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● LIVE Updated 1h ago · 10 sources tracked

Nvidia and AMD just hit record highs, but tech stocks still look cheap

Nvidia and AMD have reached record highs, but tech stocks appear undervalued. The surge is driven by AI demand, with Nvidia's valuations indicating the rally isn't a bubble, according to DBS. AMD's valuation has raised concerns on Wall Street, with its product justifying the valuation yet to ship at scale.

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  • ✓ Nvidia's valuations show the AI rally isn't a bubble, according to DBS.
  • ✓ AMD's valuation has raised concerns on Wall Street.
  • ✓ Nvidia and AMD have hit record highs.
🛡️ Source Corroboration: 10 independent reporting domains (70% confidence) ⏱ Read time: ~2 min

What changed

Nvidia and AMD have hit record highs, with their valuations being driven by AI demand.

Live updates

  1. Nvidia and AMD hit record highs, tech stocks still look cheap

    Nvidia and AMD have reached record highs, but tech stocks appear undervalued. The surge is driven by AI demand, with Nvidia's valuations indicating the rally isn't a bubble, according to DBS. AMD's valuation has raised concerns on Wall Street, with its product justifying the valuation yet to ship at scale.

    Why it matters

    The tech industry is experiencing a significant surge driven by AI demand. Nvidia and AMD are leading the charge, with their stocks reaching record highs. The growth is attributed to the increasing demand for AI chips, with companies like Nvidia and AMD being key suppliers.

    What is confirmed

    • Nvidia's valuations show the AI rally isn't a bubble, according to DBS.
    • AMD's valuation has raised concerns on Wall Street.
    • Nvidia and AMD have hit record highs.

    Still unconfirmed

    • AMD's product justifying its valuation has not yet shipped at scale.

    What to watch next

    • Nvidia's $6 trillion milestone
    • AMD's product shipment at scale
    • Tech stock market performance
    Sources used for this update (12)
    1. Bloomberg.com — Nvidia’s Valuations Show AI Rally Isn’t a Bubble, DBS Says
    2. Barron's — Nvidia Stock Chases Record High as Key Supplier’s Revenue Booms on AI Demand
    3. www.pcmag.com — The 140 Best Prime Day Tech Deals From Apple, Dell, HP, Samsung, Sony, and More
    4. CNBC — Nvidia's $6 trillion milestone looms. Here's when options traders see it happening
    5. Yahoo Finance — Nvidia and AMD just hit record highs, but tech stocks still look cheap
    6. MarketWatch — The case for Nvidia’s stock to march even higher after clinching its first record high in months
    7. www.zerohedge.com — S&P Set To Open At Record High As Oil Slides, Bond Rout Takes A Breather | ZeroHedge
    8. www.pcmag.com — 153 Expert-Vetted Prime Day Tech Deals Still Live on Day Two
    9. finance.yahoo.com — Nvidia and AMD just hit record highs, but tech stocks still ...
    10. 247wallst.com — AMD’s Valuation Is Really Starting To Ruffle Feathers on Wall Street
    11. finance.yahoo.com — Nvidia and AMD just hit record highs, but tech stocks still look cheap
    12. www.pcgamer.com — Can someone pinch me, I think I just found a decent gaming laptop deal for under AU$1,900
    confidence 70%
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