"It's all about artificial intelligence (AI). Spending on AI infrastructure is booming, which could position chip designer Advanced Micro Devices (NASDAQ: AMD) for a big year in 2026. Another unexpected beneficiary of the AI trend is Unity Software (NYSE: U), which could see accelerating revenue next year, fueled by its AI-powered advertising product. Here's why these stocks could have room to run."
"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.""
Market activity was choppy in October due to an intensifying U.S.–China trade war, but technology sector growth prospects remain favorable, creating buying opportunities. Spending on AI infrastructure is booming, driving demand for data-center CPUs and GPUs. AMD offers a diversified chip portfolio for data centers, consoles, PCs, and AI workloads, has gained server CPU share versus Intel, and plans new Instinct GPUs for data centers to fuel growth in 2026. Unity Software dominates mobile gaming and expects accelerating revenue from an AI-powered advertising product in 2026.
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