In 2025, AMD outperformed Nvidia with a 77% rise in shares compared to Nvidia’s 39%. This was driven by a multi-year deal with OpenAI for AI infrastructure, with CEO Lisa Su calling it a “win-win” situation. AMD’s disciplined execution and expanding AI footprint make it an attractive investment in 2026.

AMD’s growth in 2025 was fueled by record revenues in the data center segment, driven by demand for processors and accelerators. The MI300 series exceeded expectations, securing wins with major hyperscalers. AMD’s relative undervaluation, compared to Nvidia, drew investor rotation. The company’s momentum in data center revenue growth looks set to continue in 2026.

The upcoming Q4 2025 earnings report for AMD is anticipated to show a 26% jump in revenues to $9.65 billion, with EPS estimates at $1.32 per share. The Zacks Earnings ESP indicator suggests a positive surprise may be in the cards. With a Zacks Rank #3 and +2.01% Earnings ESP, AMD remains a stock to watch in early February.

Quantum Computing is the next big technological revolution, and companies like Microsoft, Google, Amazon, and Tesla are integrating this technology into their infrastructure. Senior Stock Strategist Kevin Cook has identified 7 stocks poised to dominate in quantum computing. Investors have a rare opportunity to position their portfolios for potential gains in this emerging field.

Read more at Nasdaq: AMD’s Resurgence: Outpacing Nvidia in 2026