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AMD Stock is Melting Down Again—Time to Buy?
247Wallst· 2026-02-04 13:48
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· 2026-02-04 13:44
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] [] [ ...
Watches of Switzerland Group PLC (WOSGF) Q3 2026 Sales/Trading Call Transcript
Seeking Alpha· 2026-02-04 13:40
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 ...
Earnings Recap: AMD Slips, SMCI & ENPH Higher
Youtube· 2026-02-04 13:34
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 ...
Futures Rise Despite Software, AMD Rout Ahead Of Google Earnings
ZeroHedge· 2026-02-04 13:29
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 ...
AMD: Buy The Q4 Earnings Dip
Seeking Alpha· 2026-02-04 13:20
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 ...
Morning Market Movers: SLAB, CIGL, FEED, ENPH See Big Swings
RTTNews· 2026-02-04 13:09
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 ...
华尔街点评AMD财报:运营支出限制盈利能力,市场焦点转向下半年机架规模AI
美股IPO· 2026-02-04 12:58
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 ...
Here's Why AMD Isn't Generating Market Buzz Despite Solid Q4 Gains
Seeking Alpha· 2026-02-04 12:37
Core Insights - The article emphasizes the importance of a data-driven investment approach, focusing on macroeconomic factors and market trends to assess long-term investment viability [1][3]. Group 1: Company Overview - The company operates as an ETP provider, offering a range of products including leveraged, unleveraged, inverse, and inverse leveraged factors [1][3]. - The company's assets under management (AUM) are primarily influenced by investor interest rather than market movements [3]. Group 2: Investment Strategy - The investment style is agnostic and heavily relies on factual data to inform decisions [1]. - The analysis includes evaluating strategic and sector viability for long-term investments, as well as tactical decisions based on market data trends [1]. Group 3: Regional Focus - There is a particular interest in Asian markets, including India and China, with in-depth analyses published on economic trends and business developments in the region [1].
AMD Struggles to Bridge the Gap Between AI Hope and Near-Term Reality
Barrons· 2026-02-04 12:33
CEO Lisa Su sees massive revenue gains in 2027. In today's market, that's just too far away. ...