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NVIDIA (NVDA) Soars as AI Data‑Center Demand Outpaces AMD amid Export Controls | Zacks | Login to see the signal | |
AMD Shares Ride on Strong EPYC Demand: Buy, Sell or Hold the Stock?SummaryAMD sees strong EPYC and Instinct demand and raised Q3 guidance, but an $800M MI308-related write-down, export controls and stretched valuation cloud near-term prospects while NVIDIA’s accelerating AI data‑center adoption intensifies competition. |
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