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Broadcom's AI revenue just posted a triple-digit surge, yet the stock is getting punished while its biggest rival is trading higher on the same report. The reason comes down to a margin story that is splitting the entire custom-silicon trade in two.
Nvidia (NVDA) delivered a strong quarter, beating Wall Street expectations and offering a stronger-than-expected outlook. But with the AI trade already priced for near-perfection, even another blowout may not be enough to move investors. Seaport Research Partners senior analyst Jay Goldberg joins Josh Lipton on Asking for a Trend to explain why Nvidia’s impressive results could ultimately be a “nobody is going to care” moment for the stock.
Chip stocks are selling off at twice the rate of broad tech ahead of NVIDIA's most consequential earnings report in years, and the name leading the group lower has nothing to do with NVIDIA at all.
The market is demanding proof that AMD can convert enormous customer agreements into profitable accelerator deployments.
Technology shares linked to the artificial intelligence boom came under renewed pressure on Thursday, as another wave of corporate earnings prompted investors to take profits from some of the market’s biggest winners. The weakness spread across Asia before carrying into U.
Investing.com - A selloff in Asian technology shares gathered pace on Thursday, following sharp losses in SpaceX and Advanced Micro Devices that renewed skepticism over the sustainability of returns from the AI investment boom.
A leveraged AMD fund turned a modest stake into a small fortune over seven months, then a single earnings report wiped out nearly a quarter of those gains in hours. Here is what the 302% run actually cost its holders.
The Dow Jones hit a new high thanks to Nvidia, but Google, SpaceX and AMD weighed on the Nasdaq. Sandisk, Western Digital fell late.
AMD earnings beat on revenue, profit, and margin, and guidance hit $13 billion. The stock still fell 8% after hours.
(Bloomberg) -- SpaceX’s first earnings report following its blockbuster initial public offering is one of the most anticipated events of the summer on Wall Street. Whether it’ll give investors a reason to buy the sinking stock is another matter.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders Advising NYC’
Core Scientific announces a partnership with AMD for 2.5 gigawatts of data-center capacity which could bring more than $14 billion in contracted revenue.
Stocktwits data showed retail sentiment is weak, declining to ‘extremely bearish’ on SPY and ‘bearish’ on QQQ.
Shares of Intel (NASDAQ:INTC) are down 10% in Tuesday morning trading to $110, while Advanced Micro Devices (NASDAQ:AMD) stock is off 8% to $508. The moves cap a sharp reversal after both names rallied Monday. The declines are part of a broader chip selloff triggered by Samsung Electronics’ quarterly report. Equipment maker Applied Materials (NASDAQ:AMAT) ... Intel and Applied Materials Dive 10%, AMD Craters 8% as Samsung Earnings Trigger Chip Selloff
Its share price has plunged about 21% since second-quarter earnings were released on June 3.
Broadcom’s AI forecasts, which some considered soft, triggered a sell-off in AI-linked stocks.
Artificial-intelligence leader Nvidia has a big task when it reports first-quarter earnings later today: convince investors that the AI investment boom still has legs and that Nvidia won’t lose its pole position. Wall Street analysts expect the company to report earnings per share of $1.75, up from 81 cents a year ago. Nvidia remains the biggest winner of the AI age.
You know that feeling when you've been backing a friend's idea for months, and then suddenly the whole room starts paying attention? That's roughly where Morgan Stanley finds itself with Advanced Micro Devices (AMD). For the better part of six months, the firm had been quietly bullish on AMD's ...
Goldman Sachs clearly isn’t sitting on the sidelines when it comes to Advanced Micro Devices (AMD) stock, given its eye-popping price target reset following earnings. The bank bumped its rating on the chipmaker to Buy from Neutral and raised its price target to $450 from $240 (a stunning 88% ...
AMD (AMD) is set to report quarterly earnings on Tuesday after the closing bell. Yahoo Finance Markets and Data Editor Jared Blikre and Winthrop Capital chief investment officer Adam Coons chat with Yahoo Finance Senior Reporter Brooke DiPalma about their expectations.
AMD (AMD) is set to report quarterly earnings on Tuesday after the closing bell. Yahoo Finance Markets and Data Editor Jared Blikre and Winthrop Capital chief investment officer Adam Coons chat with Yahoo Finance Senior Reporter Brooke DiPalma about their expectations.
HSBC Downgrade Puts Advanced Micro Devices Rally Under Pressure
HSBC downgrades Advanced Micro Devices stock to Hold from Buy in a research note ahead of the company’s earnings report Tuesday.
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