{"id":299344,"date":"2025-11-18T15:34:16","date_gmt":"2025-11-18T15:34:16","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/299344\/"},"modified":"2025-11-18T15:34:16","modified_gmt":"2025-11-18T15:34:16","slug":"nvidia-is-no-longer-the-most-popular-ai-trade-can-it-regain-its-crown","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/299344\/","title":{"rendered":"Nvidia is no longer the most popular AI trade. Can it regain its crown?"},"content":{"rendered":"<p>Nvidia reports earnings on Wednesday, and this time it&#8217;s different for one reason: The chipmaker is no longer the hottest artificial intelligence trade on Wall Street. The stock, while it&#8217;s still up nearly 39% this year, is lagging fellow semiconductor builders Advanced Micro Devices and Broadcom . AMD has doubled in 2025, while Broadcom has soared 48%. Nvidia is also falling behind in a shorter time frame, relatively speaking. Over the past three months, Nvidia is up just 2%, while AMD and Broadcom have jumped 37% and 12%, respectively. Citigroup analyst Christopher Danely also noted that investors aren&#8217;t as keen on Nvidia in general as they are on AMD and Broadcom. &#8220;From our conversations, it appears NVDA is less popular than AMD and AVGO given lower EPS growth,&#8221; he said in a note to clients. NVDA AVGO,AMD YTD mountain NVDA year to date vs AVGO and AMD This week&#8217;s earnings report, though, could help Nvidia regain its AI trade crown, and several analysts have raised their price targets ahead of the release. Stifel&#8217;s Ruben Roy hiked his 12-month stock price forecast to $250 from $212 , signaling 34% upside from Monday&#8217;s close. He noted he expects a &#8220;moderate&#8221; beat on earnings. He added: &#8220;CEO Jensen Huang&#8217;s recent keynote at [GPU Technology Conference] Washington D.C. \u2026 outlined the company&#8217;s ongoing positioning as the backbone of AI infrastructure underpinned by more than $500bn in cumulative order book for Blackwell and Rubin infrastructure spanning 2025-2026.&#8221; Nvidia regaining its mojo could also get the broader market out of its funk. The S &amp; P 500 is down more than 2% in November, while the Nasdaq Composite has fallen 4.3%, as investors worry about sky-high valuations within AI \u2014 including Nvidia. The stock trades at 29 times forward earnings, according to FactSet, while the S &amp; P 500 has a multiple of a touch more than 21. But AMD and Broadcom are even richer, trading at 39 and 36 times forward earnings, respectively.<\/p>\n","protected":false},"excerpt":{"rendered":"Nvidia reports earnings on Wednesday, and this time it&#8217;s different for one reason: The chipmaker is no longer&hellip;\n","protected":false},"author":2,"featured_media":299345,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[45],"tags":[2473,182,181,507,37246,122,113,3487,117,114,74],"class_list":["post-299344","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-advanced-micro-devices-inc","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-broadcom-inc","tag-business-news","tag-investment-strategy","tag-nvidia-corp","tag-sp-500-index","tag-stock-markets","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/299344","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=299344"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/299344\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/299345"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=299344"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=299344"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=299344"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}