Advanced Micro Devices ( AMD ) reported a robust close to FY25 with upbeat top-line growth paired with substantial margin improvements. With an ambitious roadmap to release the MI400 Series GPUs in 2H26 and the MI500 Series GPUs in FY27, AMD may beMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with expertise in the technology, energy, industrials, and materials sectors. Prior to working in the investment management industry, Michael spent over a decade in professional ...

I remember that it was around this time last year that we dealt with the fallout from DeepSeek ( DEEPSEEK ), as the Chinese AI company prodded a massive scare that took American AI investorsJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially generate a ...

I’ve become more optimistic on Advanced Micro Devices, Inc. ( AMD ), lately . For the first time in a while, the company is not just selling a GPU roadmap. It is laying out a real systemI'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Securities Commission (CVM) as both a portfolio manager and a ...

I’ve become more optimistic on Advanced Micro Devices, Inc. ( AMD ), lately . For the first time in a while, the company is not just selling a GPU roadmap. It is laying out a real systemI'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Securities Commission (CVM) as both a portfolio manager and a ...

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

【导读】全线暴跌 一起看看发生了什么事情。 2月6日晚间，全球市场大溃败，美股三大指数大跌，道指跌约600点，纳指跌近2%。 | 48916.31 | 2 | And Comments of the Comments of 22506.90 2 | 6790.03 2 | | --- | --- | --- | --- | | 道琼斯指数 -1.18% | | 纳斯达克综合指数 -1.74% | 标普500指数 -1.35% | 科技股集体下跌。 | 了 筛选 | 最新价 = | 涨跌幅 = □ | | --- | --- | --- | | 高通 | 137.61 | -7.58% | | us QCOM | | | | 甲骨文 | 140.00 | -4.55% | | US ORCL | | | | 谷歌-C | 318.32 | -4.51% | | us GOOG | | | | 亚马逊 | 222.79 | -4.38% | | US AMZN | | | | 赛富时 | 191.47 | -4.00% | | US CRM | | | | 美国超威公司 | 192.70 | -3.74% | | ...

责任编辑：张俊 SF065 责任编辑：张俊 SF065 AMD周四早盘下跌3.7%，延续了周三的大幅下跌趋势。尽管业绩超预期，但第一季度指引未达高涨的 AI预期，导致AMD股价周三收跌17.3%。该公司首席执行官苏姿丰称2026年将成为下一代数据中心GPU 放量的"转折之年"。 AMD周四早盘下跌3.7%，延续了周三的大幅下跌趋势。尽管业绩超预期，但第一季度指引未达高涨的 AI预期，导致AMD股价周三收跌17.3%。该公司首席执行官苏姿丰称2026年将成为下一代数据中心GPU 放量的"转折之年"。 ...

消息面上，美国12月职位空缺意外降至2020年以来最低水平，裁员人数小幅上升，进一步显示企业用工 需求疲软。劳工统计局周四数据显示，12月职位空缺数从11月下修后的693万个降至654万个，低于市场 预期。职位空缺的回落主要来自专业与商业服务业以及零售业，而裁员增加则反映出运输和仓储行业的 裁员规模扩大。招聘人数有所上升，但整体仍处于低位。数据表明，企业在评估自身用工规模和经济活 动前景时，仍对招聘节奏保持谨慎。 此外，有关全球股票市场的"软件股末日"(Software-mageddon)这一悲观叙事论调，正在滚雪球般发酵。 对冲基金正在加大对软件股的做空力度，成为今年以来该领域遭遇惨烈抛售的推手之一; 金融分析公司 S3 Partners的数据显示，对冲基金2026年以来已通过做空软件股斩获240亿美元的收益; 同期美股软件行 业总市值蒸发了1万亿美元。 智通财经APP获悉，周四，美股三大指数集体低开，纳指跌幅扩大至1.6%，明星科技股普跌，谷歌 A(GOOGL.US)、亚马逊(AMZN.US)跌超4%，特斯拉(TSLA.US)、微软(MSFT.US)、美国超微公司 (AMD.US)跌超3%，英伟达(NVD ...

Key Takeaways AMD shares slid 17% after a weaker-than-expected Q1 sales outlook overshadowed its Q4 earnings beat.Advanced Micro Devices posted record server CPU revenues. AMD guided first-quarter revenues of about $9.8 billion, implying roughly 32% year-over-year growth. Shares of Advanced Micro Devices (AMD) slumped 17% on the bourses yesterday despite surpassing analysts’ top- and bottom-line expectations. This pullback was most likely triggered by the chipmaker’s first-quarter sales forecast, which fell ...

格隆汇2月5日｜美股芯片股走高，其中，博通涨超4%，英特尔涨超3%，台积电、阿斯麦、AMD、应用 材料、英伟达涨超1%。 ...