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AMD climbed 8.4% to a record $606.98 Monday on the OpenAI 6-gigawatt deal, Oracle's 50,000-chip MI450 order and a Raymond James upgrade.
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A fourth straight decline in crude oil handed Wall Street a fresh leg higher Monday, with the Nasdaq 100 jumping to a three-month high as semiconductors led the tape. Intel surged nearly 14% on SK Hynix foundry optimism while AMD crossed the $1 trillion mark. Energy was the lone sector in the red as WTI slid more than 5% to an 11-day low
The article compares Arm Holdings and NVIDIA as AI investment options. Arm powers 99% of smartphones with 22.8% revenue growth and strong financials, while NVIDIA dominates AI infrastructure with $215.9 billion in revenue and 55.6% net margins. Despite Arm's solid fundamentals, the author recommends NVIDIA due to its superior valuation (24.5x Forward P/E vs. 125x), stronger leadership under CEO Jensen Huang, and greater upside potential in emerging areas like quantum computing.
Nvidia has a long track record of beating analyst estimates. VanEck warns the streak could be at risk. Here's why.
AMD stock surged 9% after Meta's AI agent app Muse reached the #1 spot on Apple's App Store. AI agents rely heavily on CPUs, boosting demand for AMD's processors. AMD management projects the server CPU market could grow 50% by 2030, reaching a $220 billion TAM, with agentic AI being the fastest-growing segment.
Fed economist Adam Shapiro flags a pivotal U.S. investment shift as computer spending overtakes residential investment amid AI expansion.
Nvidia stock has slumped and is struggling to retest its all-time high as it faces some major technical and fundamental headwinds.