<div id="readability-page-1"><div>The great semiconductor shakeout of 2026 is here, and the battle between these two rivals couldn't be more dramatic. On one side, you have AMD firing on all cylinders, posting record revenue and locking down massive AI customers. On the other, you have Intel delivering a revenue beat but watching its foundry business bleed billions. Investors are right to ask which one deserves a spot in their portfolio right now.Intel Intel's Q4 2025 delivered a rare win with revenue of $13.7 billion beat the $13.4 billion consensus, and non-GAAP EPS of $0.15 crushed the $0.08 estimate. Data Center and AI grew 9% to $4.7 billion. Client Computing slipped 7% to $8.2 billion. The Foundry business lost another $2.5 billion on $4.5 billion in revenue. The bright spot was that when Intel announced a $5 billion common stock sale to NVIDIA. The kicker is Q1 2026 guidance: revenue of just $11.7$12.7 billion, though below $12.51 billion expected and EPS. The foundry business remains a massive weight, burning $2.51 billion in operating losses in Q4 alone as Intel pours billions into its 18A process node. On the bright side, Gaudi 3 AI accelerators are gaining traction, with IBM Cloud now offering them, and Intel's stock has surged over 34% in the past 120 days on AI optimism. But at a forward P/E of 86x and a price-to-sales ratio of 3.7, this is no longer a cheap turnaround story, it's priced for perfection that isn't here yet.AMD AMD closed 2025 with record annual revenue of $34.6 billion, up 34% year-over-year. The Data Center segment is the crown jewel here, hitting a record $5.38 billion in Q4, fueled by EPYC server processors and Instinct GPU shipments. The AI momentum is staggering: AMD secured a massive 6-gigawatt OpenAI deployment commitment and a deal to supply 50,000 MI450 GPUs to Oracle by Q3 2026. The upcoming MI350 GPU, featuring 288GB of HBM3e memory, is set to challenge NVIDIA's Blackwell directly. All of this explains why AMD's stock has rebounded sharply, trading around $203 as of March 31. However, the stock is down about 7% year-to-date, presenting a potential entry point for investors who missed the 2025 rally. The VerdictHere's where GuruFocus makes the decision surprisingly easy. AMD earns a GF Score of 94/100, implying &#34;Highest outperformance potential,&#34; with a GF Value of $205.22, suggesting the stock is &#34;Fairly Valued&#34;. Intel, by contrast, earns a GF Score of just 73/100, with a GF Value of just $27.01, implying the stock is &#34;Significantly Overvalued&#34; at current levels. That's nearly 40% downside risk baked right into the valuation.AMD is the clear winner here. The AI tailwinds are real, the execution is flawless, and the valuation is reasonable. Intel may have a turnaround story, but the market has already priced in years of success that haven't materialized yet.</div></div>

SOXL

AMUU

SOXQ

INTC

AMDL

SOXX

INTW

The semiconductor battle between Intel and AMD intensifies as both companies report their Q4 2025 results. Intel's revenue beat expectations at $13.7 billion, but its foundry business continues to struggle, leading to significant losses. In contrast, AMD achieved record revenue of $34.6 billion, driven by strong demand in its Data Center segment and AI commitments. AMD is rated higher for investment potential, with a GF Score of 94/100, while Intel's score is only 73/100, indicating it is significantly overvalued. AMD is deemed the better stock choice for 2026.

- The semiconductor sector faces significant competition between AMD and Intel, with AMD reporting record revenue and strong AI customer growth while Intel experiences mixed results.  
- Intel's Q4 2025 revenue exceeded expectations but its foundry business suffered significant losses, and its future guidance suggests continuing struggles.  
- In contrast, AMD enjoys robust sales driven by its data center segment and key AI deals, leading to a favorable valuation outlook compared to Intel, which appears overvalued.

Intel vs. AMD: Better Chip Stock For 2026