AMD's data center revenue surged 97% to $8.55 billion, driven by new Helios rack deployments, signaling a shift toward becoming a major data center player. Meanwhile, NVIDIA remains dominant with $89 billion in data center revenue and strong AI-focused networking sales, but faces supply and memory cost challenges. AMD's growth outlook for 2027 is ambitious, with key risks including timely Helios system shipments. The market has already priced in AMD's rising momentum, while NVIDIA continues to excel in cash generation and quality.
Nvidia's market cap stands at $4.39 trillion as of November 6, 2026, 21:01 WIB, reflecting its dominant position in the data center sector despite AMD's rapid revenue growth. On Pluang, Nvidia's stock price is $189.56 with a 1-day gain of 4.38%, and trading volume is robust at over 301 million shares. Investor interest is balanced with 51% buying and 49% selling activity, indicating active engagement amid the ongoing competition between the two tech giants.
Nvidia's stock has fallen 23.53% over the past month, with shares currently trading at $181.6, down from $200.13 last week. This decline comes despite the company reporting a strong 106% year-over-year revenue growth in its latest quarter. The main c...
ARK Invest CEO Cathie Wood bought $45.9 million of Nvidia shares while selling $119.7 million of Broadcom during a semiconductor selloff linked to political concerns about data center construction after the recent U.S. midterm elections. Nvidia and B...
Apple's market capitalization reached $5 trillion, surpassing Nvidia by about $615 billion after Nvidia's shares dropped over 9% due to concerns about tougher AI regulations from a Democratic-controlled Congress. Nvidia, heavily reliant on AI data ce...
On November 5, 2026, ARK Invest led by Cathie Wood sold about $134 million worth of Broadcom shares and purchased Nvidia and SpaceX shares totaling roughly $100 million. This move reflects a strategic shift from Broadcom's custom AI chips toward Nvid...
The VanEck Fabless Semiconductor ETF (SMHX) has fallen below key moving averages due to political concerns, creating a rare buying opportunity. Its portfolio focuses on mega-cap fabless chip designers like NVIDIA and Broadcom, positioned to benefit f...
