Nvidia (NVDA) stock rose just 2.4% while AMD surged 15% on earnings. The AI chip market is shifting from GPUs to CPUs—and that's changing the game.

What Happened? Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) jumped 4.4% in the afternoon session after the company announced a partnership with Corning amid strong earnings reports from peer companies in the semiconductor sector.

Anthropic has partnered with SpaceX to significantly expand the computing power behind its Claude AI models, prompting Elon Musk to praise Nvidia Corp's NVDA latest GB300 systems as "the best AI computer.

Three of the most-watched AI names point in three different directions at current prices: NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) at $196.50 looks most attractive on valuation, AMD (NASDAQ:AMD) at $355.

NVIDIA Corp (NASDAQ: NVDA) is one of the best stocks to buy in 2026 according to billionaire George Soros. NVIDIA stock has soared more than 70% over the past year, and it has more room to run as the Street’s average price target indicates more than 30% upside potential.

NVIDIA Corporation (NASDAQ:NVDA) is one of the Most Promising AI Stocks to Invest In. On April 27, DBS Bank analyst Fang Boon Foo lifted the price objective on the company’s stock from $220 to $250 and maintained a “Buy” rating.

Nvidia (NVDA) stock drops 7% to $198 but analysts see 35% upside with $269 target. Forward P/E at 22x vs AMD's 40x. May 20 earnings in focus.

Nvidia (NASDAQ: NVDA) stock is up another 6% so far in 2026, putting shares on pace for another double digit performance this year. Since going public in 1999, this GPU stock has soared in value by nearly 500,