Advanced Micro Devices

After the AI sell-off in early November, some chip stocks have rebounded sharply: AMD is about 14.5% above its November 3 closing price, Coherent up 9.3% and Broadcom up 6.7%. The wave of selling began on November 4 after political concerns about data centers and disappointing quarterly results, but it has not yet been reversed for Nvidia, SanDisk and Micron, which still show double‑digit or large declines. Investors are selectively using the rebound, but the recovery is not broad-based across the sector. » Więcej na deraktionaer.de

In the third quarter of 2026, AMD increased revenue by 45% to $13.4 billion and nearly doubled profit. Revenue from data-center chips rose to almost $8.5 billion, lifting their share of total revenue from 47% to 64%. CEO Lisa Su expects data-center GPUs to make up roughly 80% of revenue going forward and to further drive growth and profitability. » Więcej na golem.de

AMD reported revenue for the third quarter rose 45% to $13.4 billion and operating income increased 123% to $2.8 billion. For the current fourth quarter the company expects revenue of around $17 billion and a gross margin of about 55% (up 1 percentage point). The figures beat expectations and sent the stock up more than 7% in after-hours trading to just under $520. Despite a recent correction, market capitalization is significantly higher since the end of 2025 and most recently stood at roughly $790 billion. » Więcej na wiwo.de

In the third quarter AMD increased revenue to $13.38 billion (+45%) and operating profit by 123% to $2.83 billion; net income rose 95% to $2.43 billion. The driver was the data-center business with Epyc processors and Instinct AI accelerators, whose share of revenue grew to 64%. The gaming business collapsed (graphics cards and console chips down 40%), while Ryzen mobile processors slightly supported the client segment. AMD forecasts a strong fourth quarter with about $17 billion in revenue and stresses measures to secure supply chains in order to meet future AI chip demand. » Więcej na heise.de

AMD reported a record $13.4 billion in Q3 2026 revenue and called the quarter its "largest and most profitable" in history, driven by $8.5 billion in data center sales. Management forecasts another record quarter at about $17 billion and expects revenue to grow more than 80% in 2027, with data center business projected to exceed 80% of total company revenue over time. Gaming revenue fell 40% year‑over‑year to $773 million amid component price‑driven PC and console slowdowns, and the company is planning for a down year in 2027 in the current environment. » Więcej na theverge.com