World’s Biggest Hedge Fund Sold Nvidia, Bought Super Micro, Palantir, and AMD
Bridgewater Associates disclosed the portfolio changes in a form it filed with the Securities and Exchange Commission.
Billionaire Jeff Yass Increased Susquehanna's Position in Nvidia's Largest Competitor by 94%. Time to Buy?
Jeff Yass of Susquehanna International Group has been selling Nvidia stock and quietly building a position in its biggest ...
What AMD needs to do to break Nvidia’s stranglehold on AI
Dr Seena Rejal examines the implications of increased competition in the semiconductor market on AI development.
AMD Downgrade: Don't Make The Mistake Of Buying Just Because It's Cheap
Financial analysts recommend buying Advanced Micro Devices due to its cheap valuation, but understanding why the stock slid ...
AMD Stock Could Trump Nvidia As AI Chip Market Evolves, Says Analyst: 'Time To Reconsider' The Right Winners To 'Continue Profiting'
Advanced Micro Devices Inc. could emerge as a more attractive investment option compared to Nvidia Corp. as the artificial ...
Nvidia nearly doubles AMD's R&D budget – Intel's spending dwarfs both, but struggles to compete
Recent insights from Tech Fund reveal a widening disparity in R&D budgets between competing hardware makers AMD and Nvidia, a ...
AI race entering new stage, Nvidia won’t be only winner, Barron’s says
The artificial intelligence boom unleashed by the launch of ChatGPT has been governed by a single rule — bigger AI models are better. That ...
Nvidia’s next-gen GPU plans could be good news for Intel and AMD
A new leak reveals RTX 50-series specs and possible release windows, and so far, it looks like good news for AMD and Intel.
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Is AMD The Better Bet Versus Nvidia?
However, trading at a lofty valuation of nearly 48x consensus FY2025 earnings, future gains could be harder to come by for Nvidia stock. In contrast, AMD presents a more compelling opportunity.
AMD stock price forecast: Here’s why it could rebound soon
AMD stock price has underperformed its top peers, especially NVIDIA, but technicals point to a potential rebound. It was ...