What AMD's Earnings Beat Could Mean for Intel
Key takeaways
- The ripple effects from AMD s success are spreading across the industry as well.
- AMD s earnings report was impressive across several metrics.
- Our team just released a report on a little-known company, called an "Indispensable Monopoly," providing the critical technology Nvidia and Intel both need.
Catie Hogan, The Motley Fool Tue, May 12, 2026 at 4:50 PM GMT+7 3 min read AMD INTC There s no denying that Advanced Micro Devices (NASDAQ: AMD) is an absolute force to be reckoned with as it just reported another extraordinarily strong quarter. The ripple effects from AMD s success are spreading across the industry as well. This includes its rival, Intel (NASDAQ: INTC).
AMD s earnings report was impressive across several metrics. Revenue reached $10.2 billion in the first quarter of 2026, a 38% increase from last year. Gross profit was up 45%, and net income grew an impressive 95%. Data center revenue drove much of AMD s excellent performance. The segment brought in $5.8 billion, a 57% increase from the same quarter last year.
Will AI create the world s first trillionaire? Our team just released a report on a little-known company, called an "Indispensable Monopoly," providing the critical technology Nvidia and Intel both need. Continue »