NVIDIA and AMD both beat expectations in their latest reports, yet their stocks have moved in opposite directions: AMD is up 164.48% year to date, while NVIDIA is up 14.83%. NVIDIA posted revenue of $96.22B, up 105.8%, with Data Center reaching $89.02B; AMD delivered $11.54B, up 50.1%, and its Data Center sales rose 107% to $6.72B, now 58% of revenue. The article says the gap reflects valuation: NVIDIA trades at about 43 times earnings, while AMD trades near 213, a price that assumes Helios ramps well before volume shipments. For AMD, the author is watching whether Helios yields improve on schedule and whether third-quarter revenue lands near the $13 billion guidance. For NVIDIA, the case rests on its 75.0% margins and $21.34B in quarterly free cash flow, while AMD's non-GAAP gross margin is 56%.
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NVDAAMDsemiconductorsartificial intelligence
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Related tickers and likely impact
NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/29/2026 | 213.66 |
| Change that session | -0.80% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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