CEG stock surged 22% on Sept. 20, driven by a 20-year deal with Microsoft to supply electricity from a restart (of undamaged) nuclear Unit 1 of Three Mile Island.

There is a clear winner between these two companies trying to capitalize on the growing demand for AI graphics cards.

Despite its outperformance, I still think Nvidia is a better investment choice than AMD, as there is more to a company than stock price performance. Both companies make hardware for computers of all varieties,