Advanced Micro Devices, Inc. (AMD)
AMD Stock Crashes After Earnings -- Is It Going Lower?
In this video, I go over AMD's (AMD) fourth-quarter earnings report. Watch the short video to learn more, consider subscribing, and click the special offer link below.
Live Markets: GOOGL, AMD, AMZN Weigh on Nasdaq
Today’s trading reveals technology investors see the glass half empty at the moment. A tech malaise fueled by Google parent Alphabet (Nasdaq: GOOGL) and chipmaker AMD (Nasdaq: AMD) is pressuring the Nasdaq Composite and S&P 500 moderately lower while the Dow Jones Industrial Average is eking out a gain. The tech malaise can be blamed on Alphabet’s steep 8% drop, owing to a revenue shortfall coupled on top of an aggressive AI spending plan that didn’t sit well with Wall Street. AMD stock, a member of the Nasdaq Composite, is currently down 9% as of mid-morning. Amazon (Nasdaq: AMZN) shares are down in sympathy ahead of the company’s earnings report after the closing bell tomorrow. Key Points Tech is weighing on the Nasdaq Composite and S&P 500 while the Dow Jones Industrial Average is eking out modest gains. Google parent Alphabet stock is sinking 8% on aggressive AI capex plans despite a revenue miss. AMD shares are down a steep 9% on weak data center results, but Wall Street says the quarter was “better than feared.” Amazon shares are down in sympathy ahead of the company’s quarterly results on Thursday. Despite selling pressure the S&P 500 is managing to hover above the key 6,000 level, buoyed by stocks like Newmont Mining (NYSE: NEM) with a 4% gain and trucking company Old Dominion Freight Line (Nasdaq: ODFL) with a 6% jump in response to earnings. On the economic front, the economy appears to be humming as the workforce added a higher than expected 183,000 private payrolls in January, fueled by service providers, while wages rose, according to ADP data. Here’s a look at the performance as of morning trading: Dow Jones Industrial Average: up 38.57 (+0.09%) Nasdaq Composite: down 78.77 (-0.41%) S&P 500: down 7.76 (-0.13%) Tech Earnings Roundup Alphabet’s Q4 revenue missed consensus estimates while the company has earmarked a whopping $75 billion in AI capex, including the development of data centers, amid fierce competitive headwinds from the U.S. and China. Google’s YouTube was another drag as its ad revenue slowed. AMD’s stock is reeling after its data center revenue failed to meet high expectations. It shows how much AI is running the show, as AMD’s top and bottom lines came in better than expected. Wall Street Moves A slew of analysts responded to AMD’s earnings print. Among them, Citi described AMD’s results as “decent” but lacking on AI revenue guidance. Goldman Sachs analysts called the results “better than feared” while the data center performance fell short. As for Alphabet, Goldman Sachs maintains a “buy” rating with a $220 price target, while BofA said, “Street could be underestimating AI Overview benefits for Search monetization in 2025.” Grab Holdings (Nasdaq: GRAB) is down 6% on the heels of a JPMorgan analyst downgrade to a “neutral” rating from “overweight” with a $5.60 price target, saying they are looking to better entry levels on the stock. The post Live Markets: GOOGL, AMD, AMZN Weigh on Nasdaq appeared first on 24/7 Wall St..
AMD: A Cooldown To $100 Might Be Coming
I expect Advanced Micro Devices, Inc. to hit $100 before reassessing my sell rating. Price action in the coming days or weeks will be key to signaling a reversal or further downside. Some drivers for the selloff include a slowdown in data center revenue growth, weak Q1 2025 guidance, and stagnation in non-GAAP gross margins. AMD's MI350 launch this year could challenge Nvidia's Blackwell chips, but I see timing and ecosystem adoption as major hurdles.
AMD, Alphabet slide post-earnings: What Wall Street is saying
Wall Street investors are reacting negatively to the recent earnings results from tech giant Alphabet (GOOG, GOOGL) and semiconductor manufacturer Advanced Micro Devices (AMD). Yahoo Finance tech editor Dan Howley joins Morning Brief to highlight the takeaways from AMD's latest report, including its promising first quarter guidance and flat data center revenue.
Is AMD set to crash below $100?
For lack of a better description, Advanced Micro Devices (NASDAQ: AMD) stock fell off a cliff following the company's latest earnings report and found itself 10.07% in the red on the daily chart once the February 5 morning bell rang.
AMD shares drop 10% on disappointing data center revenue
Advanced Micro Devices shares fell on Wednesday after the chipmaker under-delivered on Wall Street's estimates for its important data center business. The chipmaker reported better-than-expected results on the top and bottom lines but fell short of Wall Street expectations for its data center sales.
AMD Q4: The Next Nvidia Or The Next Intel?
Advanced Micro Devices, Inc. delivered record Q4 revenues and EPS, but the AMD stock dropped due to disappointing Data Center revenue and cautious Q1 guidance. Was this selloff justified? Is AMD doomed like Intel? On the contrary, AMD is now better positioned than ever to compete with Nvidia.
GOOGL Disappoints in Cloud, AMD Dips to 52-Week Low
Alphabet (GOOGL) falls off of its all-time high after its revenue and Google Cloud revenue slipped under Wall Street's expectations. AMD Inc. (AMD) also reported earnings that disappointed investors, notably in its data center revenue.
AMD Earnings: Data Center and PC Shine
Here's our initial take on Advanced Micro Devices' (AMD 4.58%) fourth-quarter financial report.
AMD: I See Risks That Keep Me On The Sidelines
Advanced Micro Devices, Inc.'s Q4 results were mostly in-line with expectations, driven by strong performance in the client computing segment as a result of market share growth fueled by Ryzen processor uptake. The data segment has an uninspiring with a flat H1 FY25 vs. H2 FY24. The key growth catalyst is in H2 FY25 with the launch of the MI350 GPU. I expect EBIT margins to be contained with some potential downside pressure in FY25 driven by mix-shift impacts and production ramps.
Advanced Micro Devices Bottoms Out: Nowhere To Go But Up In 2025
Advanced Micro Devices' NASDAQ: AMD share price plunged more than 10% following what can only be described as a great report. While the Q1 guidance may be tepid, analysts set the bar high, and growth is expected to continue under the influence of AI for many years.
Mark Zuckerberg Just Delivered Incredible News for Nvidia, AMD, and Micron Stock Investors
Last week, semiconductor stocks like Nvidia (NVDA 1.71%), Advanced Micro Devices (AMD 4.58%), and Micron Technology (MU 0.82%) plunged on news that a Chinese start-up called DeepSeek had figured out how to train artificial intelligence (AI) models for a fraction of the cost of its American peers.
