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03.11.26 - 23:48
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AMD Soars After Blowout $17 Billion Guide... As Free Cash Flow Quietly Shrinks To 4% Of Revenue (ZeroHedge)
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AMD Soars After Blowout $17 Billion Guide... As Free Cash Flow Quietly Shrinks To 4% Of Revenue
Three months ago, AMD beat on every line and the stock crashed anyway. Tonight, the market got the number it wanted.After a brutal month in which AMD shares lost more than a quarter of their value, pummeled first by Intel's PC warning and then by the broader AI capex hangover, Lisa Su delivered the one thing that matters in this tape: a guide that clears the whisper, not just the consensus.*AMD SEES 4Q REVENUE ABOUT $17B PLUS OR MINUS 3%— zerohedge (@zerohedge) November 3, 2026That is $700 million above the $16.3 billion sellside consensus, and right on top of the $17 billion Jefferies' Blayne Curtis had been pounding the table on in the days before the print. The stock, which closed up 3.7% at $483.90 into the event, promptly jumped another 10% to roughly $530 after hours, a move almost exactly in line with what the options market was implying.And yet, as so often happens with AI darlings in la...
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03.11.26 - 23:36
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AMD Forecast Exceeds Estimates as AI Chip Demand Soars (Bloomberg)
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Advanced Micro Devices Inc., a key challenger to Nvidia Corp. in artificial intelligence chips, gave a revenue forecast that exceeded analysts' estimates, showing that demand for data center processors remains strong. Fourth-quarter revenue will be $17 billion, plus or minus 3%, the chipmaker said in a statement Tuesday. The outlook provided fresh evidence that AI spending is sustainable, soothing jittery investors. We get reaction from Kunjan Sobhani, Senior Semiconductor Analyst for Bloomberg Intelligence. (Source: Bloomberg)...
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03.11.26 - 22:54
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AMD Earnings ′Met the Bar,′ Wedbush′s Bryson Says (Bloomberg)
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Matt Bryson, managing director of hardware equity research at Wedbush Securities, reacts to Advanced Micro Devices' revenue forecast that exceeded analysts' estimates. He speaks on "Bloomberg The Close." (Source: Bloomberg)...
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