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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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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 - 13:01
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AMD Needs a Huge Outlook to Avoid Intel′s Fate as AI Fears Rise (Bloomberg)
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Advanced Micro Devices Inc. is one of this year's best-performing chip stocks, but with skepticism about artificial-intelligence spending on the rise, it could use strong results and an aggressive outlook to maintain the momentum when the firm reports earnings Tuesday afternoon....
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03.11.26 - 00:30
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Apple posts stronger-than-expected revenue in first earnings report for new CEO John Ternus (The Guardian)
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Result for the company, which earned $30.71bn and exceeded analysts' expectations, bucked downward trend for tech firmsApple Inc posted stronger-than-expected revenue in the fiscal third quarter, giving John Ternus, the new CEO, an upbeat start to his tenure, which began in September. The solid results bucked a downward trend for tech giants this quarter, as companies including Alphabet, Amazon and Intel had disappointing quarterly results.“Apple's strong earnings come in the wake of a recent tech sell-off, as investors question the enormous cost and uncertain returns of the AI boom driven by Apple's big tech counterparts,” said Jacob Bourne, an Emarketer analyst, adding that record iPhone revenue and strong growth in China demonstrate the resilience of Apple's business. Continue reading......
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30.10.26 - 18:48
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Intel Tumbles on PC Outlook, AWS CEO on AI Spending and Growth (Bloomberg)
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Bloomberg's Ed Ludlow looks at the fall in Intel shares as a bleak outlook exposes the chipmaker's struggle with a deepening PC slump and difficulty meeting CPU demand. Plus, AWS CEO Matt Garman discusses the cloud giant's accelerating growth and massive AI buildout. And, Bitcoin tumbles after hackers siphoned off $6.3 billion from Binance in an attack that rocked the crypto world. (Source: Bloomberg)...
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30.10.26 - 13:01
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Tech Selloff Intensifies on Earnings; Binance Estimates $6.3B Hacked (Bloomberg)
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US equity futures slump after disappointing earnings from Amazon and Intel. Binance estimates $6.3 billion was stolen in a hack, the largest to hit the digital-asset industry. The Bank of Japan signals a potential rate hike in December after hitting its inflation target. Jane Foley of Rabobank joins "Bloomberg Brief" to discuss the current risks in the FX market, including ECB President Christine Lagarde's plan for an early departure. (Source: Bloomberg)...
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