3 hours ago
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Harsh Chauhan, The Motley Fool
Thu, April 23, 2026 astatine 9:50 AM CDT 4 min read
Technology stocks person made a roaring comeback aft getting battered successful the archetypal 4th of 2026, arsenic evidenced by the caller surge successful the Nasdaq Composite index.
The scale has changeable up 13.7% truthful acold this month. Importantly, Nasdaq stocks could proceed to caput higher arsenic the twelvemonth progresses, chiefly driven by the beardown net maturation tech stocks are expected to deliver. Artificial quality (AI) is poised to go a cardinal maturation operator for the Nasdaq this year, arsenic monolithic infrastructure investments successful this abstraction are expected to substance important net maturation for respective companies.
Will AI make the world's archetypal trillionaire? Our squad conscionable released a study connected a little-known company, called an "Indispensable Monopoly," providing the captious exertion Nvidia and Intel some need. Continue »
Advanced Micro Devices (NASDAQ: AMD) is 1 of those AI companies apt to spot singular gross and net maturation successful 2026. The banal has already changeable up 45% successful April, and determination is simply a bully accidental that it could beryllium 1 of the champion Nasdaq stocks by the extremity of 2026.
While AMD has been mode down Nvidia successful the AI spot marketplace implicit the past 3 years, caller developments suggest that it is yet cutting its teeth successful this lucrative space. The spot decorator anticipates its information halfway gross to turn by much than 60% annually implicit the adjacent 3 to 5 years. That points toward a large betterment implicit the 32% leap successful AMD's information halfway gross successful 2025 to $16.6 billion.
AMD's upcoming MI450 information halfway graphics processing portion (GPU) and its rack-scale server solutions volition beryllium the cardinal drivers of its information halfway concern successful 2026 and beyond. CEO Lisa Su noted connected the January net telephone that AMD is successful negotiations with respective customers for its upcoming GPU and rack-scale solutions, which are poised to deed the marketplace successful the 2nd fractional of 2026.
The institution already has lucrative multiyear partnerships with Meta Platforms and OpenAI for its GPU and server processor chips. The imaginable summation of caller customers is apt to springiness it an further boost. It is worthy noting that AMD absorption is assured that its MI450 GPUs could outperform Nvidia's latest Vera Rubin chips.
This astir apt explains the beardown involvement successful the MI450 chips, with Anthropic reportedly becoming different imaginable AMD customer. As such, don't beryllium amazed to spot AMD crushing analysts' net expectations successful 2026, paving the mode for much upside this year.
Analysts are expecting AMD's net to turn by 60% successful 2026 to $6.70 per share. However, that estimation has been inching higher, arsenic seen successful the pursuing chart.
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