NVIDIA Rises 1.7%, AMD Increases 1%, INTEL Jumps 8.2%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 28 2026
0mins
Source: moomoo
NVIDIA Stock Performance: NVIDIA's stock has increased by 1.7%.
AMD Stock Performance: AMD's stock has seen a rise of 1%.
Intel Stock Performance: Intel's stock has experienced a significant increase of 8.2%.
Overall Market Trends: The performance of these companies reflects varying trends in the semiconductor industry.
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Analyst Views on AMD
Wall Street analysts forecast AMD stock price to fall
33 Analyst Rating
25 Buy
8 Hold
0 Sell
Strong Buy
Current: 421.390
Low
210.00
Averages
289.13
High
377.00
Current: 421.390
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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- Trainium Chip Shortage: Amazon has sold out a significant portion of its Trainium4 chips, which are still 18 months away from release, while Trainium3 chips are nearly sold out, reflecting strong market demand for high-performance custom chips.
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See More
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- Intensifying Market Competition: Amazon's Trainium chip business is growing at a triple-digit percentage, boosting AWS's overall growth rate to 28%, indicating strong performance in AI demand, although some chips will take 18 months to deliver, highlighting high market demand for custom chips.
- Surge in Google Cloud Revenue: The launch of Google's eighth-generation TPU has led to a 63% year-over-year revenue increase for Google Cloud, achieving a 33% operating margin, demonstrating its growing competitiveness in AI inference, which could pose a threat to Nvidia.
- Flexibility vs. Performance Trade-off: While both Amazon and Google are promoting their own chips, they still aim to maintain partnerships with Nvidia, as Nvidia's GPUs offer flexibility and universality, ensuring clients can migrate workloads between cloud providers without being locked in.
- Market Potential of Custom Chips: As the performance advantages of custom AI chips become increasingly evident in specific applications, they are expected to further erode Nvidia's market share, although Nvidia's GPUs remain the most flexible option in the AI space, indicating a more intense competitive landscape ahead.
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See More
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- Data Center Sales Surge: AMD reported a 38% increase in overall revenue to $10.25 billion in Q1, with data center sales soaring 57% to $5.8 billion, highlighting the company's robust performance amid the AI revolution and significantly boosting overall results.
- Strategic Partnerships: The company has secured a partnership with Meta Platforms to deploy one gigawatt of supply in the second half of this year, which not only strengthens its market position in AI but also lays the groundwork for future revenue growth.
- Future Growth Expectations: During its conference call, AMD indicated that it has secured multiple contracts across its supply chain, leading to an anticipated 46% revenue growth in Q2, reflecting sustained strong demand for data centers and further solidifying AMD's market outlook.
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See More
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- Strategic Partnership Expansion: AMD has partnered with Meta Platforms to deploy one gigawatt of supply in the second half of the year, which not only strengthens its ties with hyperscaler AI companies but also lays a foundation for future revenue growth.
- Optimistic Future Outlook: AMD anticipates a 46% revenue growth in Q2, indicating that ongoing demand in the AI market will drive future performance, although its current market cap stands at $660 billion with a price-to-sales ratio of 18.
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See More
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- Improved Profitability: Adjusted earnings per share rose from $0.55 to $0.60, surpassing the expected $0.58, reflecting enhanced profitability in a high-demand environment, although supply chain challenges loom.
- Supply Chain Risks: During the earnings call, Arm highlighted potential supply chain risks for its newly launched AGI CPU chip, which, despite being in a high-demand market, triggered an 8.8% drop in stock price post-earnings release due to uncertainty.
- Future Outlook: Arm's fiscal Q1 guidance projects revenue between $1.21 billion and $1.31 billion, with adjusted EPS of $0.36 to $0.44, and long-term expectations suggest annual revenue from the AGI CPU could reach $15 billion by 2031, indicating significant growth potential ahead.
See More
