Tech investors got a fresh look at the product roadmaps of two leading AI chipmakers on Monday.
AMD CEO Lisa Su delivered a CES keynote that highlighted cost benefits, memory improvements, a shift toward real-world AI — and an insatiable demand for compute power.
In addition to updated Ryzen AI 300 series processors and the new Ryzen AI 400 series unveiled at CES 2026, the company brings a new desktop chip for gamers.
Advanced Micro Devices CEO Lisa Su unveiled the MI455 GPU chips on Monday at the CES trade show in Las Vegas.
Advanced Micro Devices (AMD) reached $221.08 at the closing of the latest trading day, reflecting a -1.07% change compared to its last close.
There's nothing wrong with second place, says @LikeFolio's Landon Swan. His firm's data shows year-over-year web visits for AMD Inc. (AMD) coming toe-to-toe with Nvidia (NVDA).
Investors will be focused on Las Vegas this week, where executives from AI chip giant Nvidia and other major companies are due to speak at the CES consumer electronics trade show.
Rising memory costs are expected to drive increases in graphics card prices from NVIDIA (NASDAQ:NVDA, XETRA:NVD) and Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD), according to a Kbench report. Per the report, both companies plan phased price hikes across their GPU portfolios starting in the first quarter of 2026, with AMD potentially beginning in January and NVIDIA following in February.
Nvidia (NVDA) and AMD (AMD) are set to dominate CES headlines with major AI, datacenter, and chip announcements. Economists expect that December payrolls rose by 55,000.
I upgrade AMD to a strong buy ahead of CES 2026. CES needs broad Tier-1 laptop design wins with 2026 shipping windows. With client at 31% and client+gaming 42% of TTM revenue, that's my core near term catalyst. I see Gorgon Point (Ryzen AI 400) as an NPU step-up, alongside Gartner's AI-PC share moving from 31% to 55% in 2026.
Yahoo Finance Markets & Data Editor Jared Blikre breaks down the latest market moves on the first day of trading in the new year, January 2, 2026. The 2026 Consumer Electronics Show is set to kick off next week in Las Vegas.
Chipmaking stocks rallied to kick off 2026, led by ASML, Intel and Micron Technology. The sector had a strong 2025 with the ongoing AI buildout as hyperscalers spent big to meet massive datacenter demand.