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Benzinga
Benzinga
Business
Piero Cingari

The AI Rally Just Flipped—These Stocks Are Now Outgunning Nvidia

Nvidia Nvidia Corp Semiconductor Vivek Arya AMD Advanced Micro Devices, Inc ARM Holdings Plc Artificial Intelligence Bank of America Broadcom
Close,Up,Of,Robot,Hand,Pointing,At,Forex,Chart,And

The artificial intelligence rally that made Nvidia Corp. (NASDAQ:NVDA) a market juggernaut appears to have entered a new phase in 2025, as a sharp rotation in semiconductor leadership has seen rivals outperform the AI front-runner.

Despite rising nearly 14% through the end of June, Nvidia now lags behind a group of chipmakers delivering significantly stronger gains.

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