NVIDIA reported a massive $81.6 billion quarter driven by its Blackwell AI platform, with data center revenue up 92% year-over-year, highlighting its dominance in AI infrastructure. AMD posted $10.25 billion, showing strong growth with a 57% increase in data center revenue, boosted by a key partnership with Meta deploying custom MI450 accelerators. NVIDIA's scale, high margins, and broad ecosystem partnerships contrast with AMD's emerging position as a credible challenger supported by hyperscaler commitments. Key factors to watch include AMD's order fulfillment, NVIDIA's China exposure, and supply chain capacity. NVIDIA's lower valuation and stronger cash generation make it the favored pick heading into the second half of the year.
Intel shares surged 8% intraday, reaching near $127 and outperforming peers AMD and NVIDIA. Year-to-date, Intel's stock has soared 237%, driven by strong revenue growth in data center and AI segments, despite no single news catalyst today. Analysts r...
The IPO market is seeing a shift from the traditional FAANG companies to a new group dubbed MANGOS, which includes Meta (or Microsoft), Anthropic, Nvidia, Google, OpenAI, and SpaceX. Several of these companies are planning to go public soon, presenti...
AMD shares rose 5% following Citi's upgrade from Neutral to Buy and a price target increase to $575, highlighting underestimated GPU growth amid AI demand. AMD reported strong Q1 2026 results with 38% revenue growth and robust data center sales, driv...
Nvidia is rated Overweight with a $305 price target, implying over 50% upside from its current price near $200. The stock trades at a low forward P/E ratio of about 15x, which undervalues its durable growth potential, especially in networking and com...
The SPDR S&P 500 ETF (SPY) has returned about 314% over the past decade, outperforming quality-focused ETFs like Invesco S&P 500 Quality (SPHQ) and iShares MSCI USA Quality (QUAL), which returned slightly less. These quality ETFs screen for financial...
