Both stocks should benefit from increasing AI infrastructure spending.
Nvidia is facing more competition in the AI chip market from AMD and Qualcomm. Despite that, the company is still the favorite AI chip provider of most AI software companies. Nvidia's strong ...
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Nvidia Stock Investors Just Got Good News From Amazon, Google, Meta Platforms, and Microsoft
Hyperscalers are likely to spend much more on AI infrastructure in 2026 than Wall Street initially estimated.
For long-term investors, Nvidia rewards shareholders with consistent performance and increasingly impressive financial results.
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 ...
A new report from Jon Peddie Research (JPR) on the discrete GPU market for the third quarter of 2025 reveals that while Nvidia remains the undisputed leader, AMD and Intel have managed to gain a small ...
AMD and Intel pick up the pieces According to the latest figures from Jon Peddie research, the Green Goblin has continued its downward spiral and it has lost more market… AMD and Intel pick up the ...
A potential $100 billion OpenAI funding wave could ignite a re-rating for Nvidia, strengthening the case to buy the AI chip leader now.
It took a minute or three (or four or five) but we can finally call Intel's modern foray into discrete GPUs a comeback! Well, sort of—NVIDIA and AMD (in that order) still dominate the discrete ...
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