It's working with OpenAI to improve AMD's software, which controls its GPUs. AMD only needs to capture some market share to be a winning stock pick. But investors will also want to factor in the ...

Advanced Micro Devices (NASDAQ: AMD) and Nvidia (NASDAQ: NVDA) are rival companies, but the former is well behind the latter when it comes to market cap. While Nvidia's valuation is north of $4 ...

Fears over stretched valuations of tech and artificial intelligence (AI) stocks continue to impact investor sentiment. The upcoming Q3 FY26 earnings of Nvidia (NVDA) will help gain insights about the ...

Both chipmakers are set to benefit from the AI infrastructure boom. Nvidia is the leader in GPU market share with strong revenue growth. AMD has a big opportunity to take a larger share in the ...

OpenAI says it's buying AMD chips to get more computing power. Analysts also see benefits to diversifying away from Nvidia and likely securing favorable pricing. OpenAI CEO Sam Altman and AMD CEO Lisa ...

Nvidia and AMD are entering into a period of intense competition. Nvidia went after AMD’s business with a partnership with Intel in September. AMD is hitting back with an OpenAI partnership to ...

AMD's big agreement this week with OpenAI gives the chipmaker a chance to cut into Nvidia's dominance in the AI market. "Right now, Nvidia almost has a monopoly," said Mandeep Singh, senior analyst at ...

AMD’s stock is currently up around 43% since last week’s close, following reports early on Monday that OpenAI is acquiring a 10% stake in the chipmaker. The deal includes a commitment for 6 gigawatts ...

On Monday, during its earnings announcement, Oracle (NYSE:ORCL) delivered a striking revelation that surprised even the most optimistic analysts. The company’s remaining performance obligations (RPO) ...

AMD says that the next version of FSR, currently codenamed Redstone, will work on practically any GPU, including those made by competitors such as Nvidia. Unlike FSR 4, which requires the use of AMD's ...

AMD and Nvidia are two top chipmakers with tremendous growth opportunities in artificial intelligence. Nvidia is the undisputed leader today, but AMD is trying to bridge the gap with its latest chips.