The Motley Fool·2025-10-26 13:25Core Insights - The technology sector, particularly companies like AMD and Unity Software, is poised for growth driven by artificial intelligence (AI) advancements and infrastructure spending [2][4]. Group 1: Advanced Micro Devices (AMD) - AMD has a diversified portfolio of chips catering to data centers, gaming consoles, PCs, and AI workloads, with a stock increase of 90% in 2025 [4]. - The company is well-positioned to capture growth in the data center market, with major AI companies like Microsoft and Tesla utilizing its chips [4][6]. - Analysts project AMD's earnings to increase by 59% next year, supported by its new Instinct GPUs for data centers [6][4]. Group 2: Unity Software - Unity Software powers about 70% of the top mobile games, indicating its strong market presence in game design [7]. - The company is leveraging valuable user data to enhance its AI-powered advertising tool, Unity Vector, which has improved user acquisition by 15% to 20% [9][10]. - Analysts expect Unity to return to double-digit percentage growth in 2026 after a period of flat revenue performance [10].