Advanced Micro Devices, Inc. (AMD) reported a revenue of $11.5 billion for Q2 2026, reflecting a 50% increase year-over-year and a 13% quarter-over-quarter rise. This growth, particularly in Data Center revenues, which more than doubled year-over-year, positions the company for a projected revenue range of $13 billion ± $300 million for Q3 2026, representing an anticipated 41% year-over-year growth.
In contrast, Broadcom Inc. (AVGO) announced AI semiconductor revenues of $10.8 billion in Q2 2026, up 143% year-over-year. The company expects these revenues to rise to $16 billion in Q3 2026, with consolidated revenues projected at $29.4 billion—an 84% year-over-year increase. Broadcom generated an adjusted EBITDA of $15.2 billion in Q2 with a margin of 69%.
Comparatively, AMD has seen a 124.6% increase in stock value year-to-date, significantly higher than Broadcom’s 3.3%. Analysts suggest AMD may offer greater upside potential due to its strong revenue growth and technical positioning above the 200-day moving average.
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