HSBC analysts upgraded their rating on AMD, noting that its latest series of chips can compete with Nvidia’s Blackwell GPUs.

Nvidia’s scaled-down chip is called the H20. Introduced in 2023, it’s a slower version of the company’s H100 chip, which was at one point its fastest data center AI accelerator. AMD’s scaled-down chip ...

AMD’s rumored 70% price jump for Instinct MI350 AI chips - from $15k to ~$25k - is a signal that ut is evolving from being a ...

Advanced Micro Devices (AMD) shares jumped Thursday after analysts suggested the company’s latest AI chips could compete with ...

Morgan Stanley has raised its price targets for Nvidia, AMD, and Broadcom, citing accelerating AI demand and strong ...

AMD stock has surged nearly 30% since April, and Blanke Schein’s CIO believes it’s still a top AI play despite high valuation ...

Nvidia Corp. and Advanced Micro Devices Inc. plan to resume sales of some AI chips in China after securing Washington’s ...

Nvidia is the dominant player in AI infrastructure, but its size could limit some of its upside. AMD and Broadcom, meanwhile, have huge opportunities. Given their smaller sizes, the stocks have the ...

Nvidia stock has been at the center of the artificial intelligence (AI) revolution for three years, but another chip stock ...

AMD stock rose Monday on reports that it has increased the price of its high-end AI chip in a show of confidence vs. Nvidia.

Investment bank Morgan Stanley raised its price targets on five makers of chips for AI data centers, including Nvidia stock.

Ark Invest CEO Cathie Wood is still trimming her exposure to Bitcoin -heavy stocks and doubling down on AI.