Tech industry
from24/7 Wall St.
4 days agoOpinion: AMD Will Be the Semi Play to Beat in 2026
Advanced Micro Devices shares outperformed in 2025 and remain attractive among semiconductor stocks heading into 2026 despite recent volatility.
Markets are still concerned that AI valuations are stretched. Leading recent AI losses, Palantir ( NASDAQ: PLTR) dropped, even after beating earnings estimates with solid guidance to boot. EPS of 21 cents beat estimates of 17 cents. Revenue of $1.18 billion was above estimates of $1.09 billion. While impressive, the market has become nervous about Palantir's valuation - especially as it trades at 200x forward earnings.