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AMD vs. NVDA vs. AVGO: Wall Street’s Top Chip Stock Pick Amid AI Boom

AMD vs. NVDA vs. AVGO: Wall Street’s Top Chip Stock Pick Amid AI Boom

Author:

Global Cryptocurrency

Published:

2025-10-16 00:31:02

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BTCCSquare news:

Chip stocks are riding the generative AI wave, with soaring demand for computing power propelling sector valuations. Advanced Micro Devices (AMD) has surged 97.5% YTD following its OpenAI GPU deal, while Nvidia (NVDA) maintains dominance in AI chips. Export restrictions and US-China trade tensions loom as potential headwinds.

Wall Street's bullish stance centers on AMD's 48% monthly rally after securing multi-year GPU contracts, signaling its capacity to challenge Nvidia's market leadership. The sector's growth trajectory now hinges on navigating geopolitical risks while capitalizing on unprecedented AI infrastructure spending.

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