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Technology

AMD or Nvidia: Which Chip Stock Is the Best Buy?

AMD and Nvidia are two of the hottest chip stocks on the market.

But if you can only buy one, there’s a clear winner.

Both Advanced Micro Devices (Nasdaq: AMD) and Nvidia (Nasdaq: AMD) are growing at a quick pace in 2021, thanks to the chip shortage that began in 2020.

So far, Nvidia is up 70% year to date.

And AMD has gained 45% since May.

This shortage pushed the cost of semiconductors higher and, in turn, drove the share price these companies higher.

But which chip stock is the best buy?

Read more...

Technology

Semiconductor Stocks: Winners and Losers After Apple's Bombshell

While Apple is known for disrupting entire industries, few expected it to send a shock wave toward semiconductor stocks.

But the Apple-designed M1 chip in its latest Macs will do just that.

The M1 is the first ARM-based processor to match the muscle of an Intel CPU.

But the M1 achieves this feat while using far less energy.

This is an unprecedented threat to Intel but opens a window of opportunity to several chipmakers.

Today we call the winners and losers…

Technology

Why AMD Stock Is a Better Buy Than Intel or Nvidia

When it comes to investing, it's difficult to find the next big thing.

Companies like Amazon (NASDAQ: AMZN), Zoom (NASDAQ: ZOOM) and Teladoc (NYSE: TDOC) have all been media darlings, but I'm focusing on a completely different space.

The fact is, consolidation is fueling growth in the semiconductor market.

That's why we have seen as much M&A in the semiconductor market this year as we have had in the past three years combined.

These deals are creating cross-sell opportunities and improving manufacturing as they scale up.

While these deals I just mentioned were the largest semiconductor deals of the year, I'm looking at what could be one of the biggest opportunities as two more companies join forces.

Here's why that makes AMD stock one of my favorite tech plays right now...