AMD Stock Beat Nvidia By 160 Points In 2026: A Historic AI Boom First
AMD stock is up 188% in 2026 while Nvidia is up 22%, a 166-point gap and AMD's widest lead of the AI boom, as Meta's Muse puts CPUs in focus.
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Third Point built a four-stock basket of bitcoin miners positioned to benefit from the industry's growing shift toward AI infrastructure.
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AMD stock is up 188% in 2026 while Nvidia is up 22%, a 166-point gap and AMD's widest lead of the AI boom, as Meta's Muse puts CPUs in focus.
ASML, a Dutch semiconductor equipment maker, holds a monopoly on extreme ultraviolet (EUV) lithography machines essential for manufacturing advanced AI chips. With Nvidia and AMD relying on ASML's technology through foundries like TSMC, the company is positioned to benefit from surging demand for AI infrastructure and memory chips, expecting 25% growth in foundry/logic sales and 75% growth in memory system sales in 2026.
Strategists compare buying SoFi stock to 'Nvidia at the bottom,' citing 30% revenue growth, a 40% EPS target, and strong banking moats.
AMD cools after reaching a 52-week high and $1T market cap. Overbought technicals pull shares back, but analyst outlook remains bullish.
Rothschild & Co analyst Alex Haissl initiates coverage on Applied Digital (NASDAQ:APLD) with a Neutral rating and announces Price Target of $22.