are down after our suspected company topping Wall Street estimates on both the top and the bottom lines. So, Chipmaker's conference call is underway. CNBC's Mackenzie Sagalas has got the latest.Mackenzie, >> hey Mel. So, that earnings beat is being powered by stronger than expected data center revenue. CEO Lisa Sue on the earnings call just now talking about momentum and that business accelerating.Part of why they guided to Q4 revenue that's above street estimates. And that's what investors have been waitin ...

美国主要芯片制造商超威半导体周二（4日）盘后发布的2025财年三季度财报显示，公司当季营收、每 股收益等主要指标都优于预期，但投资者仍担忧AI行业泡沫破裂风险，并未跟进财报利好，超威半导 体股价周二收跌3.7%，当天盘后时段一度跌超3%。 受芯片股与科技股抛售潮影响，美国另一芯片巨头英伟达股价周二收跌3.96%。（总台央视记者 高岩） 编辑：王一帆 ...

智通财经APP获悉，英伟达在数据中心与PC芯片领域长期以来最大竞争对手AMD(AMD.US)北京时间周三晨间 公布最新业绩报告，AMD乃全球仅有的能和在AI算力基础设施领域堪称垄断地位的"英伟达AI GPU系列产 品"进行GPU级别算力竞争的芯片公司，因此一些华尔街顶级投资机构非常看好AMD不断蚕食英伟达千亿美元 级别的90%市场份额垄断地位，进而实现增速远远强于英伟达的井喷式业绩扩张曲线。AMD与OpenAI达成 6GW AI GPU算力采购协议以及颇具创新的"股权-AI算力供给对赌合同"之后，市场对于AMD基本面前景以及 未来估值可谓愈发乐观。 然而，在经历最新一轮AI算力产业链投资狂潮大幅推动英伟达、AMD以及博通、美光等算力领军者股价屡创 新高，以及新一轮令市场瞩目的重大AI算力采购大单带动AMD股价飙升从而令华尔街对于AMD的业绩预期不 断推高之后，其最新的官方业绩展望数据未能打动华尔街的机构投资者们，AMD最新业绩未能像一些投资者 此前所期待的那样全面强化"AI信仰"。 该芯片公司在一份最新声明中表示，第四季度营收展望中值约为96亿美元——AMD给出的Q4营收展望区间为 93亿美元至99亿美元;N ...

Key Takeaways Market Indexes Took a Break from New Daily GainsBoth AI and Crypto Trades Took Some Sandbags TodayQ3 Earnings After the Close Were Plentiful: ADM, AMGN, PINS, RIVNTuesday, November 4, 2025It’s been a rougher trading week thus far, after notching all-time closing highs and leading to mixed results Monday. Today’s session was more assertive — to the down side. We’ve entered the rapid-pace phase of Q3 earnings season — after the Big Banks and most of the Mag 7, but before the Retailers — where re ...

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For the quarter ended September 2025, Advanced Micro Devices (AMD) reported revenue of $9.25 billion, up 35.6% over the same period last year. EPS came in at $1.20, compared to $0.92 in the year-ago quarter.The reported revenue represents a surprise of +6% over the Zacks Consensus Estimate of $8.72 billion. With the consensus EPS estimate being $1.17, the EPS surprise was +2.56%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to deter ...

周二，美股三大指数集体重挫，纳指科技指数收跌超2.5%，半导体指数跌4%。多家华尔街大行CEO公 开警告美股市场可能出现回调，直接点燃了投资者的焦虑。 【美股】截至收盘，道指跌251.44点，跌幅为0.53%，报47085.24点；纳指跌486.09点，跌幅为2.04%， 报23348.64点；标普500指数跌80.34点，跌幅为1.17%，报6771.63点。科技七巨头中六家下跌，费城半 导体指数重挫4%。微软(MSFT.US)跌0.52%，Meta(META.US)跌1.63%，亚马逊(AMZN.US)跌1.84%，谷 歌(GOOGL.US)跌2.18%，英伟达(NVDA.US)跌3.96%，特斯拉(TSLA.US)跌5.15%。 【欧股】欧洲STOXX600指数收跌0.30%，报570.58点；德国DAX30指数收跌0.76%，报23949.11点；法 国CAC40指数收跌0.52%，报8067.53点；英国富时100指数收涨0.14%，报9714.96点。 【原油】受美元走强和供应过剩预期拖累，油价下跌，结束此前连续四个交易日的涨势。12月交割的 WTI原油期货价格下跌0.8%，结算价为每桶60.56 ...

In my last analysis of Advanced Micro Devices, Inc. ( AMD ), I was surprised by the company's rapid gains, but I recognized that the market could be underreacting to the potential thatEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!Analyst’s Disclosure:I/we have a ben ...

【贵金属】COMEX黄金期货跌1.84%，报3940.30美元/盎司。现货白银跌1.88%，报47.1735美元/盎司。 【宏观消息】 智通财经APP获悉，周二，美股三大指数集体重挫，纳指科技指数收跌超2.5%，半导体指数跌4%。多 家华尔街大行CEO公开警告美股市场可能出现回调，直接点燃了投资者的焦虑。 【美股】截至收盘，道指跌251.44点，跌幅为0.53%，报47085.24点；纳指跌486.09点，跌幅为2.04%， 报23348.64点；标普500指数跌80.34点，跌幅为1.17%，报6771.63点。科技七巨头中六家下跌，费城半 导体指数重挫4%。微软(MSFT.US)跌0.52%，Meta(META.US)跌1.63%，亚马逊(AMZN.US)跌1.84%，谷 歌(GOOGL.US)跌2.18%，英伟达(NVDA.US)跌3.96%，特斯拉(TSLA.US)跌5.15%。 【欧股】欧洲STOXX 600指数收跌0.30%，报570.58点；德国DAX 30指数收跌0.76%，报23949.11点； 法国CAC 40指数收跌0.52%，报8067.53点；英国富时100指数收涨0.14%，报97 ...

Advanced Micro Devices (AMD) came out with quarterly earnings of $1.2 per share, beating the Zacks Consensus Estimate of $1.17 per share. This compares to earnings of $0.92 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +2.56%. A quarter ago, it was expected that this chipmaker would post earnings of $0.47 per share when it actually produced earnings of $0.48, delivering a surprise of +2.13%.Over the last four quarters, the c ...