Veytics Intelligence
2026-09-29 · NASDAQ

Nvidia vs. AMD: Which AI Chip Stock Has More Room to Run After AMD's Surge Past $1 Trillion?

Key Points AMD recently joined Nvidia, Broadcom, Taiwan Semi, Samsung, and Micron as the latest AI chip stock to reach a $1 trillion market cap. AMD's revenue and profit growth relative to its valuation show that the stock is priced to perfection. Nvidia's valuation multiples look positioned for meaningful expansion as the company ramps its Vera Rubin CPU push. 10 stocks we like better than Nvidia › As of the closing bell on Sept. 25, Advanced Micro Devices (NASDAQ: AMD) finished the week reaching a historic milestone: the semiconductor company punched its ticket to the $1 trillion club . AMD stock has rallied 195% this year while its rival, Nvidia (NASDAQ: NVDA) , has gained closer to 20%.

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