2 Technology Stocks That Could Make Big Moves in 2026

Despite recent market choppiness, the accelerating growth in AI infrastructure spending is creating significant buying opportunities in the technology sector, particularly for Advanced Micro Devices (AMD) and Unity Software (U). AMD is positioned for a strong 2026, driven by its diversified chip portfolio, data center market share gains, and new Instinct GPUs, with analysts projecting 59% earnings growth. Similarly, Unity Software, leveraging its dominant game engine and new AI-powered advertising tool, Unity Vector, is expected to see accelerating revenue and a return to double-digit growth in 2026 after a period of flat performance.

Analysis

Despite recent market choppiness driven by U.S.-China trade tensions, the technology sector's outlook remains favorable, particularly within artificial intelligence (AI) infrastructure spending. This trend presents significant buying opportunities, notably for Advanced Micro Devices (AMD) and Unity Software (U), both positioned for substantial growth in 2026. The overall sentiment surrounding these opportunities is strongly positive and bullish.

AMD is a key beneficiary, leveraging its diversified chip portfolio across data centers, consoles, and PCs, with a strong focus on AI workloads. The company has gained CPU market share from Intel over seven years and expects continued growth, supported by its new Instinct GPUs. Analysts project a robust 59% earnings growth for AMD next year, reflecting its strong product roadmap and strategic positioning.

Unity Software, dominant in mobile game design, is poised for accelerating revenue in 2026 after a period of flat performance. Its new AI-powered advertising tool, Unity Vector, has already driven a 15-20% improvement in user acquisition. Management anticipates a notable impact on business results from Unity Vector's AI engine, with analysts expecting a return to double-digit percentage growth.

Key Decisions for Investors

• Investors should consider the strong AI-driven growth trajectories of AMD and Unity Software, monitoring AMD's continued market share gains in data center CPUs and the adoption of its Instinct GPUs.
• For Unity, observe the revenue acceleration driven by its Unity Vector AI advertising tool, particularly its impact on user acquisition and overall business results.
• Despite positive company fundamentals, remain cognizant of broader market volatility stemming from U.S.-China trade tensions.