NVDA vs. AMAT: Which Semiconductor Stock Is the Better Buy Now?

Key Takeaways NVDA posted 62% sales growth in fiscal Q3 2026, driven by explosive AI data center demand and GPU adoption.AMAT gains from foundry, DRAM and HBM demand but faces China restrictions and slower ICAPS growth.NVDA offers stronger growth visibility than AMAT, despite both trading at almost similar P/E levels.NVIDIA Corporation (NVDA) and Applied Materials, Inc. (AMAT) are two of the most important players riding on the global semiconductor and artificial intelligence (AI) boom. NVIDIA dominates the ...