$Advanced Micro Devices(AMD)$ is $Advanced Micro Devices(AMD)$ going to rocket like $Micron Technology(MU)$ ? I hope so, chips are expensive now a days due to AI development. So I will hold on to this for a while I guess.
AMD -7%, SMCI +7%🤔 Will QCOM & ARM Earnings Diverge?
Post-earnings divergence is reshaping the AI hardware trade. Advanced Micro Devices fell 7% despite 30%+ YoY revenue growth and an EPS beat of ~16%, as Q1 guidance at $9.8B landed below the most bullish $10B+ expectations. Data center revenue hit a record $5.4B.
Super Micro Computer surged 7% after reporting FY26 Q2 revenue of $12.7B (vs. $5.7B last year) and adjusted EPS of $0.69, reinforcing near-term AI server demand.
How do you view AMD’s guidance and stock?
With SMCI accelerating, is it hitting the bottom?
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