AMD More than NVDA Competitor: AI Factories & META Offer Long-Term Bull Case

By Schwab Network

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AMD Inc. (AMD) became the fourth U.S. chipmaker to reach $1 trillion in market cap. Stephen Sopko believes the strong rally in shares to reach that milestone shows a recognition that AMD is much more than a traditional chipmaker. Meta Platforms (META), a major customer for AMD, developing its Muse AI agent is what Stephen considers a strong case for the need for CPUs long-term. He then turns to Nvidia (NVDA) and Intel (INTC) chip development and ways they highlight a lasting need for AI data centers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-exp