AMD Just Crushed Nvidia by 32 Points After Scandal. Here’s How NVDA Can Come Back Rich Duprey Sat, November 14, 2026 at 10:41 AM EST 5 min read NVDA -3.12% AMD -10.95% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
AMD gained 19% while NVIDIA dropped 13% in one week after an investigation into Jensen Huang's reported ties to a suspected Chinese spy.
NVIDIA now trades at 33 times earnings versus AMD's 202, and its free cash flow yield is triple AMD's.
AMD's free cash flow collapsed 71% as inventory swelled, while NVIDIA's 71% gross margin and heavy buybacks make it the stronger retirement pick.
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AMD (NASDAQ:AMD) or NVIDIA (NASDAQ:NVDA): after one of the most lopsided weeks in the competition between these two chipmakers, how do they compare for investors building a retirement portfolio? The Kobeissi Letter called AMD's run its greatest five-session outperformance against Nvidia since Nvidia's 1999 IPO. On verified closing prices for the week ended November 13, 2026, AMD rose 18.93% while NVIDIA fell 12.75%, a 31.68-point spread. Year to date, AMD is up 149.37% and NVIDIA is down 12.48%.
NVIDIA opened an independent investigation following reports its CEO Jensen Huang had a relationship with a suspected Chinese spy, and Commerce Secretary Lutnick will testify before the Senate Banking Committee. NVIDIA shares have dropped 26.41% in a month, closing at $162.85. AMD closed at $534.06.
The selloff flipped the valuation math in NVIDIA's favor. NVIDIA's trailing earnings multiple is 33. AMD's multiple is 202. NVIDIA's free cash flow yield is 2.46% against 0.76% for AMD, and its earnings yield is 3.05% against 0.49%. AMD's price already assumes years of flawless execution. Winner: NVIDIA.
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AMD's third quarter delivered revenue of $13.377 billion, up 44.68%, with non-GAAP EPS of $2.09, beating the $1.94 consensus. Data Center sales reached $8.546 billion, up 97%, as Anthropic, Meta, Microsoft, OpenAI and Oracle brought Helios racks online. Fourth-quarter guidance calls for about $17 billion, roughly 66% year-over-year growth, and management expects revenue to grow more than 80% in 2027. Lisa Su said "Data center revenue growth has accelerated sequentially every quarter this year."
NVIDIA is far larger: second-quarter fiscal 2027 revenue was $96.221 billion, up 105.85%. Its fiscal 2028 outlook, however, calls for growth of about 70%, limited by supply. AMD's growth rate is rising while NVIDIA's is moderating. Winner: AMD.
NVIDIA posts a 71.1% gross margin, a 60.4% operating margin and a 101.5% return on equity. AMD's figures are 49.5%, 10.7% and 7.19%. NVIDIA generated $21.341 billion of free cash flow last quarter and returned a record $26 billion to shareholders, with about $99 billion left on its buyback and a $0.25 quarterly dividend. AMD pays no dividend, and its free cash flow fell 70.86% to $554 million as inventory climbed to $11.463 billion.
NVIDIA carries real risks: "there is no China data center compute revenue in our forward outlook," and margins are expected to bottom at 71% to 72% in the fourth quarter. Even after those risks, its profitability sits on a different level from AMD's. Winner: NVIDIA.
NVIDIA wins two of three categories, and the two it wins matter most for retirement money. A portfolio built for capital preservation and steady compounding benefits more from a 33x multiple, industry-leading margins and consistent buybacks than from a 202x stock whose cash flow is being absorbed by inventory. AMD carries higher volatility, with drawdowns like its 8.75% drop on November 13 alone.
NVIDIA's recovery path runs through three milestones: a clean result from the independent investigation, delivery against its $108 billion third-quarter revenue guide, and a Vera Rubin ramp expected to supply about 20% of data center revenue in Q3. Huang framed the constraint simply: "Even though our demand is much greater than 70%, our supply allows us to confidently deliver 70%." The scandal knocked the stock down, and NVIDIA's earnings and cash flow give it the stronger case for recovery. The same Helios and Vera Rubin expansion also has to be powered, cooled and networked by somebody, and we featured seven of those suppliers in a free report on the AI boom beyond the chipmakers.
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