Investors now have good reason to believe AMD will be able to achieve its lofty goals first laid out in November.
Both stocks appear attractive at these levels, but Supermicro's first-mover advantage in the AI-optimized server market, robust growth, and low valuations make it a more attractive buy than Nebius.
However, a pie-in-the-sky addressable market doesn't mean every AI stock will be a winner. In 2026, two unstoppable AI stocks make for no-brainer buys, while another ultra-popular stock is worth ...
Appaloosa's billionaire investor sent artificial intelligence (AI) colossus AMD to the chopping block, but has built up stakes in two cutting-edge companies by 135% and 1,825%, respectively. Data is ...
Supermicro's stock is flying as the business starts to find its groove again. Big tech companies have been announcing even larger capital spending plans for artificial intelligence (AI) infrastructure ...