Earlier this year, NVIDIA Corp. (NASDAQ: NVDA) became the world’s first $4 trillion company, rising to the top of the Magnificent Seven on the back of a 30% year-to-date (YTD) gain. Few companies have become more synonymous with artificial intelligence than NVIDIA, and investors certainly aren’t crying poor over a 30% gain in just seven months.
However, NVIDIA’s stock is no longer leading the pack in the semiconductor sector thanks to a meteoric rise from Advanced Micro Devices Inc. (NASDAQ: AMD), whose shares are up more than 45% so far this year and more than 80% in the last three months alone. Today, we’ll discuss why AMD shares have outpaced NVDA so far in 2025 and look for any hints from the market on whether this outperformance can continue.
