AMD's Data Center strength, fueled by EPYC and Instinct momentum, is expected to drive solid Q3 results amid fierce competition from NVIDIA and Broadcom.
Big Tech earnings results show demand for AI compute is outstripping supply, and the willingness to spend bodes well for Nvidia, AMD and Broadcom, a Cantor analyst says.
Tech firms will likely command the spotlight during this week's earnings calendar, though pharmaceuticals and gig economy providers are also likely to be in focus.
The chip company faces a “solid” setup into next week's earnings report, and will host an analyst day later in November.
I see sequential Advanced Micro Devices, Inc.'s data center strength continuing into year-end with the MI350 ramp as the core driver. Furthermore, the MI400 in 2026 will support another growth cycle. For Q3, AMD management guided $8.7B revenue (±$300M) and 54% non-GAAP gross margin. The Street's projections sit at $8.75B and $1.17 EPS, with focus squarely on the MI350 momentum. Key risk is China: MI308 exports effectively removed from Q3 guidance, with an $800M charge pressuring margins. I believe China won't materially help this year, despite licenses already being granted.
Zacks.com users have recently been watching Advanced Micro (AMD) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Advanced Micro Devices gears up for Q3 results with strong data center, client and gaming growth driving a 28% revenue surge.
Get a deeper insight into the potential performance of Advanced Micro (AMD) for the quarter ended September 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Investors with an interest in Computer - Integrated Systems stocks have likely encountered both Micron (MU) and Advanced Micro Devices (AMD). But which of these two stocks is more attractive to value investors?
Advanced Micro Devices (AMD) has faced challenges in the past. Its stock has experienced declines of more than 30% within less than 2 months on 14 occasions across multiple years, erasing billions in market value, and wiping out substantial gains in a single correction.
Advanced Micro (AMD) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Advanced Micro Devices (AMD) stock has risen by 62.8% over the course of 21 trading days. The gains are driven in part by the company's major deal with ChatGPT maker OpenAI, to supply tens of thousands of its GPU chips for 6 gigawatts of computing capacity over the next five years.