Advanced Micro Devices (AMD) reported a strong Q3 with 45% revenue growth, led by a 97% jump in its data center business, which now accounts for two-thirds of total revenue. This growth helped expand margins and operating leverage. Management expects Q4 revenue to accelerate beyond 60%. However, despite this momentum, AMD's valuation remains significantly higher than Nvidia's, and its competitive position in AI data centers is weaker, making it a less attractive investment compared to Nvidia.
As of Nov 04, 2026 06:21 WIB, AMD shares on Pluang have surged by 11.47% to USD 520.37, reflecting strong investor interest following its robust Q3 results. Despite this price jump, the platform shows a balanced order activity with 58% selling and 42% buying. AMD's market cap stands at $762.10 billion, highlighting its significant presence in the technology sector.
Advanced Micro Devices (AMD) reported a strong Q3 with 45% year-over-year revenue growth, driven by a 97% surge in data center revenue that helped expand margins. The company also exceeded its Q4 revenue guidance of $17 billion. However, free cash fl...
Oracle's stock jumped 6% following its announcement of a $20 billion stock and bond sale to fund its AI data center buildout, reversing a prior decline. The raise, split evenly between stock and bonds, aims to support Oracle's ambitious growth plans ...
AMD, Arista Networks, and Supermicro are set to report earnings after a tough month that saw their stocks fall sharply due to concerns over AI demand and memory costs. Despite strong year-to-date gains, recent declines have raised questions about the...
Advanced Micro Devices (AMD) has invested $1 billion in Meta's equity raise, strengthening their partnership focused on AI infrastructure. This investment, though just over 1% of Meta's raise, is significant relative to AMD's market cap and cash rese...
Advanced Micro Devices (AMD) is positioned to benefit significantly from Anthropic's upcoming IPO and a hardware supply agreement exceeding $20 billion. Anthropic's S-1 filing reduces counterparty risk, confirms strong cash reserves, and secures a no...
