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Aditya Raghunath

TD Cowen Says This Chip Stock (Not Nvidia) Is the Best Idea for 2026

AMD TD TD Cowen Nvidia Advanced Micro Devices

Nvidia (NVDA) continues to dominate headlines in the AI segment in 2025. However, TD Cowen believes investors should look elsewhere for the best opportunity in 2026. The investment firm has placed Advanced Micro Devices (AMD) on its coveted Best Ideas list, explaining that the chipmaker is being unfairly overlooked despite its widening AI moat. 

TD’s bullish stance centers on AMD’s upcoming product launches, including the Helios rack-scale platform and the MI450 accelerator, both expected in mid-2026. These releases are estimated to help AMD double earnings by Q4 2026. The firm projects AMD’s AI accelerator business alone could reach $89 billion in sales by 2030, growing at a 67% annual rate.

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