By Geoffrey Seiler, The Motley Fool
Publication Date: 2025-12-19 15:45:00
Both Broadcom and AMD were big winners in 2025.
Two of the top semiconductor companies looking to eat into Nvidia‘s (NVDA +2.82%) artificial intelligence (AI) infrastructure dominance are Broadcom (AVGO +1.62%) and Advanced Micro Devices (AMD +4.68%). Both stocks have performed well in 2025, led by AMD, which is up more than 70% year to date, as of this writing, compared to about a 45% gain for Broadcom.
The question, though, is which stock will perform better in 2026. Let’s look at the case for both stocks.
Image source: Getty Images.
The case for AMD
Today’s Change
(4.68%) $9.42
Current Price
$210.48
Key Data Points
Market Cap
$327B
Day’s Range
$204.30 – $212.37
52wk Range
$76.48 – $267.08
Volume
789K
Avg Vol
55M
Gross Margin
44.33%
AMD is the distant No. 2 player in the graphics processing unit (GPU) market behind Nvidia. However, the company has carved out a nice niche in inference, where price-per-inference costs are more important than raw computing power, given its ongoing nature, and…
