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Advanced Micro Devices vs. AppLovin: Which Technology Stock Is a Better Buy in 2026?
The Motley Fool·
The article compares AMD and AppLovin as investment choices in 2026. AMD, a semiconductor company, reported strong AI infrastructure growth with 30%+ quarterly revenue increases and data center sales doubling year-over-year, though it trades at a higher valuation multiple. AppLovin, an AI-powered advertising software company, achieved impressive 70% revenue growth and 60.8% net margins but faced Q2 revenue miss and guidance disappointment. The author recommends AMD for long-term investors seeking direct AI infrastructure exposure, citing its momentum, partnerships, and growth trajectory despite higher valuation multiples.
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