Semiconductor company Advanced Micro Devices (AMD) saw its stock gain on Thursday following the release of rival Nvidia’s (NVDA) Q2 2025 earnings report. While Nvidia beat Wall Street’s estimates for the quarter, the chipmaker’s shares were down today.
Elevate Your Investing Strategy:
- Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.
One major problem for Nvidia is the ban on its advanced artificial intelligence (AI) Blackwell chips, which are in high demand for AI data centers. Even so, the company also reported data center sales that were below estimates. If Nvidia continues to struggle to meet the demand for its AI chips, it could open the way for AMD to steal some of NVDA’s customers with its rival processors.
Another chief concern for Nvidia is chip sales to China, which is also a worry for AMD. President Donald Trump has been strict on chip sales to the country amid a trade war. This resulted in a lift of a ban earlier this month, but requires Nvidia and AMD to pay 15% of Chinese chip sales to the U.S. government. However, Nvidia’s popular Blackwell chips still have not been approved for sale in China, though CEO Jensen Huang believes it’s a possibility. Yet again, regulatory issues that hamper Nvidia sales could be a boon to AMD.
AMD & NVDA Stock Movement Today
AMD stock was up 0.63% on Thursday, extending a 39.15% year-to-date rally. The shares have also increased 14.87% over the past 12 months. For comparison, Nvidia stock was down 1.75% as of this writing but has climbed 32.81% year-to-date and 54.43% over the past 12 months.
AMD vs. NVDA: Which Stock Do Analysts Prefer?
Turning to the TipRanks stock comparison tool, traders can see which of these semiconductor companies analysts prefer. Nvidia has the better analysts’ consensus rating at Strong Buy, compared to Moderate Buy for AMD. However, both shares have similar upside potential, with 11.87% for NVDA and 10.02% for AMD.
