AMD trade has been over crowde

AMD trade has been over crowded before result released. Sell off is expected as they are looking at a better result than this.

AMD Forecasts Upbeat Revenue on Strong AI Chip Demand, but Shares Fall 9% on Lofty Expectations

2026 Q2 Earnings Season: SanDisk Lands $93.9B in Contracts, Applied Materials Sets Record Quarter

SanDisk locks in $93.9B in long-term contracts and sets an 80% gross margin target, sending shares +13%. Applied Materials posts a record Q3 with customer visibility "extending to 2030." The AI memory super-cycle is no longer a story — it's a contract.

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Applied Materials posts a record Q3 with customer visibility \"extending to 2030.\" The AI memory super-cycle is no longer a story — it's a contract.","image":"https://static.tigerbbs.com/cc60c90e814fe369c93a0dbcb510c897"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>AMD trade has been over crowded before result released. Sell off is expected as they are looking at a better result than this.&nbsp;</body></html>","htmlText":"<html><head></head><body>AMD trade has been over crowded before result released. Sell off is expected as they are looking at a better result than this.&nbsp;</body></html>","text":"AMD trade has been over crowded before result released. Sell off is expected as they are looking at a better result than this.","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/593347540313456","repostId":2657564894,"repostType":2,"repost":{"id":"2657564894","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1785874809,"share":"https://ttm.financial/m/news/2657564894?lang=en_US&edition=fundamental","pubTime":"2026-08-05 04:20","market":"fut","language":"en","title":"AMD Forecasts Upbeat Revenue on Strong AI Chip Demand, but Shares Fall 9% on Lofty Expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=2657564894","media":"Reuters","summary":"UPDATE 2-AMD forecasts upbeat revenue on strong AI chip demand, but shares fall on lofty expectationsAug 4 (Reuters)-AMDAMD.Oforecast quarterly revenue above Wall Street estimates on Tuesday, banking ","content":"<html><head></head><body><a href=\"https://laohu8.com/S/AMD\">AMD</a> forecast quarterly revenue above Wall Street estimates on Tuesday, banking on strong demand for its chips from massive data-center capacity expansions to power AI technologies.Yet, its shares fell about 9% in extended trading, suggesting that investors were looking for an even stronger outlook after the stock more than doubled this year spurred on by AI optimism.<img src=\"https://community-static.tradeup.com/news/cf9d376c08a285243329728e4aae2708\" data-align=\"center\" tg-width=\"777\" tg-height=\"615\"/>&#34;AMD is now in a similar position to <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and the hyperscalers, where investors are looking for evidence that AI infrastructure investments will continue translating into accelerating returns,&#34; said Jacob Bourne, an analyst at Emarketer.The Santa Clara, California-based company is regarded as chip giant Nvidia&#39;s closest rival in the market for graphics processing units, as major technology companies and governments worldwide ramp up spending on AI infrastructure.It has stepped up its AI product launches and moved beyond selling individual chips to offering AI systems that combine processors, networking gear and related hardware, giving customers an integrated AI infrastructure option and allowing it to better rival Nvidia&#39;s rack-scale offerings.AMD expects third-quarter revenue of about $13 billion, plus or minus $300 million, while analysts estimate $12.52 billion, according to data compiled by LSEG.Its expects adjusted gross margin to be about 56%, largely in line with estimates.The forecast suggests that AMD&#39;s multi-billion dollar investments to challenge chip giant Nvidia&#39;s dominance in the market for AI chips are beginning to pay off, with sales of its data-center processors accelerating sharply.While GPUs dominate heavy AI training, AMD is also benefiting from growing demand for central processing units, which are used alongside pricey graphics processors in servers. This has helped AMD capture market share from Intel.AMD&#39;s second-quarter revenue jumped 50% to $11.54 billion, beating the estimate of $11.28 billion. Data-center revenue more than doubled to $6.72 billion, also exceeding expectations of $6.48 billion.Adjusted profit of $1.66 per share surpassed the estimated $1.62.At AMD&#39;s AI event in July, CEO Lisa Su said the company&#39;s second-generation Helios AI servers, featuring the MI455X AI accelerator and &#34;Venice&#34; processor made by TSMC, are in full production and would begin shipping in the coming months.Supply, however, is constrained by AMD&#39;s reliance on TSMC, the world&#39;s largest contract chipmaker, where tight advanced packaging capacity continues to be a key hurdle.AMD has also secured major customers and infrastructure agreements in recent months, as it races to expand its AI business.About two weeks ago, it agreed to sell Anthropic tens of billions of dollars worth of AI servers powered by up to 2 gigawatts of MI450 chips from early 2027, and invest up to $5 billion in the IPO-bound Claude maker, contingent on deployment milestones.The company has also locked in up to 2.5 GW of data center capacity through a deal with <a href=\"https://laohu8.com/S/CORZ\">Core Scientific</a>, while gaining warrants to purchase the company&#39;s stock.AMD&#39;s client and gaming segment, which caters to consumer hardware, saw sales of $3.84 billion in the second quarter, above estimates of $3.78 billion.Analysts have said weakness in the PC market, memory supply constraints and rising memory costs could weigh on demand and margins.</body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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 Forecasts Upbeat Revenue on Strong AI Chip Demand, but Shares Fall 9% on Lofty Expectations\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nReuters \n2026-08-05 04:20\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><a href=\"https://laohu8.com/S/AMD\">AMD</a> forecast quarterly revenue above Wall Street estimates on Tuesday, banking on strong demand for its chips from massive data-center capacity expansions to power AI technologies.Yet, its shares fell about 9% in extended trading, suggesting that investors were looking for an even stronger outlook after the stock more than doubled this year spurred on by AI optimism.<img src=\"https://community-static.tradeup.com/news/cf9d376c08a285243329728e4aae2708\" data-align=\"center\" tg-width=\"777\" tg-height=\"615\"/>&#34;AMD is now in a similar position to <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and the hyperscalers, where investors are looking for evidence that AI infrastructure investments will continue translating into accelerating returns,&#34; said Jacob Bourne, an analyst at Emarketer.The Santa Clara, California-based company is regarded as chip giant Nvidia&#39;s closest rival in the market for graphics processing units, as major technology companies and governments worldwide ramp up spending on AI infrastructure.It has stepped up its AI product launches and moved beyond selling individual chips to offering AI systems that combine processors, networking gear and related hardware, giving customers an integrated AI infrastructure option and allowing it to better rival Nvidia&#39;s rack-scale offerings.AMD expects third-quarter revenue of about $13 billion, plus or minus $300 million, while analysts estimate $12.52 billion, according to data compiled by LSEG.Its expects adjusted gross margin to be about 56%, largely in line with estimates.The forecast suggests that AMD&#39;s multi-billion dollar investments to challenge chip giant Nvidia&#39;s dominance in the market for AI chips are beginning to pay off, with sales of its data-center processors accelerating sharply.While GPUs dominate heavy AI training, AMD is also benefiting from growing demand for central processing units, which are used alongside pricey graphics processors in servers. This has helped AMD capture market share from Intel.AMD&#39;s second-quarter revenue jumped 50% to $11.54 billion, beating the estimate of $11.28 billion. Data-center revenue more than doubled to $6.72 billion, also exceeding expectations of $6.48 billion.Adjusted profit of $1.66 per share surpassed the estimated $1.62.At AMD&#39;s AI event in July, CEO Lisa Su said the company&#39;s second-generation Helios AI servers, featuring the MI455X AI accelerator and &#34;Venice&#34; processor made by TSMC, are in full production and would begin shipping in the coming months.Supply, however, is constrained by AMD&#39;s reliance on TSMC, the world&#39;s largest contract chipmaker, where tight advanced packaging capacity continues to be a key hurdle.AMD has also secured major customers and infrastructure agreements in recent months, as it races to expand its AI business.About two weeks ago, it agreed to sell Anthropic tens of billions of dollars worth of AI servers powered by up to 2 gigawatts of MI450 chips from early 2027, and invest up to $5 billion in the IPO-bound Claude maker, contingent on deployment milestones.The company has also locked in up to 2.5 GW of data center capacity through a deal with <a href=\"https://laohu8.com/S/CORZ\">Core Scientific</a>, while gaining warrants to purchase the company&#39;s stock.AMD&#39;s client and gaming segment, which caters to consumer hardware, saw sales of $3.84 billion in the second quarter, above estimates of $3.78 billion.Analysts have said weakness in the PC market, memory supply constraints and rising memory costs could weigh on demand and margins.</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","USXF":"iShares ESG Advanced MSCI USA ETF","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","IETC":"iShares U.S. Tech Independence Focused ETF","SMH":"半导体指数ETF-HOLDRs","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU1242518931.SGD":"Fullerton Lux Funds - 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This has helped AMD capture market share from Intel.AMD's second-quarter revenue jumped 50% to $11.54 billion, beating the estimate of $11.28 billion. Data-center revenue more than doubled to $6.72 billion, also exceeding expectations of $6.48 billion.Adjusted profit of $1.66 per share surpassed the estimated $1.62.At AMD's AI event in July, CEO Lisa Su said the company's second-generation Helios AI servers, featuring the MI455X AI accelerator and \"Venice\" processor made by TSMC, are in full production and would begin shipping in the coming months.Supply, however, is constrained by AMD's reliance on TSMC, the world's largest contract chipmaker, where tight advanced packaging capacity continues to be a key hurdle.AMD has also secured major customers and infrastructure agreements in recent months, as it races to expand its AI business.About two weeks ago, it agreed to sell Anthropic tens of billions of dollars worth of AI servers powered by up to 2 gigawatts of MI450 chips from early 2027, and invest up to $5 billion in the IPO-bound Claude maker, contingent on deployment milestones.The company has also locked in up to 2.5 GW of data center capacity through a deal with Core Scientific, while gaining warrants to purchase the company's stock.AMD's client and gaming segment, which caters to consumer hardware, saw sales of $3.84 billion in the second quarter, above estimates of $3.78 billion.Analysts have said weakness in the PC market, memory supply constraints and rising memory costs could weigh on demand and margins.","news_type":1,"symbols_score_info":{"AIQ":0.6,"SOXY":0.6,"IETC":0.6,"CHAT":0.6,"LEGR":0.6,"AMYY":0.6,"ARTY":0.6,"PSI":0.6,"AMUU":0.6,"WUGI":0.6,"AMDU":0.6,"BAI":0.6,"AMDD":0.6,"XNTK":0.6,"ILDR":0.6,"AMDG":0.6,"TTEQ":0.6,"AMDS":0.6,"CNAV":0.6,"AMDL":0.6,"QQQA":0.6,"AIS":0.6,"TEK":0.6,"SMH":0.6,"DAMD":0.6,"AMDY":0.6,"CHPS":0.6,"AMDW":0.6,"USXF":0.6,"TRFK":0.6,"GAMR":0.6,"AMD":1.97,"FAI":0.6,"SMHX":0.6,"SOXX":0.6,"WISE":0.6,"FTXL":0.6}},"isVote":1,"tweetType":1,"viewCount":324,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":104,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/593347540313456"}