It's Not Just NVDA: META Buys 6GW of AMD Computing Power

We're back on Morning Trade Live. AMD is moving higher this morning after announcing an expanded partnership with Meta. More on that with Marley momentarily.But take a closer look at this one-year chart comparing AMD and Nvidia. AMD is the clear out performer over the last 12 months, up more than 95% year-over-year. Nvidia has traded largely sideways over the last 6 months, but is still up more than 45% during that time frame.As we said, AMD is the focus of the morning trades. are joining us for a closer lo ...