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trefis.com > stock > amd > articles > 607711 > amd-stock-is-on-sale-but-is-it-a-bargain > 2026-07-17

AMD Stock Is On Sale, But Is It A Bargain?

2+ hour, 41+ min ago  (452+ words) Trefis AMD Stock Is On Sale, But Is It A Bargain? The chipmaker’s shares have pulled back, and while history has rewarded dip-buyers, the price of admission is still steep. At Advanced Micro Devices (AMD), the future is all about…...

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trefis.com > stock > nvda > articles-v3 > 607335 > is-nvidias-next-big-bet-a-massive-pivot > 2026-07-15

Is NVIDIA’s Next Big Bet A Massive Pivot?

2+ day, 47+ min ago  (445+ words) Trefis Is NVIDIA’s Next Big Bet A Massive Pivot? Management has gone quiet on the multi-billion-dollar China problem that once dominated its calls, and what they’re talking about instead reveals a fundamental shift in where the company’s growth must now…...

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trefis.com > stock > amzn > articles > 604515 > the-secret-chipmaker-inside-amazon-stock > 2026-06-25

The Secret Chipmaker Inside Amazon Stock

3+ week, 23+ hour ago  (661+ words) Market concerns over Amazon’s substantial AI spending may overlook the powerful proprietary technology being built to drive it. For a stock that has a history of rapid rallies, Amazon has felt surprisingly tethered lately, trading sideways for the better part…...

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trefis.com > stock > cat > articles > 604528 > everyone-is-watching-caterpillar-stocks-ai-story-watch-this-number-instead > 2026-06-25

Everyone Is Watching Caterpillar Stock's AI Story. Watch This Number Instead.

3+ week, 1+ day ago  (544+ words) The heavy-equipment giant is telling a powerful story about data centers and record backlogs, but the real signal for your money is the profitability metric that faded from the script just as it started to fall. Just a couple of…...

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trefis.com > data > companies > AMAT > no-login-required > hknlc6TY > After-a-Large-Run-Is-Applied-Materials-Stock-a-Bet-on-AI-s-Future-or-Yesterday-s-News-

After a Large Run, Is Applied Materials Stock a Bet on AI's Future or Yesterday's News?

3+ week, 1+ day ago  (151+ words) Trefis This site requires JavaScript to function properly. Here are some sample widgets you could interact with from this dashboard: NYSE/AMEX data delayed 20 minutes. NASDAQ and other data delayed 15 minutes unless indicated. This interactive model has a limit on…...

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trefis.com > stock > mrvl > articles > 603554 > nvidia-or-marvell-technology-which-stock-has-more-upside > 2026-06-18

NVIDIA or Marvell Technology: Which Stock Has More Upside?

4+ week, 1+ day ago  (306+ words) These differences become even clearer when you look at the financials side by side. The table highlights how MRVL’s fundamentals stack up against those of NVDA on growth, margins, momentum, and valuation multiples. See detailed fundamentals on Buy or Sell…...

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trefis.com > stock > amzn > articles > 603574 > the-secret-chip-company-that-could-power-amazon-stock-higher > 2026-06-18

The Secret Chip Company That Could Power Amazon Stock Higher

4+ week, 1+ day ago  (275+ words) Everyone sees the massive AI spending, but the real story for Amazon may be the hardware it is building for itself. Amazon stock has a history of breathtaking runs, but lately it has been treading water, trading about 14% below its…...

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trefis.com > articles > 603322 > nvidia-or-advanced-micro-devices-which-stock-has-more-upside-4 > 2026-06-17

NVIDIA or Advanced Micro Devices: Which Stock Has More Upside?

1+ mon, 7+ hour ago  (309+ words) These differences become even clearer when you look at the financials side by side. The table highlights how AMD’s fundamentals stack up against those of NVDA on growth, margins, momentum, and valuation multiples. See detailed fundamentals on Buy or Sell…...

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trefis.com > data > companies > INTC > no-login-required > 7j9t6vHi > Is-Intel-Stock-s-AI-Fueled-Rally-Outpacing-Its-Turnaround-

Is Intel Stock's AI-Fueled Rally Outpacing Its Turnaround?

1+ mon, 1+ day ago  (144+ words) Trefis This site requires JavaScript to function properly. Here are some sample widgets you could interact with from this dashboard: NYSE/AMEX data delayed 20 minutes. NASDAQ and other data delayed 15 minutes unless indicated. This interactive model has a limit on…...

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trefis.com > stock > gfs > articles > 602252 > nvidia-or-globalfoundries-which-stock-has-more-upside > 2026-06-10

NVIDIA or GLOBALFOUNDRIES: Which Stock Has More Upside?

1+ mon, 1+ week ago  (321+ words) These differences become even clearer when you look at the financials side by side. The table highlights how GFS’s fundamentals stack up against those of NVDA on growth, margins, momentum, and valuation multiples. Note: For “Last 3 Year Return” metric, preferred…...