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AMD reported strong Q1 earnings with 38% revenue growth and 57% data center surge, but guided for 20%+ gaming revenue decline in H2 due to cost pressures. Stock vulnerability emerges as valuation exp…
AMD unveiled Ryzen PRO 9000 Series processors with 3D V-Cache technology and forecasts Q2 2026 revenue of $11.2B (+46% YoY). Stock up 110% YTD but trades at premium valuation amid NVIDIA competition.
Nvidia reported Q2'26: $46.7B revenue (+56%), $1.05 non-GAAP EPS, and guided to ~$54B, driven by data center and Blackwell demand; margins remain high but China exposure and rich valuation left some …