Stocks
Nvidia Earnings Report Could Upend AMD's Stock Surge
AMD investors have been riding high in 2026, with their stock performance eclipsing that of Nvidia. However, this could change as soon as August 26, when Nvidia releases its Q2 earnings report.
Nvidia's strong quarter could shift the investment community's preference back to the company, making AMD's recent gains irrelevant.
Currently, AMD is outperforming Nvidia in terms of stock growth, but this may not last if Nvidia's data center division shows stronger growth rates.
In Q2, AMD's data center revenue surpassed that of Nvidia, growing at 107% versus Nvidia's 92%. However, overall revenue and market share are still a concern for AMD investors.