Mag 7 CapEx Offers AMD Opportunity, NVDA Competition Lingers Kourtney Kardashian [WF2vNZa3gIR]

Published in Everyday Knowledge

Tag: #Kourtney Kardashian, #cyberpunk 2077, #thiago agustn tirante, #place bell

With AI spending in Amazon (AMZN), Alphabet (GOOGL), Microsoft (MSFT), and Meta Platforms (META) not showing any signs of slowdown, Melissa Otto makes the case that there's much more room for the AI trade fete des meres en france 2026 to run. One of the biggest beneficiaries she sees from the boom: AMD Inc. (AMD). Melissa expects upward revisions in data center revenue in AMD's earnings early next month. Competition from Nvidia (NVDA) and other chipmakers pose a challenge to AMD, though Melissa isn't too concerned.

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