Citi analyst Christopher Danely views Nvidia’s (NVDA) keynote at GTC as good for Micron (MU), no impact to Broadcom (AVGO), and slightly ...

AMD’s stock has been underperforming in the last year despite the decent growth of its business. Going forward, we see the amount of risks increasing and limiting the ability of AMD’s stock to ...

While both AMD and Nvidia make some of the best graphics cards, pitting the two against each other usually reveals that Nvidia dominates the GPU market with an over 80% share. However, a new ...

AMD and Nvidia sell the hardware needed for artificial intelligence (AI) systems, leading to outsized sales growth for both companies. AMD's data center business is a proxy for its AI success ...

I believe Nvidia's Q4 earnings will shed some light on this question. AMD’s Q4 earnings show Data Center up 69%, well below Nvidia's Q3 results. AMD is failing to catch up. Yet, I think it is ...

Nvidia is the 800-pound gorilla of the GPU market, while AMD is the distant underdog. Nvidia's share of the entire discrete GPU market grew eight percentage points year over year to 90% in the ...