Advanced Micro Devices

AMD

Market cap $364B

Qualcomm edges out Advanced Micro as the better buy in 2026, thanks to strong valuation, AI growth, and diversified chip demand.

Advanced Micro Devices climbed 6.4% over the last day. You might feel inclined to purchase more shares, or perhaps you want to lessen your investment.

Advanced Micro Devices, Inc. unveiled the MI455X at CES 2026, signaling a strategic shift in AI chip design. AMD targets memory capacity and inference efficiency, aiming to leapfrog Nvidia by addressing emerging AI bottlenecks. The MI455X's 2nm node and 432GB HBM4 enable large models to reside in GPU memory, reducing GPU count and interconnect reliance.

Microchips a bit mixed in early trading. This is still a sector that I think will be huge in 2026.

Advanced Micro Devices' products are cheaper than Nvidia's. Nvidia's supply problems could open the door for AMD.

AMD announced multiple AI-related products at CES, but the Ryzen AI Halo was the most interesting. With 128GB of memory and plenty of AI computing capacity, the mini-PC meant for local development points to a future where some AI inference workloads run locally.

LAS VEGAS, Jan. 14, 2026 (GLOBE NEWSWIRE) -- At the world's most powerful technology event, all eyes turn to the announcements that define what comes next. CES sets the global agenda for innovation—and nowhere is that spotlight brighter than on the chipmakers fueling the AI revolution.

Advanced Micro Devices is rated a strong buy, driven by its transition to a structural AI infrastructure leader with a $1T TAM by 2030. AMD's Helios rack-scale architecture, OpenAI's 6-gigawatt deal, and ZT Systems integration underpin a path to $20+ non-GAAP EPS and significant margin expansion. Technical analysis targets $350–$450/share by 2026–2027, with consolidation near $193–$260 providing an optimal risk-reward entry point.

MUMBAI, India and SANTA CLARA, Calif., Jan. 14, 2026 (GLOBE NEWSWIRE) -- Tata Consultancy Services (TCS) (BSE: 532540, NSE: TCS), a global leader in IT services, consulting, and business solutions, today announced a strategic collaboration with AMD (NASDAQ: AMD) to help enterprises scale AI adoption from pilots to production, modernize legacy environments, and build secure, high performance digital workplaces.

Nvidia believes the GPU market will continue to expand. AMD is looking to grab market share.