
Forget Nvidia (NVDA), Focus on This “Agentic AI” Winner Instead
> Story Highlights
- AMD hit a new 52‑week high, extending a 112.6% YTD rally and emerging as one of 2026’s strongest pure‑play AI winners.
- Investors are rotating out of Nvidia and into AMD, driven by AMD’s faster growth and smaller market‑cap base.
- Price targets now reach up to $625, suggesting meaningful upside as AMD becomes the leading “catch‑up” AI momentum play for 2026.
- Also, Agentic AI is expanding AMD’s market, and its MI355X accelerators are winning in the inference market.