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05.08.26 - 05:06
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Analysis: AMD and Nvidia take opposite paths to capture next wave of AI infrastructure spending (Digitimes)
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Two earnings calls three months apart show AMD and Nvidia converging on the same AI infrastructure boom from opposite directions. AMD is building a single rack-scale platform, Helios, aimed squarely at the handful of frontier labs and hyperscalers who can commit to gigawatt-scale deployments. Nvidia, already dominant with those same customers, is restructuring its own disclosures and business model to capture the much larger, more fragmented tier of capital-constrained startups and neoclouds beneath them....
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05.08.26 - 03:15
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AMD and SpaceX Earnings: Good or Bad? (Zacks)
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Advanced Micro Devices (AMD) and SpaceX (SPCX) are among the most polarizing releases investors have been waiting for, with shares facing an adverse reaction initially following the releases. But should investors mute the noise?...
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05.08.26 - 03:15
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Results: AMD 2Q Earnings, Revenue Beat, But Shares Slip ~9% After Hrs (AAStocks)
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Advanced Micro Devices, Inc. (AMD.US) logged a 50% YoY surge in 2Q revenue to USD11.536 billion, beating expectations. Profit spiked 1.63x YoY to USD2.297 billion, while non-GAAP diluted EPS reached USD1.66, also ahead of expectations. However, the company's shares still plunged 8.8% to USD472.94 in after-hours trading.Data ......
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05.08.26 - 00:09
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AMD Crashes Despite Big Beat, CapEx Almost Triple Expectations (ZeroHedge)
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AMD Crashes Despite Big Beat, CapEx Almost Triple Expectations
AMD beat on its top- and bottom-line:
Revenue: $11.54B vs $11.28B expected
Adjusted EPS: $1.66 vs $1.62 expected
Good news.
With Data center revenue up 107% year over year to $6.72B, better than the $6.6B expected.
More good news.
As Bloomberg reports, last month, Chief Executive Officer Lisa Su rolled out new products that the company said will outperform offerings from Nvidia, adopting a more aggressive stance in a market it predicts will reach $1.4 trillion by 2030. That further raised already lofty investor expectations.
The chipmaker forecast that third-quarter revenue will be $13 billion, plus or minus $300 million ($12.5 billion consensus).
The outlook boost is good news, but some Wall Street estimates were well north of $13 billion, according to data compiled by Bloomberg.
Additionally, operating income for the last quarter was only a little better than forecast and clearly traders were hoping for more.
But, A...
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