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AMD Leads Chip Sector with 142% Surge in 2026: Capital Shifts from NVIDIA to New AI Computing Powerhouse

AMD Leads Chip Sector with 142% Surge in 2026: Capital Shifts from NVIDIA to New AI Computing Powerhouse

This article analyzes the sources of AMD’s excess returns from two perspectives: institutional capital flows and the fundamentals of AI data centers. It also explains how to use Gate’s all-in-one platform to invest in AMD and other global equity assets.

Blog Team07/02/2026

Qualcomm Acquires Modular: Is AI Infrastructure Entering an Era of Hardware Neutrality and CUDA Unlocking?

Qualcomm Acquires Modular: Is AI Infrastructure Entering an Era of Hardware Neutrality and CUDA Unlocking?

This article breaks down the technical assets of modular compilers and inference frameworks, examines their impact on Arm royalties and the CPU market, and compares the AI full-stack strategies of Qualcomm, NVIDIA, and AMD.

Blog Team06/29/2026

AI Tech Stocks Pull Back as Global Semiconductors Slide: Trade Global Markets with Gate Stocks 24/7

AI Tech Stocks Pull Back as Global Semiconductors Slide: Trade Global Markets with Gate Stocks 24/7

AI technology stocks pulled back, triggering a sharp decline in semiconductor shares worldwide. Micron, AMD, and SK Hynix all fell in tandem as the market turned its attention to the PCE report and corporate earnings. Discover how Gate Stocks supports trading in US, Hong Kong, and Korean equities, offering 24/7 access and building a one-stop global investment platform.

Blog Team06/24/2026

AMD vs Nvidia 2026: How Agentic AI Is Reshaping Compute Architecture—Why CPUs Have Become the Biggest Wildcard

AMD vs Nvidia 2026: How Agentic AI Is Reshaping Compute Architecture—Why CPUs Have Become the Biggest Wildcard

Agentic AI is shifting the compute bottleneck from GPUs to CPUs. AMD’s stock has surged 117% this year, with Q1 data center revenue reaching $5.8 billion. This article explores AMD’s strategy for a CPU comeback in the era of AI inference and outlines its growth trajectory.

Blog Team06/22/2026

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AMD Up Over 130% This Year: With MI450 Set for Mass Release, Will AI Chip Corrections Alter Its Bullish Trajectory?

AMD Up Over 130% This Year: With MI450 Set for Mass Release, Will AI Chip Corrections Alter Its Bullish Trajectory?

AMD’s year-to-date gains exceed 130%, with a forward P/E ratio of 84.4. MI450 shipments will begin in Q3, with volume ramping up in Q4.

Blog Team06/18/2026

Cathie Wood’s ARK Shifts Tech Stock Holdings—Could SpaceX Be the Next Valuation Breakout?

Cathie Wood’s ARK Shifts Tech Stock Holdings—Could SpaceX Be the Next Valuation Breakout?

On the first day of SpaceXs IPO, ARK Invest purchased approximately 3.29 million shares, investing $443 million. This move coincided with the firm reducing its holdings in tech stocks such as AMD and Tesla. We analyze the portfolio rebalancing strategy behind these simultaneous trades.

Blog Team06/15/2026

AI Chip Stocks Rebound Strongly: Is the Correction Over? Markets Are Reassessing the AI Value Chain

AI Chip Stocks Rebound Strongly: Is the Correction Over? Markets Are Reassessing the AI Value Chain

After a sharp correction, AI chip stocks including Nvidia, AMD, and Marvell have rebounded. Is this the start of a renewed AI market trend or simply a recovery in sentiment? This article examines the key drivers behind the rebound, opportunities across the AI chip ecosystem, and trends investors should watch.

Blog Team06/12/2026

AI Chip Demand Spillover Ignites Semiconductor Sector: Intel Soars 11%

AI Chip Demand Spillover Ignites Semiconductor Sector: Intel Soars 11%

Chip stocks surged with a powerful rebound as the Philadelphia Semiconductor Index jumped 5.6%. Intel soared over 11%, AMD rose 5%, and Micron gained nearly 10%. This article analyzes the spillover effect of AI chip demand, shifts in the foundry landscape, and the potential impact on the cryptocurrency mining hardware supply chain.

Blog Team06/09/2026

Can AMD Reach a $1 Trillion Market Cap? MI300X Expansion, the AI Data Center Cycle, and Wall Street’s Rationale for Repricing Target Valuations

Can AMD Reach a $1 Trillion Market Cap? MI300X Expansion, the AI Data Center Cycle, and Wall Street’s Rationale for Repricing Target Valuations

Can AMD Reach a $1 Trillion Market Cap by 2026?

Blog Team06/09/2026