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As Nvidia (NVDA) plunges following news of Jensen Haung's exit as CEO, AMD Inc. (AMD) has been an unsung stock market winner. Marley Kayden talks about the stock's climb and its most recent upgrade from William Blair.

AMD posted a record quarter, then watched a brutal AI selloff erase a third of its value in weeks. Free cash flow is collapsing and inventory is piling up, so can the Helios ramp justify a premium multiple?

History indicates this is a great time to invest in stocks.

Shares of AMD and Nvidia have retreated significantly over the past month. Both companies have been clocking solid growth, and their momentum is poised to continue in 2027.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.

A company with no board chair, no chief operating officer, and no succession plan suddenly faces a reported move against its CEO. While NVIDIA's rivals react in opposite directions, one chipmaker may quietly be gaining from the chaos.

Shares of Advanced Micro Devices Inc (NASDAQ:AMD) are up 1.6% before the bell, after the chipmaker landed an upgrade at William Blair to "outperform" from "market perform.

One stock is up triple digits this year while its bigger rival slides. The author keeps buying anyway, citing four structural edges that have nothing to do with Nvidia's stumbles, plus a few red flags that could still bite.