Nvidia Posts Record Eight-Day Winning Streak
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy AMD?
Source: Yahoo Finance
- Stock Surge: Nvidia's stock has risen 14% over the past eight days, marking its longest winning streak since November 2023, reflecting optimistic market sentiment about its future growth, even though the stock remains 11% below its 52-week high.
- Revenue Growth: Taiwan Semiconductor reported record first-quarter revenue of $35.6 billion, up 35% year-over-year, highlighting strong demand for advanced AI chips, with Nvidia now accounting for 22% of TSM's revenue, surpassing Apple as its largest customer, further solidifying its market position.
- Financial Performance: Nvidia's fiscal 2026 full-year revenue reached $215.9 billion, a 65% increase from the previous year, with data center revenue alone hitting $193.7 billion, a 68% gain, showcasing its robust growth momentum in the AI sector, despite its P/E ratio being higher than peers.
- Market Outlook: Although similar past surges often faded after profit-taking, the current strong AI demand and solid capital expenditure commitments from major cloud providers may support Nvidia's future growth trajectory.
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Analyst Views on AMD
Wall Street analysts forecast AMD stock price to rise
33 Analyst Rating
25 Buy
8 Hold
0 Sell
Strong Buy
Current: 236.640
Low
210.00
Averages
289.13
High
377.00
Current: 236.640
Low
210.00
Averages
289.13
High
377.00
About AMD
Advanced Micro Devices, Inc. is a global semiconductor company. The Company is focused on high-performance computing and artificial intelligence (AI). Its segments include Data Center, Client and Gaming, and Embedded. Data Center segment includes AI accelerators, microprocessors (CPUs) for servers, graphics processing units (GPUs), accelerated processing units (APUs), data processing units (DPUs), Field Programmable Gate Arrays (FPGAs), and Adaptive system-on-Chip (SoC) products for data centers. Client and Gaming segment includes CPUs, APUs, chipsets for desktops and notebooks, discrete GPUs, and semi-custom SoC products and development services. Embedded segment includes embedded CPUs, APUs, FPGAs, system on modules (SOMs), and Adaptive SoC products. It markets and sells its products under the AMD trademark. Its products include AMD EPYC, AMD Ryzen, AMD Ryzen PRO, Virtex UltraScale+, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Lack of Financial Transparency: With a market cap of $2.5 trillion, Amazon's financial reporting is often vague, leaving investors unclear about its R&D spending on robotics and AI, which increases investment uncertainty.
- Competition from Industry Leaders: Although Amazon's investments in robotics and satellite technology may drive growth, the lack of direct cost and benefit transparency suggests that investors should consider market leaders in these fields rather than relying solely on Amazon's diversification strategy.
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- Technological Competitive Disadvantage: Amazon faces competitive disadvantages in robotics, satellites, and AI chips, particularly against companies like Tesla and SpaceX that specialize in hardware and satellite technology, which may impact its long-term growth potential.
- Lack of Financial Transparency: With a market cap of $2.5 trillion, Amazon's financial reporting tends to be vague, making it difficult for investors to understand specific expenditures on robotics, satellites, and AI chip development and their impact on overall financials.
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