AMD and Intel are expected to see significant earnings growth in 2026, with one outperforming the other financially. Semiconductor stocks have shown strong performance in 2025, with a 40% gain in the sector index. The World Semiconductor Trade Statistics organization forecasts a 26% spike in semiconductor sales to $975 billion in 2026. AMD is expected to see a 62% spike in earnings next year.

AMD has been experiencing revenue and earnings growth in 2025, with a 35% increase in revenue and a 244% jump in GAAP net income. The company is expected to continue gaining market share in CPUs and data centers, with a focus on AI workloads and increased computing performance. AMD forecasts annualized revenue growth of more than 35% for the next three to five years.

Intel has regained investor confidence in 2025, with an 87% increase in its share price. The company’s solid cash position and investments are strengthening its balance sheet. Intel’s cost-cutting measures are expected to lead to a 76% increase in earnings next year. However, AMD appears to be the more convincing stock to buy in 2026, given its growth prospects and valuation.

Read more at Nasdaq: Better Semiconductor Stock for 2026: AMD vs. Intel