While investors are chasing Advanced Micro Devices Inc (NASDAQ:AMD) and Rivian Automotive Inc (NASDAQ:RIVN) on today's trending stock tickers list, Amazon.com Inc's (NASDAQ:AMZN) portfolio shows a clear favorite — and it's not the one leading the AI rally. In its latest third quarter 13F filing, Amazon revealed it sold out of both AMD and IonQ Inc (NYSE:IONQ) — while keeping a massive 94% of its $2.46 billion equity portfolio parked in RIVN stock.Track RIVN stock hereAmazon's EV ObsessionAmazon's third quar ...

Welcome back. Shares of AMD are trading higher after reporting a top and bottomline beef for its quarter with investors focusing on areas like growth in its AI chips business. McKenzie Sagalos has more in today's tech check.Mac, the AMD trade is an interesting one versus Nvidia. >> It really is. We don't get the Nvidia numbers for another two weeks, but for all the buzz around AMD's AI push, the actual payoff still isn't showing up in the numbers.Yes, the quarter was a beat and guidance was strong, but inve ...

US equities advanced on Wednesday, led by gains in artificial intelligence and semiconductor stocks, as investors digested upbeat economic data and reacted to the Supreme Court's apparent skepticism t... ...

AMD shares have more than doubled in value in 2025 so far. Advanced Micro Devices investors have become harder to impress. The chipmaker yesterday posted record quarterly results and an upbeat outlook on surging demand for its data center chips—and its stock has hardly budged. Advanced Micro Devices (AMD) shares were up about 2%, near $255, in recent trading as the broader tech sector looked to rebound from yesterday's sell-off. Here's a roundup of what Wall Street analysts said about AMD after last night's ...

Freedom Holding's senior analyst Egor Tolmachev says Advanced Micro Devices Inc (NASDAQ: AMD) could prove a better investment for long-term investors than rival Nvidia Corp (NASDAQ: NVDA). In an exclu... ...

AMD ( AMD ) is up 53% since my last coverage , and I’m confident that conviction is finally being rewarded. Furthermore, its recent collaboration with OpenAI has not only been a positive factor in its stock performance but has alsoHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. bu ...

It's time now for our 360 round. For that, let's bring in our panel to discuss AMD's recent earnings. Joining us, Matthew Bryson, senior vice president, equity research at Wedbush Securities, and Kim Forest, the founder, chief investment officer at Bokea Capital Partners.Thank you both for being with us. You know, Kim, I'll start with you. AMD beat on earnings.They laid out a a pretty ambitious AI road map, yet we are seeing shares under pressure today while the market on the whole is higher. you know, is t ...

Key Takeaways AMD's Q3 earnings of $1.20 per share rose 30.4% year over year on 35.6% higher revenues. Data Center sales surged 22.3% on robust EPYC and Instinct GPU demand from major cloud partners. Client and Gaming segments soared 72.8%, fueled by Ryzen and Radeon strength across product lines. Advanced Micro Devices (AMD) reported third-quarter 2025 non-GAAP earnings of $1.20 per share, which beat the Zacks Consensus Estimate by 2.56%. The figure jumped 30.4% year over year and 150% sequentially. Revenu ...

期货市场表现 - 道琼斯工业平均指数期货在盘前交易中小幅下跌 [1] - 标普500指数期货亦呈现跌势 [1] - 市场等待关键就业数据公布 [1] 公司财报与股价反应 - Advanced Micro Devices (AMD) 公布第三季度财报后成为市场早期波动股 [1] - Astera Labs (ALAB) 在公布第三季度财报后股价出现变动 [1] - Palantir 公司在第三季度财报发布前股价延续下跌走势 [4] - 超微公司(Supermicro)股票因9月季度业绩未达预期而回落 [4] - 芯片制造商AMD财报超出预期并上调指引 但股价下跌 [4] - Astera Labs业绩超出目标 但因利润率担忧导致股价下跌 [4] 行业与个股动态 - 亚马逊提振其所在行业板块 市场收盘接近高点 [4] - 防御类股龙头股出现大量突破 [2] - 人工智能驱动的AppLovin股票表现活跃 [2] - Palantir、Robinhood、AMD第三季度财报受关注 市场关注人工智能势头是否能延续增长 [4]

AMD股价与市场反应 - AMD股价在财报公布后基本持平 尽管业绩超预期 但投资者关注利润率与AI增长等关键指标 [1][2] - 财报前股价大幅上涨 但业绩未能达到部分投资者激进的预期 导致涨幅有限 [2][3] - 公司预计第四季度营收增长25% 优于市场共识 但低于更激进的预期 [3] AMD财务业绩与AI业务进展 - AMD业绩全面超预期 但与OpenAI、Oracle和美国能源部的重磅合作尚未带来显著的近期AI收益 [3] - 首席执行官Lisa Sue表示 相关合作将推动AMD的AI业务规模在2027年达到数百亿美元 [3] - 目前传统PC芯片业务仍是主要营收驱动力 其销售额是数据中心业务增长的三倍以上 [4] AMD面临的挑战与行业竞争 - 对中国的出口尚未在财报中体现 第三和第四季度毛利率仅符合预期 引发对新AI业务盈利能力的质疑 [5] - 市场关注点转向下周的AMD投资者日 但更大的考验将是芯片竞争对手的财报 如盘后的高通和两周后的英伟达 [5] - 英伟达仍是AI芯片竞赛的明显领跑者 AMD在后方追赶 [6] OpenAI业务增长与行业影响 - OpenAI企业业务数据显示 其ChatGPT及API平台目前拥有100万企业客户 包括沃尔玛和Salesforce [6] - ChatGPT企业版在两个月内增长40% 付费用户数从500万增至700万 同比增长9倍 [7] - 尽管用户指标强劲 但市场关注营收增长速度和估值合理性 尤其考虑到其现金消耗 [8] - 根据估算 OpenAI在第三季度亏损120亿美元 其年度现金消耗率在财报前已达130亿美元 且目前可能更高 [8] AI行业前景与市场疑问 - AMD的财报引发市场对AI领域是否存在泡沫的疑问 尽管计算协议金额庞大 但相关收入尚未在第四季度业绩中体现 [9] - 关键问题在于AI相关收入何时能转化为真实营收 AMD在公开市场受益于OpenAI的光环效应 但收入端尚未兑现 [9][10] - AMD股价今年仍接近翻倍 反映出市场在财报前的高度热情 [10]