"AMD offers a diversified portfolio of chips for data centers, video game consoles, PCs, and AI workloads. The stock is up 90% in 2025 so far. The company is well positioned to capture more growth from the data center market. Several leading AI companies, including Microsoft and Tesla, are using its chips, and CEO Lisa Su recently called AI "the most transformative technology in the last 50 years." AMD's central processing units (CPUs) for servers have gained market share over the last seven years from Intel, and management expects its share of that niche to continue growing. AMD's product roadmap, including its new Instinct graphics processing units (GPUs) for data centers, should fuel accelerating growth in 2026 and push the stock to new highs. Analysts currently expect AMD's earnings to soar by 59% next year."
"About 70% of the top mobile games on the market today were built using Unity Software's game design engine. While it has had success expanding the market for its 3D software tools beyond the video game industry, its dominance in that space looks like the key catalyst for the stock heading into 2026."
Market volatility increased in October amid an intensifying U.S.-China trade war, but technology-sector growth prospects remain favorable. AI infrastructure spending is booming and creating buying opportunities. Advanced Micro Devices provides a diversified chip portfolio across data centers, consoles, PCs, and AI, and the stock has risen sharply in 2025. AMD has gained server-CPU share from Intel, counts major AI firms as customers, and plans new Instinct GPUs to drive 2026 growth with analysts forecasting a large earnings increase. Unity dominates mobile game engines and can accelerate revenue via AI-powered advertising and expanded 3D tools.
Read at The Motley Fool
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