Wall Street could still be underestimating Nvidia and overestimating AMD.

Use left and right arrow keys to seek audio. AMD and NVIDIA graphics cards will be more expensive in coming weeks, with AIB partners being prepared for price increases because of the price surges on ...

Advanced Micro Devices, Inc. is rated a “Strong Buy” and Nvidia Corporation a “Strong Sell,” advocating an equal-weighted portfolio to optimize risk-adjusted returns. Backtesting from April 2025 to ...

Nvidia's Q1 FY2026 revenue surged to $44.1 billion, a testament to the massive scale of Blackwell deployments. However, the market has already shifted focus to the Vera Rubin architecture. Unveiled at ...

Advanced Micro Devices earns a Strong Buy rating, especially as a portfolio hedge against Nvidia due to lower risk and diversified revenue streams. AMD targets the middle market with competitively ...

Use left and right arrow keys to seek audio. Jon Peddie Research has posted its latest report on the fourth-quarter 2025 global PC graphics card market. Even though AIB (add-in-board) shipments ...

Arguing over the best hardware of the year is usually fun. That’s as true as ever in 2025, when Brad Chacos, Adam Patrick Murray, Will Smith, and Alaina Yee (hi, it’s me) rolled up our sleeves and got ...

Nvidia (NVDA) posted Q4 revenue of $68.13B (73.2% YoY) with Data Center revenue reaching $62.31B (75% YoY), while networking surged 263% YoY to $10.98B powered by Blackwell architecture. AMD (AMD) ...