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06.07.26 - 18:00
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Is This Where AMD Catches Nvidia? Goldman Sachs Says It’s Gaining Ground (24/7 Wall St.)
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Artificial intelligence has become one of the biggest investment themes of the decade, but leadership inside the industry isn't standing still. Nvidia (NASDAQ:NVDA) has dominated AI accelerators for years, rewarding shareholders with extraordinary gains. Yet the next phase of the AI infrastructure buildout may look more competitive than the last. Companies are looking for alternatives ... Is This Where AMD Catches Nvidia? Goldman Sachs Says It's Gaining Ground...
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06.07.26 - 16:06
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Broadcom Rallies 6% on a Broadened Apple Partnership as AMD Gains 8%, Intel Rises 4% (24/7 Wall St.)
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Shares of Broadcom (NASDAQ:AVGO) are up 6% to $381 in early Monday trading after the company said it agreed to expand its custom-chip partnership with Apple (NASDAQ:AAPL) through 2031. The news is fueling a broad semiconductor rebound after last week's pullback. Advanced Micro Devices (NASDAQ:AMD) stock is up 8% to $561, and Intel (NASDAQ:INTC) stock ... Broadcom Rallies 6% on a Broadened Apple Partnership as AMD Gains 8%, Intel Rises 4%...
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05.07.26 - 19:54
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AMD vs Palantir: Which AI Giant Is a Better Buy? (24/7 Wall St.)
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AMD (NASDAQ:AMD) and Palantir (NASDAQ:PLTR) both delivered blockbuster Q1 2026 results in early May, attacking the AI opportunity from different angles. AMD sold the silicon that trains and serves models. Palantir sold the software layer that turns those models into enterprise workflows. Two months later, the market is rewarding execution very differently. Instinct GPUs Carry ... AMD vs Palantir: Which AI Giant Is a Better Buy?...
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05.07.26 - 16:42
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Is Nvidia Undervalued or AMD Overvalued — or Both? (24/7 Wall St.)
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Artificial intelligence continues to reshape the technology industry at a pace few expected. What began as a race to build faster AI chips has expanded into a massive infrastructure buildout spanning data centers, networking equipment, memory, storage, and servers. That evolution is creating fresh opportunities for investors willing to look beyond yesterday's winners. Nvidia (NASDAQ:NVDA) ... Is Nvidia Undervalued or AMD Overvalued — or Both?...
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