AMD CEO Lisa Su, a distant cousin of Jensen Huang, has been named Yahoo Finance’s 2026 CEO of the Year. AMD shares are up 158% this year, beating Nvidia and Broadcom, even after the post-midterm tech…

Yahoo Finance has named AMD CEO Lisa Su its 2026 CEO of the Year, and the headline reports that AMD shares are up 158% year to date, outperforming Nvidia and Broadcom despite a post-midterm tech selloff. The gain points to a sector rotation within AI semiconductors, with capital favoring the perceived share-gain story at AMD over larger incumbents whose valuations already reflect much of the AI build-out. Nvidia and Broadcom are the most directly exposed names on a relative basis, since investors benchmarking AI hardware exposure will be reassessing their weightings against AMD's momentum. The headline's reference to Su's family relationship with Nvidia CEO Jensen Huang is biographical and carries no direct bearing on fundamentals or pricing. Traders should watch the next quarterly earnings reports from AMD and Nvidia, particularly data center revenue and AI accelerator guidance, as the clearest test of whether AMD's outperformance reflects durable demand or positioning-driven strength.

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