AMD reported its best data center growth in years with revenue up 107%, while Nvidia posted higher overall revenue but guided its gross margins lower due to memory pricing pressures. AMD's gross margin rose to 56%, but remains well below Nvidia's 75%, indicating Nvidia still holds stronger pricing power in AI chips. The key indicator to watch is Nvidia's fiscal 2028 margin; if it stays near 73%, AMD isn't yet eroding Nvidia's dominance. Investors see AMD as a momentum play, while Nvidia remains the durable leader with a wider moat and cleaner margin structure.
AMD reported a 107% year-over-year growth in its data center segment, driven by strong EPYC server CPU sales and key AI GPU deals with Anthropic and Microsoft. Meanwhile, Intel also grew revenue but faces margin pressure due to $2.1 billion losses in...
Advanced Micro Devices (AMD) is positioned to lead the next AI supercycle by focusing on efficient AI hardware with its Helios rack-scale systems and strategic acquisitions. AMD offers a 30% cost advantage per token over competitors like Nvidia, supp...
Intel's stock surged 267.6% over the past year, driven by strong revenue growth in AI and data centers, and an expanding foundry business. Q2 2026 results beat expectations with 25.42% revenue growth and a 59% jump in data center and AI revenue. The ...
Rising US Treasury yields have put pressure on Bitcoin, energy sector stocks, and the USD/JPY currency pair, causing notable declines. Bitcoin dropped 1.61%, USD/JPY fell 0.99%, and energy stocks (XLE) decreased by 0.57%. These movements indicate inv...
Advanced Micro Devices (AMD) reported strong second-quarter results, with revenue up 50% and earnings per share rising 82%, driven mainly by robust demand in data centers. Despite this growth and guidance exceeding analyst expectations, AMD expects g...
