This Could Be Nvidia’s Biggest Challenger in the AI Chip Market. Hint: It’s Not AMD
Nvidia is today’s AI chip leader.
Every headline mentioning AMD from Yahoo Finance, Investing.com and CNBC over the last 30 days, each scored for sentiment and importance. Updated automatically through the trading day.
Nvidia is today’s AI chip leader.
Oil shock has put the AI trade under a fresh macro test.
On an intraday basis, AMD became the 14th U.S. company to see its market capitalization top $1 trillion.
AMD has had a monster 2026 with the stock up more than 180% so far.
Here are some of the companies making headlines in midday trading.
Situational Awareness has been buying options positions in stocks including Advanced Micro Devices, Bloom Energy and Coreweave, sources told CNBC's David Faber.
Shares of Qualcom, Corning, Intel, Advanced Micro Devices and others tied to the AI infrastructure trade popped on Tuesday.
In trading on Friday, shares of the YieldMax AMD Option Income Strategy ETF (Symbol: AMDY) crossed above their 200 day moving average of $42.35, changing hands as high as $42.79 per share. YieldMax AMD Option Income Strategy shares are…