NVIDIA VS AMD
US polls hit tech stocks; Qcomm’s Dhanteras gold rush
US technology stocks took a major beating days after the Democratic Party took control of both chambers of the Congress. This and more in today’s ETtech Top 5.
Supportive of efforts by model companies to take more responsibility: AMD tech chief
Advanced Micro Devices (AMD) is supportive of the comments made by AI industry leaders on slowing down development of frontier models to address safety risks, said the US chipmaker’s chief technology officer, Mark Papermaster.
Michael Burry pulls back on risk, says he’s happy to sit on cash. Is Big Short investor reversing his bearish AI bets?
Michael Burry is pulling back on portfolio risk, exiting December 2026 put options on Nvidia and Palantir without rolling them over. The ‘Big Short’ investor said he is “happy to sit on cash” while continuing to hold 2027 Palantir puts and QQQ puts, amid renewed warnings about stretched AI valuations.
AMD shares jump 13% as AI chip demand lifts strong results
Shares of Advanced Micro Devices jumped sharply after the chipmaker delivered strong quarterly results and issued an upbeat outlook, driven by robust demand for AI chips. Growth in its data centre business and rising adoption of AI infrastructure reinforced investor confidence in AMD’s position as a key challenger in the AI semiconductor space.
AMD stock surges past $300 as AI demand and analyst upgrades boost momentum
AMD stock is rising fast and crossing key levels as demand for AI chips grows and analysts give positive targets. The company is getting strong support from the semiconductor market and big tech spending. Investors are now watching the upcoming earnings report closely, as it will decide if AMD can continue this rally or face some slowdown in the near future.
AMD stock today soars 10% after Meta’s AI chip deal – will this partnership challenge Nvidia’s dominance?
AMD stock price today: Advanced Micro Devices stock saw a significant jump following a major partnership with Meta. Meta will deploy up to six gigawatts of AMD GPUs for its artificial intelligence infrastructure. This multi-year deal involves custom AMD Instinct GPUs and EPYC CPUs. Shipments are set to begin in the second half of 2026.
Intel shares tumble as supply chain snarls hamper turnaround
Intel's stock dropped significantly after it failed to meet high demand for its data-center chips. The company faced supply issues for crucial AI components. This setback comes as investors had shown renewed interest in Intel's turnaround efforts. A surge in memory chip prices also impacted its PC market outlook.
Intel stock rallies 9% - what is driving INTC shares up today? Key reasons
Intel stock today: Intel shares surged over nine percent on Wednesday. Investor confidence is rising due to gaming innovation and AI momentum. Intel is targeting the handheld gaming market with new Panther Lake processors. This chip is built on Intel's advanced 18A process. A partnership with Nvidia strengthens Intel's AI server strategy.
ETtech Explainer: What’s Nvidia's Rubin platform, and why it matters for AI
The Rubin platform moves Nvidia from a seller of powerful GPUs to delivering fully integrated AI computing systems. Rubin is made up of six chips, consisting of tightly connected processors and networking components — Vera CPU, Rubin GPU, NVLink 6 Switch, ConnectX-9 Super NIC, BlueField-4 DPU, and Spectrum-6 Ethernet Switch.
AMD the next Nvidia in making? AMD stock rises to all-time high – what is powering AMD rally; here’s the latest AMD stock prediction
AMD stock is on a record-breaking streak. It’s trading around $253 after a 6.5% surge Friday, up nearly 90% this year—thanks to major AI partnerships that have Wall Street buzzing. A game-changing OpenAI chip deal on October 6 sparked a 34% single-day jump. Then came an Oracle GPU order and an IBM quantum breakthrough, lifting AMD shares another 7–8%. Now, analysts are racing to catch up. Bank of America lifted its target to $300, HSBC to $310, and others into the high $200s.
MI450 series: The wonder chip that forced OpenAI into a deal with AMD — should Nvidia worry?
AMD vs Nvidia AI: AMD is preparing a significant launch with its MI450 processor. This new chip aims to compete directly with Nvidia in the AI market. The MI450 is expected to offer a full package of hardware and software. AMD is confident this will be a major step for the company. The launch is planned for 2026, coinciding with Nvidia's next-generation chips.
Nvidia stock — will Nvidia’s China chip deal spark a surge or will Trump’s 15% revenue cut stall the rally?
Nvidia stock is in the spotlight after the chipmaker secured approval to resume selling its advanced H20 AI chips to China. The deal, however, comes with a controversial twist — the Trump administration is requiring Nvidia and AMD to give 15% of their China AI chip sales revenue to the U.S. government. While this move restores access to one of Nvidia’s most important markets, it could also hit profit margins by up to 15 percentage points.
AMD launches RX 9060 non-XT with 28 CUs and 8GB memory—Could this budget GPU finally crack Nvidia’s long-standing monopoly?
AMD Radeon RX 9060 non-XT is AMD’s latest RDNA 4 graphics card, designed for smooth 1080p gaming at an affordable price. With 28 compute units, 8GB GDDR6 memory, and support for AMD FSR 4, this GPU delivers solid performance for budget-conscious gamers. Although it's not sold separately in retail, it powers select prebuilt PCs with efficient performance and next-gen features like ray tracing. The RX 9060 non-XT is perfect for gamers who want fast frame rates without spending big, making it a smart entry-level choice in 2025’s evolving graphics market.
Jensen Huang may have met his match, and it’s not AMD, but a stealthy South Korean challenger
FuriosaAI, a rising South Korean chipmaker, is quietly emerging as a serious Nvidia challenger in the AI hardware world. After turning down Meta’s $800M offer, FuriosaAI partnered with LG to power its LLM platform, proving it can outperform even Nvidia’s best chips in efficiency and cost. Their RNGD chip delivers faster AI inference while using far less power. This bold move signals a possible shift in global AI chip dominance. With Nvidia’s grip on the AI industry being tested, FuriosaAI might just be the surprise competitor Jensen Huang never saw coming.
AMD stock soars 8% as new AI chips take aim at Nvidia’s throne — is a power shift coming?
AMD stock soars 8% after unveiling its powerful MI350 AI chips, signaling a bold challenge to Nvidia’s dominance in AI hardware. Backed by HSBC’s upgrade and a price target boost to $200, AMD is finally stepping out of Nvidia’s shadow. With its next-gen MI400 series expected in 2026, AMD is gaining momentum in the AI arms race. Investors are now watching closely as the company earns new credibility in high-performance AI chips. As AMD chips line up for enterprise adoption from tech giants like Microsoft and OpenAI, the stock’s breakout hints at a potential power shift in AI.
AMD stock soars as HSBC predicts $200 target — Is Nvidia's AI crown in jeopardy?
AMD stock price surged over 4% after HSBC upgraded it to ‘Buy’ and raised the target price to $200, signaling nearly 40% upside. HSBC is now bullish on AMD’s MI300X and MI350 AI chips, which are gaining ground against NVIDIA’s GPUs. Big names like Meta, Microsoft, and OpenAI are adopting AMD accelerators, fueling growth in its AI business. With a $5 billion AI revenue target by 2025 and rising demand across hyperscalers, analysts believe AMD is well-positioned for a major run. Investor confidence is rising, and Wall Street is now betting on AMD to challenge NVIDIA in AI chips.
Game over for Nvidia? Lisa Su breaks silence as AMD chips leave Nvidia in the dust
Lisa Su of AMD spoke about AI at a conference in California. She highlighted AMD's role in solving global issues with high-performance computing. AMD's new MI355 chip is faster and cheaper than Nvidia's. Analysts have raised AMD's target price, noting its growing client list. Despite the hype, AMD's stock is currently down.
What kind of PC do you need to play GTA 6? processor, specs, cost, and other platforms explained
As GTA 6 anticipation soars, gamers ponder PC readiness, with Rockstar expected to push hardware limits. Estimated PC requirements range from budget 1080p builds to high-end 4K rigs. PlayStation 5 and Xbox Series X|S offer optimized console alternatives, providing a plug-and-play experience for the highly anticipated open-world title.
Wall Street analysts say this AI stock will rise by 115%, whereas the other will plummet by 84% in 2025; here are the reasons. Are you invested in the stocks?
The AI hype has bolstered related stocks throughout 2024, also backed by the US stock market bull run. However, it now looks like that surge may come to a grinding halt in 2025 for most AI stocks, except one. Here's why
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