Doug and Lee talk about AMD's data center revenue results shortfall and what it might mean for NVIDIA, highlighting the ...

AMD remains a strong buy with a $170 target price, thanks to its strong position in AI market, market share gains and ...

AMD stock is down as the AI chipmaker beat Wall Street expectations for its top and bottom line numbers, but fell short on ...

Nvidia's Q4'25 earnings may outperform due to strong data center growth and hyperscaler investments. Read more about NVDA ...

Nvidia (NASDAQ: NVDA ... is one innovation, and AMD could be neck and neck with Nvidia. Nvidia's GPUs and software have become the industry standard in data centers. While AMD's GPUs look like ...

AMD's overall revenue shot up 24% year over year in the fourth quarter. The data center segment ... Nvidia(NASDAQ: NVDA) continues to dominate the market, and Intel recently toned down its ...

[00:00:04] Doug McIntyre: Lee, I look at AMD as sort of ... Behind NVIDIA, but when these numbers came out, the data center revenue was soft and Wall Street took a big, huge, deep breath.