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'This was not an exceptional result': Strategist talks AMD earnings & 'shocking' capex
Yahoo Finance Video11d agoneutralVIDEO
'This was not an exceptional result': Strategist talks AMD earnings & 'shocking' capex

AMD (AMD) reported second quarter results on Tuesday after the closing bell. Adjusted earnings per share (EPS) came in at $1.66 (compared to analyst estimates of $1.62), and revenue came in at $11.54 billion (compared to analyst estimates of $11.31 billion).Futurum chief market strategist Shay Boloor shares his thoughts with Yahoo Finance's Josh Lipton.

Forkast News11d agoneutral
The 4:1 Leverage Ratio Defining the AI Era

The 4:1 Leverage Ratio Defining the AI Era A company valued at $2.4 billion has just secured a $10 billion contract. This 4:1 contract-to-valuation ratio signals a structural shift: the era of the compute landlord has fully arrived. Volta Infra Holdings Ltd., which emerged from stealth on August 4, 2026, with a $300 million raise […]