At the Consumer Electronics Show (CES), Nvidia and AMD highlighted their top AI investments for 2026, showcasing new products and breakthroughs. Nvidia unveiled Vera Rubin, a cutting-edge AI computing platform, while AMD launched the Helios platform, challenging Nvidia’s offering. Both companies are expanding across the AI ecosystem, with AMD’s stock outperforming Nvidia in 2025.

Performance-wise, Nvidia’s stock has surged over 1,100% in the last three years, while AMD has seen around a 70% increase in 2025 alone. Currently, AMD’s forward earnings multiple is slightly lower than Nvidia’s, with both trading at discounts compared to previous valuations. EPS revisions for both companies show positive growth projections for 2026 and beyond.

Nvidia and AMD’s presentations at CES hint at a promising future for both companies, with Nvidia’s stock holding a Zacks Rank #1 (Strong Buy) due to favorable EPS revisions. AMD, with a Zacks Rank #3 (Hold), continues to impress with its growth and AI expansion, albeit trailing behind Nvidia. Investors can look forward to both companies’ upcoming financial results.

Read more at Nasdaq: Buy Nvidia or AMD Stock After Rolling Out New AI Platforms?