NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is the stock everyone points at, a $4.75 trillion monument to the AI buildout that just posted 85.23% revenue growth last quarter and guided to $91 billion for the next one.
Artificial intelligence has become one of the biggest investment themes of the decade, but leadership inside the industry isn't standing still.
On the morning of Monday, July 6, Goldman Sachs (NYSE: GS) analyst James Schneider revised his 12-month outlook for the world's second-largest semiconductor company, Advanced Micro Devices (NASDAQ: AMD).
Nvidia dominates the AI chip market with its powerful graphics processing units (GPUs). Now, Nvidia, Intel, and AMD are vying for leadership in the central processing unit (CPU) market for data centers.
AMD (NASDAQ:AMD | AMD Price Prediction) and Palantir (NASDAQ:PLTR) both delivered blockbuster Q1 2026 results in early May, attacking the AI opportunity from different angles.
Artificial intelligence continues to reshape the technology industry at a pace few expected.
Analysts at Citigroup think AMD will announce a major new chip customer later this month. AMD has a strong position in the CPU market, which should expand dramatically as agentic AI workflows move into production.
AMD's data center momentum is strong, but stretched valuation, competition, gaming weakness and margin pressure cloud near-term upside.
Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) has become the semiconductor story of 2026.
Thursday, July 2, proved a damaging day for some of the top chipmakers involved with the artificial intelligence (AI) boom in terms of their stock market performance and valuation.
Dom Rizzo runs T. Rowe Price's Global Technology Fund, and the numbers he brings to the table force even skeptics to sit up.
On CNBC's Closing Bell Overtime the evening of June 30, 2026, a guest said the quiet part out loud about AI hardware: “the AI memory hardware food chain is still trading as if there's no choice