Semiconductor News & Analysis Feed

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Forget Nvidia: AMD Might Close the Gap Faster Than Anyone on Wall Street Expects Omor Ibne Ehsan Mon, July 6, 2026 at 10:55 AM PDT 4 min read AMD +0.25% NVDA +3.65% META -2.02% Explore stocks on Coinbase Trading disclosure Quick Read AMD's Data Center revenue accelerated to 57% YoY growth as NVDA absorbs a $4.6 billion China revenue hole and $119 billion in supply commitments. Meta and OpenAI ea
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