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The Better Nvidia Killer: Broadcom or AMD?

24/7 Wall Street

12:40 PM | Friday | Sep 11, 2026

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Broadcom and AMD both posted explosive AI growth and both have hyperscalers locked in as customers, but only one makes a convincing case for actually unseating Nvidia as the king of AI compute.

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12:40 PM | Friday | Sep 11, 2026

The Better Nvidia Killer: Broadcom or AMD?

24/7 Wall Street

Broadcom and AMD both posted explosive AI growth and both have hyperscalers locked in as customers, but only one makes a convincing case for actually unseating Nvidia as the king of AI compute.

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10:57 AM | Friday | Sep 11, 2026

Advanced Micro Devices vs. Qualcomm: Which Technology Stock Is a Better Buy in 2026?

The Motley Fool

Advanced Micro Devices is rapidly expanding its data center presence through strategic AI partnerships and infrastructure acquisitions. Qualcomm is diversifying its revenue streams by shifting focus from mobile handsets to automotive and AI-native data centers.

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10:45 AM | Friday | Sep 11, 2026

Forget AMD. Here's Who Nvidia Really Needs to Be Worried About.

The Motley Fool

Broadcom could double its AI semiconductor revenue in 2027 and again in 2028. Nvidia is still growing at a faster rate than AMD even though it's far larger.

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9:48 AM | Friday | Sep 11, 2026

Leopold Aschenbrenner's Situational Awareness is active in options market, sources say

CNBC

His firm Situational Awareness has been buying options positions in stocks including Advanced Micro Devices, Bloom Energy and Coreweave, sources told CNBC's David Faber.

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8:08 AM | Friday | Sep 11, 2026

Piper Sandler names 2 stocks set to benefit from rising compute demand

Invezz

A self-reinforcing cycle is accelerating across the artificial intelligence sector. Smarter AI models require increasingly huge amounts of training compute and the rising consumer and enterprise adoption of agentic AI is driving a parallel surge in inference demand.

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4:00 PM | Thursday | Sep 10, 2026

NVIDIA vs. AMD After Earnings: Which AI Stock Should You Buy Now?

Zacks Investment Research

NVIDIA's AI infrastructure leadership, higher profitability and lower valuation give it an edge over AMD as AI demand grows.

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2:48 PM | Thursday | Sep 10, 2026

Advanced Micro Devices vs. Marvell Technology: Which Semiconductor Stock Is a Better Buy in 2026?

The Motley Fool

Advanced Micro Devices holds a powerful position across the data center and gaming markets through massive GPU and CPU partnerships. Marvell Technology focuses on essential networking and storage infrastructure with a growing emphasis on custom AI silicon.

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2:31 PM | Thursday | Sep 10, 2026

Advanced Micro Devices vs. Nvidia: Which Semiconductor Stock Is a Better Buy in 2026?

The Motley Fool

Advanced Micro Devices has expanded its footprint in AI infrastructure through strategic partnerships and new GPU deployments. Nvidia maintains exceptional dominance in the data center market with net margins exceeding 50% and massive cash generation.

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2:10 PM | Thursday | Sep 10, 2026

Cathie Wood Is Selling AMD Before MI450 Arrives. Is She About to Miss Another Nvidia?

24/7 Wall Street

Cathie Wood is trimming AMD just as its biggest product cycle in years prepares to land, and the last time ARK sold an AI chipmaker too early, the stock went on to triple.

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1:37 PM | Thursday | Sep 10, 2026

Piper Sandler Has a Message for AMD Stock Investors

GuruFocus

Piper Sandler is drawing a clear line between two semiconductor stocks, recommending Advanced Micro Devices (AMD) while taking a more cautious stance on Qualcom

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