The company reports Q1 earnings on May 20, and analysts are expecting another blowout quarter, with a consensus of $78.8 ...

It's not just about graphics processing units (GPUs) and data center build-outs any longer.

This earnings season has delivered plenty of good news for the artificial intelligence trade, but instead of bidding up ...

Turning to AMD’s segments, its data center business, seen by analysts and investors as the firm’s biggest driver, pulled in revenue of $5.78 billion in Q1 2026, up 57% Y/Y. AMD’s EPYC processors and ...

AMD said first-quarter revenue rose 38% year over year to $10.3 billion, adjusted earnings came in at $1.37 a share, and data ...

The excitement around artificial intelligence (AI) has returned to Wall Street after a struggle in the last four months. As ...

Alphabet surpassed Nvidia’s market cap twice in 2024. ・NVDA has a lower price-to-earnings ratio and lower RSI readings than GOOGL. ・Stocktwits sentiment was ‘extremely bullish’ for both GOOGL and NVD.

Google's decision to sell its Tensor Processing Units (TPUs) directly to enterprise customers reframes the AI compute race.

Nvidia (NASDAQ:NVDA) is up over 93% in the past year, though it is up less than 2% in the past six months. On the other hand, ...

Despite blockbuster Q1 results and impressive future guidance, HSBC’s senior analyst Frank Lee recommends caution on AMD ...

Subscribers to our Substack, The Contrarian Edge, received this commentary on Saturday, May 2. The Nasdaq Composite’s (IXIC) ...

Alphabet is on the cusp of overtaking Nvidia as the world's most valuable company, riding on a record stock rally fueled by ...