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04.11.26 - 18:12
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AMD trotzt der PC-Flaute: Server-Chips retten den Ausblick (Ariva)
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Server-CPUs statt PC-Flaute: AMD überrascht nach Intels Dämpfer mit einem starken Ausblick. Die Analysten von HSBC heben das Kursziel auf 540 US-Dollar an, bleibt beim Rating aber zurückhaltend. Die Gründe. Als Intel vergangene Woche mit einem schwachen Ausblick für das Schlussquartal enttäuschte, wuchs an der Börse die Sorge um das gesamte PC-Prozessorgeschäft. AMD hat diese Befürchtungen nun weitgehend zerstreut. Der Chipkonzern stellt für das vierte Quartal Erlöse ......
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04.11.26 - 16:24
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Futures Rip As Wall Street Buys The Blue Tsunami; Dollar Slides, Gold Tops $4,000 (ZeroHedge)
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Futures Rip As Wall Street Buys The Blue Tsunami; Dollar Slides, Gold Tops $4,000
US futures are higher as dip buyers turned an overnight "blue tsunami" puke into a broad rally: Democrats swept both chambers of Congress, initially sending Nasdaq 100 futures down as much as 2.4% on fears of tighter AI regulation and a Texas data center freeze, before President Trump's conciliatory tone (he said Democrats did "a good job" and that he can work with them), AMD's blowout guide and the monetization of a pile of election hedges flipped futures solidly green; as a result the dollar is heading for its worst day since early September while gold blasts back above $4,000. As of 8:15am ET, S&P futures are 0.9% higher at 7,665 while Nasdaq futures are down 0.2%, Russell 2000 futures jump 1.3% and Dow futures are up roughly 1.7%, or about 870 points, as VIX tumbles 12.8% to 18.16. Stocks rose on Tuesday ahead of the vote, with the S&P 500 snapping a three-day losing streak and s...
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04.11.26 - 16:00
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AMD Just Doubled Its Own Long-Term Growth Target for 2027 (24/7 Wall St.)
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Lisa Su gave a growth target on AMD's latest earnings call that left analysts scrambling to reconcile it with the company's official long-range financial model, and the gap between the two numbers raises serious questions about supply, dilution, and who actually controls AMD's 2027 outcome....
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04.11.26 - 15:39
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AMD (Advanced Micro Devices) Kaufen (DPA-AFX)
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FRANKFURT (dpa-AFX Analyser) - Die DZ Bank hat den fairen Wert für AMD nach Quartalszahlen von 590 auf 620 US-Dollar angehoben und die Einstufung auf "Kaufen" belassen. "Es läuft", schrieb Ingo Wermann in einer am Mittwoch vorliegenden Studie. Der Halbleiterhersteller ......
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