AMD vs Intel: Which Stock Will Lead in 2026?

• AMD (AMD) posted grounds Q4 2025 gross of $10.27B, up 34% twelvemonth implicit year, with Data Center gross hitting $5.38B driven by EPYC server processors and Instinct GPU shipments.

• Intel (INTC) reported $13.67B revenue, down 4% twelvemonth implicit year, and swung to a $591M GAAP nett nonaccomplishment arsenic its foundry concern burned $2.51B successful operating losses. Nvidia (NVDA) invested $5B successful Intel’s foundry turnaround and benefits from AMD’s scaled AI competition.

• AMD’s hyperscale information halfway partnerships, including a 6 gigawatt OpenAI deployment committedness and 50,000 MI450 GPUs for Oracle by Q3 2026, opposition sharply with Intel’s foundry losses and reliance connected its unproven Intel 18A process node to pull outer customers successful 2026.

• A caller survey identified 1 azygous wont that doubled Americans’ status savings and moved status from dream, to reality. Read much here.

AMD's 4th fourth results were hard to reason with. Revenue deed $10.27 billion, up 34.1% twelvemonth implicit year, beating estimates of $9.72 cardinal by 5.64%. The Data Center conception was the header driver, posting a grounds $5.38 billion, up 39% twelvemonth implicit year, fueled by EPYC server processors and Instinct GPU shipments. The Client conception added $3.10 billion, up 34%, portion Gaming surged 50% to $843 million.

Read: Data Shows One Habit Doubles American’s Savings And Boosts Retirement

Most Americans drastically underestimate however overmuch they request to discontinue and overestimate however prepared they are. But information shows that people with 1 habit person much than treble the savings of those who don’t.

Intel's 4th told a antithetic story. Revenue came successful astatine $13.67 billion, down 4.1% twelvemonth implicit year, with a GAAP nett nonaccomplishment of $591 million. The Client Computing Group, inactive Intel's largest segment, declined 7% to $8.19 billion. Data Center and AI grew 9% to $4.74 billion, affirmative but humble compared to AMD's pace. Intel Foundry remained a drag, generating a $2.51 cardinal operating nonaccomplishment successful the quarter.

AMD's strategy is gaining traction: merchantability much EPYC CPUs into hyperscale information centers, standard Instinct GPU deployments alongside NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), and grow the bundle ecosystem done ROCm.