AMD, COMPUTEX and Press Conference
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Nvidia (NASDAQ: NVDA) and AMD (NASDAQ: AMD) are excellent companies, but only one can be the best in this head-to-head comparison. *Stock prices used were the afternoon prices of May 19, 2025. The video was published on May 21,
Ken Griffin, CEO of Citadel, has halved his Nvidia stake while significantly boosting his investment in AMD, reflecting a cautious outlook on AI's impact in trading. Discover the reasons behind this strategic move and what it means for the future of chipmakers.
Bank of America Securities analyst Vivek Arya maintained a Buy rating on AMD with a price target of $130 on Tuesday.
AMD has announced FSR Redstone, a new version of its upscaling and frame gen tech for RDNA 4 gaming GPUs to compete with Nvidia DLSS 4.
Nvidia Corporation's Computex 2025 reveals innovations like Rubin AI chip & NVLink Fusion, strengthening its AI dominance. Click for my updated look at NVDA stock.
Despite Nvidia's AI semiconductor dominance, competitors are innovating to challenge its lead. Read about AMD, Qualcomm, Broadcom, Amazon, and more.
AMD is seen as an also-ran in the market for AI chips. But a BofA analyst thinks the company can still capture meaningful opportunity there.
Nvidia CEO Jensen Huang reportedly called Washington’s export curbs on the sale of AI chips to China a “failure” that would drive Chinese rivals to speed up developing their own semiconductors.