2 Technology Stocks That Could Make Big Moves in 2026

Advanced Micro Devices (AMD) and Unity Software (U) are positioned for significant growth in 2026, driven by the booming AI market and strategic product developments. AMD is expected to benefit from increasing demand for its data center CPUs and new Instinct GPUs, with analysts projecting 59% earnings growth next year as it gains market share from Intel. Meanwhile, Unity Software, leveraging its mobile gaming dominance and new AI-powered advertising tool, Unity Vector, is anticipated to return to double-digit revenue growth in 2026, following a period of flat performance.

Analysis

The technology sector is poised for significant growth in 2026, primarily driven by booming AI infrastructure spending, despite recent market choppiness attributed to US-China trade tensions. This environment creates buying opportunities, particularly for companies like Advanced Micro Devices (AMD) and Unity Software (U). Both firms are identified as key beneficiaries of the AI trend, with strong growth projections for the upcoming year.

Advanced Micro Devices is strategically positioned with its diversified chip portfolio, including data center CPUs and new Instinct GPUs, to capitalize on AI demand. The company has gained server CPU market share from Intel over the past seven years and expects continued expansion, with analysts projecting a 59% earnings increase for AMD in 2026. Its chips are already utilized by major AI players like Microsoft and Tesla, underscoring its market relevance.

Unity Software, a dominant force in mobile gaming with 70% market share, is expected to achieve double-digit revenue growth in 2026, recovering from prior flat performance. This resurgence is fueled by its new AI-powered advertising product, Unity Vector, which has already improved user acquisition by 15-20%. New leadership is leveraging valuable user data to drive this AI-centric growth.

The overall sentiment towards these companies is extremely positive and bullish, reflecting strong analyst confidence in their respective AI-driven strategies and product roadmaps. The anticipated financial performance, including AMD's earnings surge and Unity's revenue acceleration, highlights their potential to deliver substantial returns in the near to medium term.

Key Decisions for Investors

• Investors should consider evaluating long positions in Advanced Micro Devices (AMD) and Unity Software (U), given their strong positioning within the booming AI market and positive analyst outlooks for 2026.
• Monitor AMD's continued market share gains in data center CPUs and the adoption of its new Instinct GPUs, which underpin the projected 59% earnings growth.
• For Unity Software, track the performance and adoption of its AI-powered Unity Vector advertising product, which is crucial for its anticipated return to double-digit revenue growth.