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AMD, NVIDIA

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Top News
Overview
 · 2d · on MSN
Why Nvidia stock could still double in 2026 despite AMD and Broadcom competition
Nvidia actually has a solid case to double in 2026.

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Blockonomi · 23h
Nvidia (NVDA) Stock Drops as AMD Reveals Troubling China Forecast
 · 1d
AMD's stock decline builds during the earnings call
 · 1d
AMD's stock falls after earnings, despite upbeat guidance. Here's what to know.
AMD's client and gaming business, which includes PC and gaming chips, saw fourth-quarter revenue rise 37% from a year ago to $3.94 billion, which topped the FactSet consensus of $3.75 billion.

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 · 17h
AMD plunge leads most chip stocks lower while Silicon Labs rockets on acquisition news
24/7 Wall St · 1d
Live: Will AMD Beat Q4 Earnings Tonight?
Morning Overview on MSN
16h

Nvidia’s biggest threat isn’t AMD or Broadcom, it’s Nvidia itself

Nvidia has turned artificial intelligence into a multi‑trillion‑dollar story, but the higher its valuation climbs, the more fragile its dominance looks. The company is not just battling Broadcom, AMD,
2d

Nvidia's Biggest Competitive Risk Isn't Broadcom or AMD -- It's Something Far More Near and Dear

Although Broadcom and Advanced Micro Devices are formidable threats to the world's largest publicly traded company, its top concern comes from within.
1d

Nvidia, OpenAI appear stalled on their mega deal. But the AI giants still need each other

Five months after OpenAI and Nvidia announced a $100 billion deal, no contract has been signed and no money has changed hands.
24/7 Wall St.
7d

$200 or $150? Nvidia’s February 25 Earnings Will Settle the Debate

Nvidia (NASDAQ:NVDA) sits at $188.52 after a 6% weekly surge. Prediction markets assign just 6% odds the stock hits $200 by month-end, yet analyst consensus targets $253. Someone’s badly wrong. The Bull Case: Infrastructure Cycle Just Starting Jensen Huang laid out the path on the Q3 earnings call: “I believe that there will be no
6d

Beyond Nvidia: 3 Alternative AI Stocks That Will Soar in 2026

Three stocks that I think can make for strong alternative investments to Nvidia are Taiwan Semiconductor (NYSE: TSM), Broadcom (NASDAQ: AVGO), and AMD (NASDAQ: AMD). All three of these companies are set to soar on similar tailwinds as Nvidia, and I think each makes for a great buy right now.
2d

The Zacks Analyst Blog Highlights AMD, NVIDIA, IBM, Oracle and Cisco Systems

Advanced Micro Devices, Inc. has surged 107.1% over the past year and easily outpaced rival NVIDIA Corp. 's gains of 63.8%. With both companies competing in the chip market, investors are left asking: can AMD continue its winning streak, and is it a good time to buy the stock? Let's find out –
24/7 Wall St.
9d

Nvidia’s Unspoken Problem: 40% of Revenue Comes From Companies Developing Their Own AI Chips

Jensen Huang has built a $4.6 trillion empire selling the picks and shovels of the AI revolution. But while he preaches accelerated computing, three existential threats aren’t discussed in earnings calls.
3don MSN

A Once-in-a-Decade Investment Opportunity: 1 Artificial Intelligence (AI) Semiconductor Stock That Could Go Parabolic in 2026 (Hint: It's Not Nvidia)

Advanced Micro Devices is swiftly becoming a major source of parallel processing power for hyperscalers.
15don MSN

AMD and NVIDIA tell GPU partners about incoming price hikes

The post AMD and NVIDIA tell GPU partners about incoming price hikes appeared first on Android Headlines.
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