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NVDA Competition Heating Up? AMD & INTC Rope in New Bull

NVDA Competition Heating Up? AMD & INTC Rope in New Bull

Schwab Network · Schwab Network

January 13, 20266m 48s

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Show Notes

Keybanc becomes a bull on AMD Inc. (AMD) and Intel (INTC), creating questions regarding how much of the AI "pie" Nvidia (NVDA) is allowed to eat. Marley Kayden turns to Keybanc's bullish note and explains where it sees upside in both companies. Tim Biggam analyzes the run-ups both AMD and Intel had and talks about how he would navigate the options front for each tech stock.


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