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AMD (NASDAQ:AMD) Reports Strong Q1
StockStory95d agoneutral
AMD (NASDAQ:AMD) Reports Strong Q1

Computer processor maker AMD (NASDAQ:AMD) reported Q1 CY2026 results exceeding the market’s revenue expectations, with sales up 37.8% year on year to $10.25 billion. On top of that, next quarter’s revenue guidance ($11.2 billion at the midpoint) was surprisingly good and 6.3% above what analysts were expecting. Its non-GAAP profit of $1.37 per share was 5.8% above analysts’ consensus estimates.

AMD Q1 earnings: What the chipmaker's growth could mean for Nvidia
Yahoo Finance Video95d agoneutralVIDEO
AMD Q1 earnings: What the chipmaker's growth could mean for Nvidia

Advanced Micro Devices (AMD) posted first quarter results that beat Wall Street estimates, reporting adjusted earnings of $1.37 per share (vs. estimates of $1.28) and revenue of $10.25 billion (vs. estimates of $9.89 billion). Futurum CEO Daniel Newman comes on Market Domination Overtime to dive into the AI chipmaker's earnings release and what it may signal about CEO Lisa Su's growth outlook and the company's tightening competition with Nvidia (NVDA). The stock is getting a lift in Tuesday's after-hours trading at the time of this video being posted.

AMD reports Q1 earnings beat driven by data center growth
Proactive95d agobullish
AMD reports Q1 earnings beat driven by data center growth

Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) reported first quarter results that exceeded Wall Street expectations, supported by strong growth in its data center segment, sending its shares higher after Tuesday's closing bell. The semiconductor company reported revenue of $10.3...

AMD's Q1 earnings & Q2 guidance beat Wall Street's estimates
Yahoo Finance Video95d agobullishVIDEO
AMD's Q1 earnings & Q2 guidance beat Wall Street's estimates

AMD (AMD) reported first quarter results on Tuesday after the closing bell. Adjusted earnings per share (EPS) came in at $1.37 (compared to analyst estimates of $1.28), and revenue came in at $10.25 billion (compared to analyst estimates of $9.89 billion). Market Domination Overtime host Josh Lipton takes a closer look at the breaking numbers.

Investing.com95d agoneutral
UBS: Agentic AI shift signals massive expansion for server CPU market

Investing.com -- The rise of agentic AI is fundamentally restructuring data center architecture, moving beyond simple GPU-centric training toward complex workload orchestration. According to UBS analyst Timothy Arcuri, this shift is expected to catalyze a significant expansion in the server CPU Total Addressable Market (TAM). The bank estimates the server CPU TAM could grow roughly fivefold by 2030, rising from a $30 billion baseline in 2025 to approximately $170 billion. This trajectory is supp

Morgan Stanley revisits surging AMD stock price target
TheStreet95d agoneutral
Morgan Stanley revisits surging AMD stock price target

Few stocks have captured the Artificial Intelligence (AI) moment quite like Advanced Micro Devices. Advanced Micro Devices, Inc. (AMD) has climbed 59% year to date, and the one year return stands at 245%, according to Yahoo Finance. Those numbers reflect a market that has decided AMD is no longer a ...

AMD Seed Investment In RadixArk Adds New Angle To AI Story
Simply Wall St.95d agoneutral
AMD Seed Investment In RadixArk Adds New Angle To AI Story

RadixArk has launched with a $100m seed round backed by Advanced Micro Devices, aiming to broaden access to large scale AI infrastructure. The platform is built around SGLang and targets support for new AI model architectures and specialized hardware beyond traditional data center chips. AMD's role in the round highlights its interest in AI infrastructure and tools that sit on top of its silicon business. For investors tracking NasdaqGS:AMD around a $341.54 share price, most attention has...

Up 5x In A Year, How Risky Is Intel Stock?
Trefis95d agoneutral
Up 5x In A Year, How Risky Is Intel Stock?

While the bull thesis for Intel (INTC) centers on foundry ramp and 18A process leadership by 2H 2026, the stock's 5x run has priced in execution that hasn't materialized. At over 85x forward earnings against 10% expected growth over two years, investors are paying a premium multiple for a narrative, not fundamentals. The margin for error is razor-thin.

Forget AMD: 4 AI Stocks That Could Beat the Crowd
24/7 Wall St.95d agobullish
Forget AMD: 4 AI Stocks That Could Beat the Crowd

Advanced Micro Devices (NASDAQ:AMD) keeps grabbing headlines as the consensus “NVDA alternative” in AI GPUs, the trade every retail account and hedge fund analyst seems to be piling into at the same time. But here’s what you should actually be watching. The AMD-as-Nvidia-alternative thesis is the most crowded second-derivative trade in semiconductors. CUDA’s software moat ... Forget AMD: 4 AI Stocks That Could Beat the Crowd

AMD earnings on deck: Why we might see a stock sell-off
Yahoo Finance Video95d agobearishVIDEO
AMD earnings on deck: Why we might see a stock sell-off

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 earnings on deck: Why we might see a stock sell-off
Yahoo Finance Video95d agobearishVIDEO
AMD earnings on deck: Why we might see a stock sell-off

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.

The $500 Billion Capex Question That Will Make or Break BAI in 2026
24/7 Wall St.95d agoneutral
The $500 Billion Capex Question That Will Make or Break BAI in 2026

The iShares A.I. Innovation and Tech Active ETF (NYSEARCA:BAI) solves a problem that has tripped up most thematic funds: how to own the AI build-out without locking yourself into a static index that gets stale when the cycle shifts. Portfolio managers Tony Kim and Reid Menge run an active book of 40-60 holdings selected through ... The $500 Billion Capex Question That Will Make or Break BAI in 2026

S&P 500 Rises on Big Tech Bump, Corporate Profits and Oil Price Relief
24/7 Wall St.95d agoneutral
S&P 500 Rises on Big Tech Bump, Corporate Profits and Oil Price Relief

The S&P 500 (^GSPC) heads into Tuesday with momentum after a powerful rebound last month in which the broader markets advanced 9%. A pullback in crude oil and first-quarter earnings beats are driving today’s gains as the markets embrace a reprieve in the Mideast escalation. The S&P 500 (^GSPC) is capturing those tailwinds for gains ... S&P 500 Rises on Big Tech Bump, Corporate Profits and Oil Price Relief