The latest $1 trillion chipmaker now costs about 40 times its expected 2027 earnings. Its bigger, faster-growing competitor costs about 15 times its own.
A new leak claims AMD's RDNA 5 AT2 GPU has 70 compute units and clocks up to 3.4GHz, potentially outperforming the Radeon RX ...
AMD has nearly tripled while the semiconductor sector's biggest name barely kept pace with the broader market, and that gap alone rewrites the conventional wisdom about who is winning the AI chip race ...
17h
Nvidia and AMD Get the Headlines. The Real AI Winners Might Be Applied Materials and Lam Research.
Applied Materials and Lam Research build the tools behind every AI chip. See how their strategies differ and which stock best ...
Chip stocks have been doing well in recent years due to artificial intelligence (AI), and while Nvidia has typically ...
Advanced Micro Devices Inc. (NASDAQ: AMD ) spent most of the AI boom chasing Nvidia Corp. (NASDAQ: NVDA ) from a distance. In ...
ASML is one of the most important companies in the AI semiconductor ecosystem.
Led by Dr. Lisa Su, AMD joins tech titans like NVIDIA, Broadcom, and Micron in the $1 trillion club following massive growth in enterprise server and AI hardware.
When it comes to GPUs for running LLMs,should you stick with NVIDIA?Should you stick with AMD?That is the kind of choice one tends to imagine.However, on September 21, 2026, Cisco unveiled a rather ...
A day where AMD joined the $1 trillion market cap club, and a broad rally in semiconductor stocks completely erased the sharp decline from last week's AI slowdown narrative. However, the reality of th ...
Intel is the cleanest way to own the “agentic AI” demand wave without paying Nvidia-style peak multiples. The article flags ...
Falling oil prices and yields sparked a stock market rally. AMD, Intel, Micron, Nvidia and Sandisk are key movers.
Some results have been hidden because they may be inaccessible to you
Show inaccessible results