Nvidia or AMD: Morgan Stanley Says One AI Chip Stock Has the Edge

Nvidia or AMD: Morgan Stanley Says One AI Chip Stock Has the Edge

By Michael Marcus
Publication Date: 2026-05-10 10:00:00

The Philadelphia Semiconductor Index, or SOX, is on a tear – it’s up about 50% in the last 30 days, and 164% over the past 12 months as investors continue