Advanced Micro Devices, Inc. (AMD)
Nvidia, AMD or Broadcom: which chip stock should you own in 2026?
The semiconductor trade is still being powered by one enormous number as global chip sales are on track to reach $1 trillion $1 trillion in 2026, after a 25.6% jump in 2025. The hyperscalers, led by Microsoft, Alphabet, Amazon and Meta, are projected to spend more than $600 billion this year on AI-related infrastructure.
AI Demand Is Surging — But Taiwan Semiconductor Is Controlling the Supply
Chart 2: TSMC HPC vs Nvidia Data Center Revenues TSMC's revenues reflect the timing of chip production and shipment, while Nvidia's revenues reflect end-market demand.
AMD Is Better Positioned Than Intel To Profit From Agentic AI (Rating Upgrades)
Advanced Micro Devices, Inc. is upgraded to a Buy, while Intel Corporation is raised to Hold, reflecting shifting CPU demand in AI infrastructure. INTC's Q1 2026 earnings highlight CPUs' foundational role in AI inference, with both companies positioned to benefit from this structural demand tailwind. Between these two leaders, AMD is even better positioned than Intel to profit from this tailwind due to its current product lineups and coherent R&D efforts to maintain the performance.
AVGO Rides AI Boom: Explosive Growth in Semiconductor Fuels Outlook
Broadcom's AI-driven semiconductor surge: Q1 AI revenue rose 106% YoY, Tomahawk 6 ships at scale, and the Meta chip pact targets multi-GW capacity.
AMD: The CPU Is Back
Advanced Micro Devices, Inc. stands to benefit from the agentic AI-driven CPU supercycle, with high-core-count EPYC CPUs and memory-first MI400 accelerators targeting orchestration and memory bottlenecks. Q1 revenue guidance is $9.8B (32% Y/Y growth), with potential upside to $10.3B; data center revenue momentum and EPS could exceed consensus if CPU demand mirrors Intel's surge. Valuation is stretched at 77.5x P/E, but multi-year backlog, margin expansion, and 35%+ revenue CAGR by 2027 could justify forward multiples of 27–33x.
Semiconductor Stocks Tumble on OpenAI Warning. Google Says The Market Has It All Wrong
The market's latest artificial intelligence panic says more about investor psychology than it does about the future of AI.
These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
AMD's Poker Face: Reading the Tell in a Panic-Driven Market
A severe, macro-driven correction is ripping through the semiconductor complex, creating a technical dislocation in shares of Advanced Micro Devices NASDAQ: AMD.
AMD Is Becoming The AI Market's Most Obvious Second Winner
Advanced Micro Devices, Inc. is emerging as the clear second winner in AI infrastructure, with a robust full-stack offering beyond CPUs. Q4 2025 revenue rose 36% to $10.2B, and Data Center revenue hit a record $4.3B, up 22% YoY, signaling strong momentum. AMD's open ecosystem, rack-scale designs, and ROCm software position it as a credible alternative to Nvidia amid surging AI demand.
Nvidia Stock Struggles to Recover From OpenAI Panic. How AMD, Broadcom Are Trading.
Nvidia, AMD and Broadcom were hit by OpenAI concerns but the focus is now on Big Tech earnings.
5 Women-Run Company Stocks to Buy for Strong Market Returns
OXY, PSX, ANET, CASY and AMD show how women-led companies are redefining growth with discipline, agility and results.
Will Advanced Micro (AMD) Beat Estimates Again in Its Next Earnings Report?
Advanced Micro (AMD) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
