NVIDIA To Resume H20 AI Chip Sales To China
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Nvidia's GeForce RTX 5060 is a compelling, competitive GPU for 1080p and light 1440p play. The only caveat: Our overclocked Asus test model doesn't quite top AMD's slightly pricier 16GB Radeon RX 9060 XT for gaming.
At 40x forward earnings, AMD & Nvidia seem similar. But Nvidia has 58% margins, 86% revenue growth & $43B in net cash, while AMD has lower margins & legacy businesses holding it back. AMD's valuation assumes victory,
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Barchart on MSNInsider Trading Alert: Here's Who Bought Nvidia and AMD Stock Before the U.S. Chip Deal with ChinaIn July 2025, the U.S. government greenlit artificial intelligence (AI) chip exports to China, unlocking billions in revenue for Nvidia (NVDA) and Advanced Micro Devices (AMD) — and boosting both stocks on the news that specialized AI chip exports to China would resume.
The tech giants said they can resume selling high-end semiconductors to China, in what appears to be a major about-face for the Trump administration.
Advanced Micro Devices, Inc. & Nvidia Corporation's are well-positioned to ride an upgraded growth outlook. Click to read more on why I prefer NVDA stock over AMD.
AMD stock soars 8% after unveiling its powerful MI350 AI chips, signaling a bold challenge to Nvidias dominance in AI hardware. Backed by HSBCs upgrade and a price target boost to $200, AMD is finally stepping out of Nvidias shadow.
Even though it's based in California, AMD has had a presence in Austin since 1979 — and its current CEO lives here.
Advanced Micro Devices, Inc.'s AI strategy and market momentum challenge Nvidia's dominance. Click for my updated look at how AMD is restoring investor confidence.