2 Technology Stocks That Could Make Big Moves in 2026
By John Ballard, The Motley Fool | October 26, 2025
As the stock market experiences volatility due to escalating trade tensions between the U.S. and China, the technology sector stands out with promising growth opportunities. Particularly, the booming artificial intelligence (AI) market is poised to drive significant gains for select tech companies in 2026. Two stocks, Advanced Micro Devices (AMD) and Unity Software (U), are distinguished by their strong positions in AI-related markets and potential for robust revenue growth.
Advanced Micro Devices (NASDAQ: AMD)
AMD has had an impressive run, with its stock price rising approximately 90% in 2025 so far. The company boasts a diversified portfolio of semiconductor products that serve various markets including data centers, video game consoles, personal computers, and AI workloads.
A key growth driver for AMD is its involvement in the expanding data center market, which is critical to AI infrastructure. Industry giants such as Microsoft and Tesla rely on AMD’s powerful CPUs and GPUs for their AI operations. CEO Lisa Su has highlighted AI as “the most transformative technology,” underscoring AMD’s commitment to leveraging its chip design capabilities to capitalize on AI’s momentum.
With global spending on AI infrastructure expected to escalate, AMD is well-positioned to capture increased demand for high-performance processing products. This positions the company favorably for continued growth through 2026. ### Unity Software (NYSE: U)
Although primarily known for its dominance in the mobile gaming market, Unity Software is emerging as a significant player in AI-driven technology as well. Its innovative AI-powered advertising product is anticipated to accelerate revenue growth in the upcoming year.
Unity’s platform powers a large share of mobile and PC games globally, giving it valuable data and reach for targeted advertising solutions. By integrating AI capabilities into its advertising business, Unity aims to enhance effectiveness and efficiency, potentially unlocking new revenue streams beyond gaming software.
Investors should pay close attention to Unity’s expanding AI initiatives, as they may provide an unexpected boost to the company’s overall financial performance in 2026. ### Looking Ahead
Despite current market uncertainties, the technology sector — especially companies involved with AI development and deployment — continues to offer attractive investment opportunities. AMD’s proven hardware expertise and Unity’s AI advertising innovation illustrate how different facets of the tech industry can benefit from the AI revolution.
As AI spending grows, these companies could deliver significant returns for investors looking to capitalize on emerging technology trends moving into 2026. —
Disclaimer: This article is for informational purposes only and should not be construed as investment advice. Please consult with a financial advisor before making investment decisions.
