Artificial-intelligence has been the hottest investing trend of the past few years, and the semiconductors that power the technology have been one of the most lucrative areas. Each year brings an ...

Nvidia's GB300 is driving a 28% surge in AI servers while Broadcom and AMD benefit, as hyperscalers ramp spending and shift ...

On Monday, during its earnings announcement, Oracle (NYSE:ORCL) delivered a striking revelation that surprised even the most optimistic analysts. The company’s remaining performance obligations (RPO) ...

Advanced Micro Devices, Inc. and Nvidia Corporation are well-positioned to ride an upgraded growth outlook in the AI inference market. Nvidia because it is the market leader, and AMD due to its focus.

It's working with OpenAI to improve AMD's software, which controls its GPUs. AMD only needs to capture some market share to be a winning stock pick. But investors will also want to factor in the ...

Both chipmakers are set to benefit from the AI infrastructure boom. Nvidia is the leader in GPU market share with strong revenue growth. AMD has a big opportunity to take a larger share in the ...

Nvidia CEO Jensen Huang has projected that AI infrastructure spending will reach $3 trillion to $4 trillion by the end of the decade. After a slate of multiyear, multi-gigawatt deals between OpenAI ...

AMD's new partnership with OpenAI allows it to purchase up to 6 gigawatts of computing power. OpenAI also has a deal with Nvidia to provide 10 gigawatts of computing power. AMD's stock is far more ...

Nvidia and AMD are entering into a period of intense competition. Nvidia went after AMD’s business with a partnership with Intel in September. AMD is hitting back with an OpenAI partnership to ...

From a candlestick perspective, AMD’s recent price action shows clear signs of steady accumulation. Buyers are in control. The recent breakout in the stock suggests that momentum is building, but it ...