Advanced Micro Devices is the most compelling AI trade for 2026 because it is about to start taking market share from NVIDIA.

Valued at a market cap of $363.8 billion, Advanced Micro Devices, Inc. (AMD) is a semiconductor company that designs ...

Alpha Wealth Funds, LLC, an investment management company, released its Q3 2025 letter for the “Insiders Fund”. A copy of the ...

AMD's latest data center chips for AI workloads are among the best in the industry for performance and cost. The company believes it could generate more than $100 billion in data center revenue over ...

AMD estimates its second-quarter revenue will grow 35% year over year. AMD trades at a higher premium than the industry leader, Nvidia. Investors should avoid trying to time the market based on ...

Advanced Micro Devices (AMD) is catching up to Nvidia in the coveted market for artificial intelligence (AI) data center chips. AMD plans to launch a powerful new lineup of GPUs in 2026 called the ...

Macquarie Asset Management, an investment management company, released its “Macquarie Core Equity Fund” investor letter for the second quarter of 2025. A copy of the letter can be downloaded here. The ...

Fubon Research analyst Sherman Shang released a note indicating that Nvidia may delay its next-generation Rubin series chips, originally expected to enter mass production in the third quarter of 2026.

Oracle's $455 billion in contracted obligations surged 4x year over year, showing demand for AI is still going strong. AMD and other chip stocks will benefit from the $35 billion in capex the company ...