作为人工智能处理器市场英伟达(NVDA.US)的主要挑战者，AMD对当前季度的业绩预测令市场失望， 表明其在AI领域的进展并未达到部分投资者的乐观预期。该公司周二在声明中表示，第一季度销售额 预计约为98亿美元，上下浮动3亿美元。根据数据，分析师平均预估为93.9亿美元，但部分预测曾超过 100亿美元。 周三，美国超微公司(AMD.US)盘前大跌超10%，报217美元。消息面上，AMD第四季度销售额增长 34%，达到103亿美元，超过97亿美元的平均预期。经调整后每股收益为1.53美元，高于分析师平均预 估的1.32美元。作为AI支出的主要受益者，AMD数据中心业务收入在本季度增长39%，达到53.8亿美 元，高于分析师平均预测的49.7亿美元。个人电脑相关销售额增长34%至31亿美元，亦高于28.9亿美元 的平均预期。 ...

The major U.S. index futures are currently pointing to a roughly flat open on Wednesday, with stocks likely to show a lack of direction following the weakness seen in the previous session.The futures remained little changed even after payroll processor ADP released a report showing private sector employment in the U.S. increased by much less than expected in the month of January.ADP said private sector employment rose by 22,000 jobs in January after climbing by a downwardly revised 37,000 jobs in December. ...

AMD Stock is Melting Down Again—Time to Buy? - 24/7 Wall St.[S&P 5006,930.20 +0.15%][Dow Jones49,357.50 +0.15%][Nasdaq 10025,283.00 -0.21%][Russell 20002,662.08 +0.50%][FTSE 10010,463.00 +1.47%][Nikkei 22554,848.50 +1.17%][Investing]# AMD Stock is Melting Down Again—Time to Buy?### Quick ReadAMD dropped over 8% after hours despite beating Q4 estimates. Q1 guidance disappointed investors.China export controls will lower AMD first quarter sales.Upcoming MI450 chips and Helios rack- scale system are encouragin ...

AMD beats revenue, but stock plunges 9%: is AI chip hype cracking? | Invezz false### Choose your country### Choose preferred languagePopular languagesEnglish (USA) [Deutsch] [Español] [Français] [Português]All available languagesEnglish (USA) [English (UK)] [English (Australia)] [English (Canada)] [English (New Zealand)] [English (South Africa)] [English (Ireland)] [English (Singapore)] [English (Nigeria)] [English (Pakistan)] [English (India)] [eština] [Deutsch] [Dansk] [Español] [Français] [Italiano] [] [ ...

PresentationHugh DuffyCEO & Director Good morning, everyone. Thank you for joining our Q3 FY '26 trading update. This is Brian Duffy, CEO; joined by Anders, the CFO; and Colaianni, Group Finance and Investor Relations Director. I'll do some introductory remarks, and then we'll, of course, open for Q&A at the end of that. We're really pleased with our trading performance in Q3 FY '26, which obviously covers the key Christmas Holiday trading period. Sales were strong across the group and pretty much a continu ...

Let's bring in Kevin Green, senior markets correspondent right away to help set up the action today. All right, KG want to get before we get into some of these earnings, your big picture take on where things stand with equities. >> Yeah, we did see a little bit of a move to the downside yesterday, Diane.I think a lot of that was just the headline risk that we saw in the market. Uh obviously we have the geopolitical risk between the US and Iran that also then kind of sparked a little bit of a sell-off, a spi ...

US stock futures are up small with Tech lagging on rotation fears, though major indices are off their overnight lows. The AI narrative has been flipped upside down, with traders focused on perceived losers, most of which are in the Software sector, where “there’s no floor” according to one investment manager. As of 8:00am ET, S&P futures are up 0.2%, well off session lows; Nasdaq futures rise 0.2%, pressured by weakness in AMD which tumbled 8% after projections which disappointed Wall Street; Alphabet is se ...

Despite reporting stronger-than-expected numbers for Q4 2025, Advanced Micro Devices, Inc. ( AMD ) stock nosedived by ~8% to $222.5 per share in yesterday's after-hours session. In this note, we analyze AMD's latest quarterly performance and business outlook. Furthermore, we reevaluate AMD's"We're in an asset bubble, and TQI can help you navigate it profitably"I am Ahan Vashi, a seasoned investor with professional background in equity research, private equity, and software engineering. I currently serve as ...

At 7:55 a.m. ET on Wednesday, premarket trading is seeing notable activity in several stocks, with early price movements signaling potential opportunities before the opening bell.For active traders, premarket trading offers a head start in spotting potential breakouts, reversals, or sharp price swings. These early moves often indicate where momentum may carry into the regular session, making premarket analysis a key part of the trading day.In the Green - Premarket GainersThe following stocks are trading hi ...

AMD最新发布的2025年第四季度财报虽在营收上超出市场预期，但其背后亮眼的数字并未能完全打 消华尔街的疑虑。核心在于， 公司运营支出超出预期，持续限制着盈利能力的释放，市场正将关注焦 点转向其能否在下半年凭借机架规模AI产品实现关键性突破。 据摩根士丹利、高盛等多家华尔街投行分析，AMD第四季度实现营收103亿美元，同比增长34%，环 比增长11%，显著超越市场普遍预期的96.7亿美元。然而，市场认为这一业绩中包含了约3.9亿美元的 一次性特殊销售收入，剔除此因素后，其营收增长实质仅略高于业绩指引的上限。 业绩增长的核心驱动力仍是数据中心业务 ，该部门四季度收入达53.8亿美元，环比增长24%。值得注 意的是，若剔除前述一次性收入，其环比增速将降至约15%。其中，服务器CPU业务受AI需求推动， 环比增长约10%，创下历史新高；数据中心GPU收入则环比劲增约40%至27.5亿美元，主要得益于新 一代MI355X产品的产能持续提升。 华尔街多数报告认为，AMD2025年Q4营收虽超预期，但市场关注点聚焦于持续超出预期的运营支 出，认为其限制了盈利能力的释放。关键看点转向公司能否在今年下半年凭借新一代机架级AI ...