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Fidelity Dividend Growth Fund highlighted AMD in its Q2 letter, noting AMD's strong performance driven by robust AI infrastructure demand and better-than-expected earnings, despite the fund holding r…
Both NVIDIA and AMD are benefiting significantly from the AI boom with strong Data Center growth. However, NVIDIA demonstrates superior profitability, a more dominant competitive position with its CU…
Article argues NVIDIA remains the superior AI investment despite AMD's 57% YoY data center growth, citing NVDA's dominant margins, massive cash returns, and far more attractive valuation versus AMD's…