potential compared to Nvidia's GPU-focused strategy. While AMD trades at a high valuation, its expected revenue growth and market share gains make it a promising option for long-term investors.
NVIDIA, Broadcom, and AMD, key players in AI semiconductor stocks, have seen recent price pullbacks despite strong earnings and growth forecasts. NVIDIA reported strong Q1 fiscal 2027 results with significant data center revenue growth and expects co...
AMD reported record revenue of $11.54 billion, driven by a 107% year-over-year increase in Data Center revenue to $6.72 billion, fueled by strong demand for EPYC server chips and MI450 GPUs in the new Helios rack. Meanwhile, NVIDIA posted an $82 bill...
SpaceX's decision to build its AI infrastructure on NVIDIA's Vera Rubin platform, claiming 20% of NVIDIA's next-gen capacity, signals NVIDIA's advantage in allocation control rather than AMD's decline. Despite losing SpaceX, AMD reported strong Q2 re...
The S&P 500 Index may reach 8000, supported by strong AI fundamentals and recent Treasury buybacks that lowered long-term bond yields. Growth in AI capital expenditure, rising compute prices, and enterprise adoption underpin the AI-driven market desp...
Stanley Druckenmiller’s Duquesne Family Office sold all shares of Micron, Intel, and Broadcom in Q2 2026, shifting focus to AI-related infrastructure. The fund opened new positions in Equinix, a major data center operator benefiting from AI-driven de...
