AMD should at least be meeting expectations 'by this time in the game': SA Election Forum

seekingalpha10-31

JHVEPhoto Advanced Micro Devices (NASDAQ:AMD), the world's second-largest maker of personal computer processors, in its latest quarterly report delivered record revenue in its data center segment, as ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2479826790?lang=en_US&edition=fundamental","thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1679336666/image_1679336666.jpg?io=getty-c-w750","is_english":true,"pubTime":"2024-10-31 06:11","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2479826790","market":"sh","top_or_hot":-1,"title":"AMD should at least be meeting expectations 'by this time in the game': SA Election Forum","media":"seekingalpha","content":"<div>\n<p>JHVEPhoto Advanced Micro Devices (NASDAQ:AMD), the world's second-largest maker of personal computer processors, in its latest quarterly report delivered record revenue in its data center segment, as ...</p>\n\n<a href=\"https://seekingalpha.com/news/4226439-amd-should-at-least-be-meeting-expectations-by-this-time-in-the-game-sa-election-forum\">Source Link</a>\n\n</div>\n","source":"seekingalpha_trending_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD should at least be meeting expectations 'by this time in the game': SA Election Forum</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD should at least be meeting expectations 'by this time in the game': SA Election Forum\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-31 06:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4226439-amd-should-at-least-be-meeting-expectations-by-this-time-in-the-game-sa-election-forum><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>JHVEPhoto Advanced Micro Devices (NASDAQ:AMD), the world's second-largest maker of personal computer processors, in its latest quarterly report delivered record revenue in its data center segment, as ...</p>\n\n<a href=\"https://seekingalpha.com/news/4226439-amd-should-at-least-be-meeting-expectations-by-this-time-in-the-game-sa-election-forum\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1951198990.SGD","symbol_name":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","start_time":0,"source_url":"https://seekingalpha.com/news/4226439-amd-should-at-least-be-meeting-expectations-by-this-time-in-the-game-sa-election-forum","article_id":"2479826790","we_media_id":null,"thumbnails":["https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1679336666/image_1679336666.jpg?io=getty-c-w750"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2479826790","pubTimestamp":1730326284,"columns":[],"sourceInfo":{"source_id":"seekingalpha_trending_news","name":"Seeking Alpha Trending News"},"weMediaInfo":null,"summary":"JHVEPhoto Advanced Micro Devices (NASDAQ:AMD), the world's second-largest maker of personal computer processors, in its latest quarterly report delivered record revenue in its data center segment, as ","collect":0,"end_time":0,"defaultTopTitle":"seekingalpha.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4549":"软银资本持仓","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","GFS":"GLOBALFOUNDRIES Inc.","NVDA":"英伟达","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","FET":"Forum Energy Technologies","ACVF":"American Conservative Values ETF","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","BK4592":"伊斯兰概念","MAGA":"Point Bridge America First ETF","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","L":"洛斯公司","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","3NVD.UK":"LS 3X NVIDIA","2NVD.UK":"2X NVIDIA ETP","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","DEMZ":"Democratic Large Cap Core ETF","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","FTEC":"Fidelity MSCI Information Techno","LU0109392836.USD":"富兰克林科技股A","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IYW":"美国科技ETF-iShares","BK4543":"AI","BK4527":"明星科技股","RSPT":"Invesco S&P 500 Equal Weight Technology ETF","AMD":"美国超微公司","BK4550":"红杉资本持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","AIQ.AU":"ALTERNATIVE INVESTMENT TRUST","IXN":"iShares Trust S&P Global Informa","KRUZ":"Unusual Whales Subversive Republican Trading ETF","FDN":"First Trust Dow Jones Internet I","YALL":"God Bless America ETF","AIQ":"Global X Future Analytics Tech ETF","BK7095":"多种金属与采矿","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","BK4179":"石油天然气设备与服务","NANC":"UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF","XLK":"高科技指数ETF-SPDR","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","VGT":"信息技术ETF-Vanguard","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC"},"translate_title":"AMD至少应该“在游戏的这个时候”达到预期：SA选举论坛","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"YALL":1,"KRUZ":1,"IYW":1,"IXN":1,"GFS":1,"FTEC":1,"FET":1,"DEMZ":1,"CHAT":1,"MAGA":1,"NANC":1,"RSPT":1,"VGT":1,"XLK":1,"AMD":1,"AIQ.AU":1,"ACVF":1,"AIQ":1,"FDN":0.9,"NVDA":0.7,"3NVD.UK":0.6,"L":0.6,"2NVD.UK":0.6},"content_text":"JHVEPhoto Advanced Micro Devices (NASDAQ:AMD), the world's second-largest maker of personal computer processors, in its latest quarterly report delivered record revenue in its data center segment, as the demand for artificial intelligence (AI) chips skyrocket. As a result, AMD (AMD) also bumped up its full-year data center graphics processing unit revenue guidance to more than $5B, versus $4.5B guided in July. However, despite the impressive results and the increase to guidance, AMD (AMD) stock cratered to its worst day since early October 2022. \"By this time in the game, AMD should be at least meeting guidance expectations, but in reality they should be surpassing guidance,\" Victor Dergunov, investing group leader of The Financial Prophet, said on Wednesday in a conversation with Rena Sherbill, Seeking Alpha's director of content programming, and Joe Albano, investing group leader of Tech Cache, at the Election 2024 investing summit. The summit session explored what the U.S. presidential election means for the technology sector.  Dergunov believes this is an \"AMD-specific\" problem, adding that the market overreacted and that it was not such a big issue.  \"Basically, I believe we're still early in the AI game. I mean, if you want a baseball analogy, I think we're somewhere in the fourth innings, so there should be plenty of growth left in my view,\" the investing group leader added. \"(AMD) bumped their AI revenue up another $500M to $5B for 2024. And I think that's just not enough to keep the markets really rallying behind that kind of stuff. Even Nvidia (NVDA), we're talking nearing $30B per quarter in just AI revenue,\" Tech Cache's Albano said. \"You're getting into the law of large numbers, where it's going to be really difficult to accelerate that unless something material or some kind of major breakthrough comes through, which I'm not seeing at least in the next year,\" Albano added. \"$5B in AI revenue is not enough to move the needle, and it's not even (AMD's) highest operating margin segment. So, the market isn't rewarding everybody equally, and just because you have AI revenue, and it continues to grow, doesn't mean that there is going to be returns on the stock at the end of it,\" the investing group leader said. Additionally, Albano agreed with Dergunov on the nascent nature of the AI trade.  \"I actually think we're closer to a third innings,\" Albano said. \"The difference I think where I am and Victor is, is I don't expect that the fundamentals necessarily of the AI market are going to match the stock performance,\" he added.  Here are some tech-focused and AI-focused ETFs of interest: (VGT), (XLK), (IYW), (FTEC), (IXN), (RSPT), (AIQ), and (CHAT).  For investors looking to track the elections through market instruments, here are some politically driven Republican and Democratic exchange-traded funds:  God Bless America ETF (YALL) American Conservative Values ETF (ACVF) Point Bridge America First ETF (MAGA) Democratic Large Cap Core ETF (DEMZ) Unusual Whales Subversive Democratic ETF (NANC) Unusual Whales Subversive Republican ETF (KRUZ)  Readers interested in investing topics tied to the upcoming election can read coverage from Seeking Alpha's Investing Forum: Election 2024 event; please visit this page. Dear readers: We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussion. More on the U.S. elections  Robinhood to let customers trade based on U.S. presidential election predictions SA Asks: Which tech stocks could rise or fall on a Harris win? Trump says he would replace income tax with tariffs on Joe Rogan podcast Bill Ackman says Pershing not placing bets on U.S. presidential race outcome Election scenarios by UBS: Blue Sweep, Red Sweep, split Congress for Harris or Trump","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2479826790"}