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

AMD stock has nearly tripled this year, propelling the company into the $1 trillion club.

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

Published September 29, 2026 · Category: Finance

Overview

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%.

The disparity between these share price gains feels backwards. Nvidia is bigger than AMD, and it is growing faster. This gap presents an interesting argument right now: is the market overpaying for AMD because it suddenly has a cleaner story, or has AMD's stock price gotten ahead of the company's earnings? Let's dig in and find out.

Image source: The Motley Fool.

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Originally published at www.fool.com.

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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.