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Nvidia vs. AMD: Which AI Stock Will Reign Supreme in 2026?

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AMD Announces Landmark Joint Venture in Saudi Arabia, Driven by Explosive Growth in Data Center Segment

AMD's Stock Price by 2030: A Potential Monster Winner

Asian Stocks Mixed Amid Tech, Central Bank Outlooks

Catalyst<ul> <li>Most analysts rate AMD Buy or Strong Buy, showing broad institutional optimism.</li> <li>The company maintains strong cash reserves relative to market value.</li> <li>Recent Bullish Engulfing and WR Oversold signals in late November and early December point to rebound momentum for AMD.</li></ul>Risk<ul> <li>Fund flows show consistent negative net inflow across all order sizes.</li> Risk<ul> <li>Fund flows show consistent negative net inflow across all order sizes.</li> <li>Analyst ratings show differences with at least one major firm maintaining a Neutral rating.</li> <li>Sector-wide news indicates US export restrictions are impacting chip design software sales to China, affecting semiconductor supply chains.</li></ul>

Key Factors

AMD reported record Q3 2025 earnings of $9.2 billion, driven by a 36% year-over-year revenue increase and a 22% YoY rise in Data Center segment revenue to $4.3 billion.AMD secured a $1 billion deal with Vultr to build an AI cluster in Ohio featuring 24,000 Instinct MI355X GPUs, expected to go online by early 2026.AMD announced a joint venture with Cisco and HUMAIN in Saudi Arabia to develop up to 1 GW of AI infrastructure by 2030, starting with a 100 MW deployment in 2026.AMD and HPE expanded their partnership to advance open AI infrastructure through the Helios architecture, featuring high-performance computing platforms and Juniper Networking switches.AMD shares fell 0.74% amid a controversial BIOS update (AGESA OI 1.2.8.9) that caused widespread system crashes, temporarily affecting investor confidence despite record earnings.

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