AMD's market cap sits around $800 billion, up over 300% in 12 months. CEO Lisa Su called the second half of the year an inflection point as AMD ships Helios, its new AI server system. To reach $1 trillion, the stock needs another 25% gain. Revenue hit $10.3 billion in the latest quarter, up 38% year over year.
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Nvidia and Broadcom revenue up 85% and 48% in 2026
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