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.

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.

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.

China has leveraged its dominance over rare earths for Nvidia chips; however, this expert says world isn't decoupling, it is just bartering.

American chip makers have grown thanks to generative AI. But new tariffs, export bans, and China's emergence as a key competitor present new challenges. Motley Fool's Shelby McFaddin and AlixPartners' Markus Bolte explore what's next.

Nvidia Corporation remains a top AI infrastructure pick despite risks, and Advanced Micro Devices offers tactical opportunity. Click for more on AMD and NVDA.