Intel, AMD
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One of the key drivers for AMD's positive outlook is its systems-led strategy, particularly the introduction of the Helios platform. This shift from traditional component sales to rack-scale ...
AMD’s recent pullback looks overdone ahead of Q4, as consensus underestimates systems-led monetization and improving AI ...
In terms of percentage returns, AMD shares rose approximately 77% in 2025, nearly doubling Nvidia’s more modest 39% gain.
According to recent reports, AMD has set its sights on capturing 25% of the graphics card (GPU) market share in China — a bold move aimed at challenging Nvidia’s long-standing dominance in the ...
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Advanced Micro Devices (AMD) shares edged higher by about 0.7% on early Tuesday after the company unveiled new AI-focused chips at CES 2026 in Las Vegas. AMD introduced Zen 5powered Ryzen AI Embedded ...
MI455 GPUs, EPYC Venice, networking & software—plus rack-scale gains, co-design momentum and valuation upside.
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The air in New York at AMD’s 2025 Analyst Day last Tuesday was electric — and being there on-site made it even clearer that the real story wasn’t the record-breaking numbers. It was the palpable ...
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