Key Takeaways Advanced Micro Devices (AMD) on Tuesday reported record quarterly results above analysts' projections as booming demand for AI helped boost sales of its data center chips. Shares of AMD have more than doubled in value in 2025 through Tuesday's close. David Paul Morris / Bloomberg / Getty Images Close AMD posted adjusted earnings per share of $1.20 on revenue that jumped 36% year-over-year to a record $9.25 billion in the third quarter, well above analysts' estimates compiled by Visible Alpha. ...

Key Takeaways An artificial intelligence software powerhouse came under pressure despite a strong earnings report, while shares of a fast-food company rose after it posted strong quarterly results and said it might offload its underperforming pizza chain. Major U.S. equities indexes dropped Tuesday as investors reacted to the latest installment of earnings reports and fretted over equity valuations. The S&P 500 fell 1.2%, while the Dow lost 0.5%. Technology was the weakest-performing sector in the benchmark ...

David Solomon, CEO of Goldman Sachs, during the Global Financial Leaders' Investment Summit in Hong Kong. Lam Yik / Bloomberg via Getty Images Close Key Takeaways Some big Wall Street bosses see a stock pullback coming. That doesn't mean they're panicking. Goldman Sachs CEO David Solomon and Ted Pick, of Morgan Stanley, spoke Tuesday during a panel in Hong Kong. Solomon said a 10% to 20% drawdown in equity markets was "likely" in the "next 12 to 24 months," while Pick suggested that investors should "welcom ...

Data analytics software maker Palantir is seeing "otherworldly" growth as companies and governments clamor for its flagship Artificial Intelligence Platform, its CEO told investors yesterday. So why i... ...

公司股价表现 - 公司股价在2025年迄今已上涨超过一倍 [1] - 近期股价约为256美元，期权定价显示财报后股价可能向任一方向波动高达7%，高点可达274美元，低点可达238美元 [2] - 股价近期下跌约2%，主要受科技股引领的整体市场下跌以及对人工智能领域存在泡沫的担忧影响 [5] 公司财务预期 - 华尔街预期公司第三季度调整后每股收益为1.16美元，营收同比增长28%至创纪录的87.6亿美元 [5] - 创纪录的营收增长主要由其最大的营收部门——数据中心芯片的旺盛需求所驱动 [5] 市场情绪与分析师观点 - 一系列大型人工智能交易推动了公司等芯片制造商今年股价的大幅上涨 [3] - 多数华尔街分析师看好公司前景，Visible Alpha调查显示大多数分析师给予“买入”评级，但当前股价已超过分析师共识目标价 [4] - 公司股价的上涨很大程度上受到上月与ChatGPT制造商OpenAI达成协议的乐观情绪推动 [4] 行业背景与风险 - 芯片制造商股价上涨的同时，市场对人工智能领域存在泡沫的担忧日益加剧 [3] - 在财报发布前，市场不断上升的预期给公司带来压力，需要交出令人印象深刻业绩 [3]

Palantir shares were up over 170% for 2025 through Monday's close. Jakub Porzycki / NurPhoto / Getty Images Close Key Takeaways Palantir posted record quarterly results that blew past analysts' estimates and raised its full-year revenue outlook for the third straight quarter. The AI software company reported adjusted earnings per share of $0.21 cents on revenue that jumped 63% year-over-year to a record $1.18 billion in the third quarter, well above analysts' estimates compiled by Visible Alpha, driven by s ...

Shares of Amazon were strong performers to kick off November trading. Jonas Roosens / Belga /AFP via Getty Images Close Key Takeaways A linkup with an artificial intelligence player helped power shares of a top cloud-computing services company higher Monday, while an acquisition in the consumer goods space sent the two stocks on divergent paths. Major U.S. equities indexes ended the first trading day of November mixed, kicking off a market week that will bring a wave of big-name quarterly reports. The S&P 5 ...

Amid some worries on Wall Street that the strong rally in Palantir shares this year has left the stock overvalued, the company's strong quarterly results could help boost sentiment around the stock and its trajectory. Close Key Takeaways Palantir posted record quarterly results that blew past analysts' estimates and raised its full-year revenue outlook for the third straight quarter. The AI software company reported adjusted earnings per share of $0.21 cents on revenue that jumped 63% year-over-year to a re ...

股价表现 - IREN股价在2025年迄今飙升近600% [1][3] - 公司股价周一上涨超过8%至约66美元 盘中创下7573美元的历史新高 [1] - 微软股价当日基本持平 [1] 重大合作协议 - IREN与微软签署一项价值97亿美元的交易 [1][5] - 该交易将使微软在五年内获得IREN数据中心内的英伟达芯片使用权 [2] - IREN还与戴尔科技达成协议 以约58亿美元购买相关的英伟达芯片和辅助设备 [2] 公司战略与融资 - IREN计划通过现有现金、客户预付款、运营现金流和额外融资举措的组合来支付所有相关资本支出 [2] - 公司正从比特币挖矿业务转向 将更多业务重点放在提供AI基础设施上 以抓住计算需求激增的机遇 [2] - 联合创始人兼首席执行官表示 与微软的协议是公司在北美已获保障的3GW电力组合中大规模部署GPU的又一重大进展 [3]

Palantir is one of the best-performing stocks in the S&P 500 for 2025 so far. Leon Neal / Getty Images Close Key Takeaways AI investor favorite Palantir is set to report its latest quarterly results after the closing bell today, with traders expecting a big move in the data analytics software maker's stock that could take it to new highs. Options pricing suggests traders expect Palantir Technologies (PLTR) shares could move nearly 10% in either direction by the end of this week. A move of that size from Fri ...