Intel vs. AMD: Goldman Sachs Analyst Thinks the Answer Is Clear

After years of testing investors’ patience, Intel (INTC) is finally showing signs of progress. Under CEO Lip-Bu Tan, the company has achieved a string of earnings beats, strengthened its AI strategy, and restored investors' confidence that its long-awaited recovery may be taking shape. Meanwhile, Advanced Micro Devices (AMD) is expanding its lead in AI infrastructure, gaining server market share, and profiting from surging demand for its data center and AI chips. While both semiconductor companies are compelling choices now, Goldman Sachs analyst James Schneider has a clear choice between Intel and AMD as to which offers a better risk/reward case.

The Case for Intel