By Keithen Drury, The Motley Fool
Publication Date: 2026-08-22 05:20:00
Investors of Advanced Micro Devices (NASDAQ: AMD) have a big event coming up, and it really has nothing to do with AMD at all. Nvidia (NASDAQ: NVDA) reports Q2 earnings on Aug. 26, and what it says could have major implications on the market’s view of AMD. In 2026, AMD dramatically outperformed Nvidia, rising about 120% versus Nvidia’s 16%. That’s a pretty stark outperformance, driven by the market’s belief that AMD can take market share from Nvidia.
Depending on how strong Nvidia’s results are, the investment community could shift its preference from AMD to Nvidia following earnings, and all it will take is Nvidia doing exactly what’s expected of it.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia. Continue »
AMD’s data center division growth rate recently surpassed the last numbers we have from Nvidia
Comparing AMD and Nvidia is natural. They compete in many industries, including the all-important data center infrastructure sector. AI data centers are a large use case for computing equipment, and these two must establish a strong foothold and maintain it throughout the build-out. So far, Nvidia has been dominating this battle, but AMD’s Q2 results may have flipped that…
