AMD vs. Nvidia: What's the Better AI Stock?

Zacks11-20

The Q3 earnings season is slowly grinding to a halt, with just a small chunk of S&P 500 companies yet to reveal their quarterly results. Stay up-to-date with all quarterly releases: See Zacks Earnings...

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A peer, Advanced Micro Devices AMD, has already delivered its quarterly results, giving us a small read-through of what to expect concerning AI demand and trends within video gaming.Advanced Micro Devices posted strong growth in its release, with EPS growing 31% on the back of 17% higher sales. Margin expansion unlocked higher profitability, with its reported gross margin of 54% expanding from the 47% mark in the year-ago period.Notably, Data Center revenue of $3.5 billion reflected a quarterly record and climbed an astonishing 122% from the same period last year. Overall, the Data Center results confirm strong underlying demand for AI, a trend we’ve been very accustomed","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"3NVD.UK":"LS 3X NVIDIA","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","NVDA":"英伟达","BK4550":"红杉资本持仓","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","2NVD.UK":"2X NVIDIA ETP","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","NVD":"GraniteShares 2x Short NVDA Daily ETF","NVDD":"Direxion Daily NVDA Bear 1X Shares","AMD":"美国超微公司","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","NVD2.UK":"2X NVIDIA ETP","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","SNVD.UK":"LS -1X NVIDIA","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","NVD3.UK":"LS 3X NVIDIA","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","NVDS":"Tradr 1.5X Short NVDA Daily ETF","BK4548":"巴美列捷福持仓","NVDS.UK":"LS -1X NVIDIA","NVDU":"Direxion Daily NVDA Bull 2X Shares","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","GFS":"GLOBALFOUNDRIES Inc.","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","BK4575":"芯片概念","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC"},"translate_title":"AMD与Nvidia：哪个人工智能股票更好？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMD":1,"GFS":1,"NVDA":1,"NVD2.UK":0.6,"NVD":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"SNVD.UK":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6},"content_text":"The Q3 earnings season is slowly grinding to a halt, with just a small chunk of S&P 500 companies yet to reveal their quarterly results.\nStay up-to-date with all quarterly releases: See Zacks Earnings Calendar.\nBut looming large is AI-favorite Nvidia NVDA, whose results are expected after the market’s close on Wednesday. A peer, Advanced Micro Devices AMD, has already delivered its quarterly results, giving us a small read-through of what to expect concerning AI demand and trends within video gaming.\nLet’s take a closer look.\nAMD Posts Robust Data Center Growth\nAdvanced Micro Devices posted strong growth in its release, with EPS growing 31% on the back of 17% higher sales. Margin expansion unlocked higher profitability, with its reported gross margin of 54% expanding from the 47% mark in the year-ago period.\nNotably, Data Center revenue of $3.5 billion reflected a quarterly record and climbed an astonishing 122% from the same period last year. Overall, the Data Center results confirm strong underlying demand for AI, a trend we’ve been very accustomed to over recent periods.\nAMD’s data center results have regularly exceeded our consensus expectations in recent quarters, as we can see below.\nImage Source: Zacks Investment Research\nThe valuation picture doesn’t warrant immediate concern, with the current 29.4X forward 12-month earnings multiple comparing favorably to a 42.3X five-year median and 106.9X five-year highs. Further, the current PEG works out to 1.0X, again well beneath historical values and comparing nicely to the Zacks Computer and Technology sector average.\n Image Source: Zacks Investment Research\nThe stock didn’t see a great post-earnings reaction despite the favorable Data Center results, with analysts also downwardly revising their earnings expectations following the release. Weaker-than-expected sales forecasts have been a driver behind the negative share sentiment over recent months, also explaining the downward estimate revisions.\n Image Source: Zacks Investment Research\nNvidia Guidance Remains Key\nNvidia’s Data Center results have been nothing short of remarkable, consistently blowing away our consensus expectations in recent quarters. As shown below, the beats have been quite sizable, with the most recent totaling a sizable $1.4 billion amid another period of scorching-hot demand.\nImage Source: Zacks Investment Research\nInvestors can likely expect another robust showing within its Data Center, with our $28.9 billion consensus estimate suggesting nearly 100% growth year-over-year. The read-through AMD gave us concerning AI demand also bodes well for NVDA here.\nCEO Jensen Huang provided a bullish long-term comment following the Q2 release, confirming strong demand for Hopper and overall anticipation for Blackwell. ‘NVIDIA achieved record revenues as global data centers are in full throttle to modernize the entire computing stack with accelerated computing and generative AI.’\nValuation multiples aren’t expensive on a relative basis, with the current 38.7X forward 12-month earnings multiple well beneath the 50.7X five-year median and five-year highs of 106.3X.\nIn addition, the current PEG ratio works out to 1.1X, again well below historical levels. As shown below, the multiple compares favorably to the Zacks Computer & Technology sector average of 1.5X.\nImage Source: Zacks Investment Research\nPutting Everything Together\nInvestors are eagerly awaiting Nvidia’s NVDA Q3 release, which will wrap up the reporting period for the broader Mag 7 group overall. We’ve already heard from a peer, Advanced Micro Devices AMD, whose Data Center results showed strong underlying demand.\nWhile the reaction to the AMD results wasn’t bullish, it was a result of weaker-than-expected sales guidance. It’s reasonable to assume that guidance from NVDA will likely dictate the post-earnings move as well, as many already know that sizable Y/Y growth is on the horizon.\nStill, consistently strong execution from NVDA and an already established stance within the AI space keeps the stock the clear AI favorite.\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\nAdvanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report\nNVIDIA Corporation (NVDA) : Free Stock Analysis Report\nTo read this article on Zacks.com click here.\nZacks Investment Research","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2484918492"}