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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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AMD’s Data-Center Strength
The Wall Street Journal50d agoneutral
AMD’s Data-Center Strength

$1.4 trillion That's how big the market for data center AI accelerators—microchips designed to process tasks like machine learning—will be by 2030, according to Advanced Micro Devices CEO Lisa Su. During yesterday's earnings call, she said the data-center market is expanding “far more rapidly than we projected just six months ago," boosting her company's growth prospects.

Middle East optimism lifts sentiment as SpaceX and AMD earnings dominate attention: Dow Jones, S&P, Nasdaq, Wall Street Futures
InvestorsHub50d agoneutral
Middle East optimism lifts sentiment as SpaceX and AMD earnings dominate attention: Dow Jones, S&P, Nasdaq, Wall Street Futures

US stock futures edged higher on Wednesday as investors reacted to renewed hopes of easing tensions in the Middle East, while corporate earnings from SpaceX (NASDAQ:SPCX), Advanced Micro Devices (NASDAQ:AMD) and Novo Nordisk (NYSE:NVO) drove significant pre-market trading. Although geopolitical developments supported overall market sentiment, investors also assessed company-specific news, particularly Elon Musk’s latest comments, which weighed on both SpaceX and AMD shares.

Nvidia Stock Gets a SpaceX Boost as Chip Rival Stumbles
Barrons.com50d agoneutral
Nvidia Stock Gets a SpaceX Boost as Chip Rival Stumbles

Nvidia stock was gaining early Wednesday after the chip maker got a vote of confidence from Elon Musk’s SpaceX It might not be hurting that its chief artificial-intelligence processor rival Advanced Micro Devices looks set for a bad day. Nvidia shares were up 2.5% at $217.30 in the premarket. The move comes after SpaceX said it would exclusively use Nvidia AI chips.

AMD falls as investors seek bigger AI payoff
Reuters50d agobearish
AMD falls as investors seek bigger AI payoff

Advanced Micro Devices shares declined before the bell on Wednesday as the chipmaker's stronger-than-expected revenue forecast ‌fell short of lofty expectations and investors sought clearer ‌signs that a multibillion-dollar AI spending boom will translate into faster growth. The move underscores elevated expectations facing AMD as it aims to challenge Nvidia's dominance amid intensifying competition with Intel racing to ‌regain technology leadership after ⁠strong results. "We suspect expectations had moved higher following Intel's results a couple of weeks ago, and the ⁠buyside already has a fairly bullish outlook," said Stacy Rasgon, analyst at Bernstein.

AMD falls as investors seek bigger AI payoff
Reuters50d agobearish
AMD falls as investors seek bigger AI payoff

Advanced Micro Devices shares declined before the bell on Wednesday as the chipmaker's stronger-than-expected revenue forecast ‌fell short of lofty expectations and investors sought clearer ‌signs that a multibillion-dollar AI spending boom will translate into faster growth. The move underscores elevated expectations facing AMD as it aims to challenge Nvidia's dominance amid intensifying competition with Intel racing to ‌regain technology leadership after ⁠strong results. "We suspect expectations had moved higher following Intel’s results a couple of weeks ago, and the ⁠buyside already has a fairly bullish outlook," said Stacy Rasgon, analyst at Bernstein.

AMD Earnings 'Were Good,' Says Analyst Even as Stock Sinks 9% After Hours: Wall Street Wanted a 'Blowout' Forecast
Benzinga51d agoneutral
AMD Earnings 'Were Good,' Says Analyst Even as Stock Sinks 9% After Hours: Wall Street Wanted a 'Blowout' Forecast

On Tuesday, shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) fell sharply in after-hours trading despite beating second-quarter expectations, as analysts said investors had been looking for a more dramatic AI-driven outlook tied to the company’s Helios platform. AMD Analysts Say Wall Street Wanted a Bigger Helios Forecast Futurum Group CEO Daniel Newman said AMD’s results were solid, but the market had been expecting a stronger forecast driven by Helios, the company’s upcoming rack-scale AI p

AMD and SpaceX Earnings: Good or Bad?
Zacks51d agoneutral
AMD and SpaceX Earnings: Good or Bad?

Advanced Micro Devices (AMD) and SpaceX (SPCX) are among the most polarizing releases investors have been waiting for, with shares facing an adverse reaction initially following the releases. But should investors mute the noise?

Advanced Micro Devices Q2 Earnings Call Highlights
MarketBeat51d agoneutral
Advanced Micro Devices Q2 Earnings Call Highlights

Advanced Micro Devices (NASDAQ:AMD) reported record second-quarter revenue and profitability, driven by growth in its data center, client and embedded businesses as demand increased for EPYC server processors and Instinct AI accelerators. Revenue rose 50% year over year and 13% sequentially to $11.

Even Big Profits Aren’t Enough to Keep Chip Investors Happy
The Wall Street Journal51d agoneutral
Even Big Profits Aren’t Enough to Keep Chip Investors Happy

Korean memory-chip manufacturer SK Hynix late last month booked roughly $65 billion in profit for the quarter ended June 30, a 13-fold increase from last year. Hynix earned almost as much money in 90 days as it had in the prior 29 years since its IPO, total. The reports, though outstanding on basically every measure, still fell short of Wall Street’s sky-high expectations for chip companies.

'This was not an exceptional result': Strategist talks AMD earnings & 'shocking' capex
Yahoo Finance Video51d agoneutralVIDEO
'This was not an exceptional result': Strategist talks AMD earnings & 'shocking' capex

AMD (AMD) reported second quarter results on Tuesday after the closing bell. Adjusted earnings per share (EPS) came in at $1.66 (compared to analyst estimates of $1.62), and revenue came in at $11.54 billion (compared to analyst estimates of $11.31 billion).Futurum chief market strategist Shay Boloor shares his thoughts with Yahoo Finance's Josh Lipton.

AMD beats on Q2 earnings estimates, but also reports massive capex spend
Yahoo Finance Video51d agobullishVIDEO
AMD beats on Q2 earnings estimates, but also reports massive capex spend

AMD (AMD) reported second quarter results on Tuesday after the closing bell. Adjusted earnings per share (EPS) came in at $1.66 (compared to analyst estimates of $1.62), and revenue came in at $11.54 billion (compared to analyst estimates of $11.31 billion). Yahoo Finance's Josh Lipton takes a closer look at the breaking numbers, including capex.