Greg Martin sees AMD Inc. (AMD) earnings as the "bellwether" for other A.I. companies, even Nvidia (NVDA). A ramp up in hyperscaler capex gives him confidence that the A.I. company can draw in a stronger revenue stream. CFRA's Angelo Zino makes the case that AMD is setting up for a "bigger 2026 story." The key headwind it faces is China and how chip export restrictions can lead to bleeding on the balance sheet.