Nvidia leads the AI infrastructure market with massive revenue and high margins, but AMD is rapidly scaling with strong data center growth and improving profitability. AMD's upcoming Helios GPU and major customer commitments could reshape competition through 2027, supported by rising earnings estimates and a higher stock price gain this year. While Nvidia remains the higher-quality business, the risk-reward balance currently favors AMD as it closes the gap in AI hardware. Investors should watch AMD's execution on Helios and memory cost impacts for future moves.
Nvidia and Palantir have jointly developed a sovereign AI stack designed to improve industrial supply chain management, using Nvidia's Nemotron models and cuOpt software combined with Palantir's Foundry and Ontology. Nvidia is the initial user, apply...
Michael Burry, known for his bearish stance on AI-related stocks like NVIDIA and CoreWeave, has reduced his short positions by closing December 2026 put options on NVIDIA due to rapid time decay and strong stock performance. Despite this, he maintain...
Intel's stock fell 6% following a sharp 188% rise year-to-date, driven by profit taking amid a risk-off market mood and no new company-specific news. NVIDIA and AMD also declined 3%, reflecting a broader semiconductor sector pullback influenced by ri...
Major AI companies like Microsoft, Amazon, and Nvidia have issued about $320 billion in debt in 2026, accounting for 68% of new long-term U.S. Treasury borrowing. This surge in AI-related bond issuance is shifting the dynamics of long-term interest r...
Micron Technology's stock surged 662% over the past year due to strong AI memory demand, reaching a high near $1,254. Despite this, a proprietary model sets a 12-month price target slightly below the current price at $979.34, suggesting a 3.56% downs...
