AMD's stock performance is more influenced by its accelerating revenue growth, especially in data center sales, than by Cathie Wood's recent trimming of her position. The company's second-quarter revenue rose 50.1% to $11.54 billion, with data center revenue doubling to $6.72 billion, supported by major customers like OpenAI and Meta Platforms. While the forward price-to-earnings ratio of about 35 suggests the stock is reasonably valued given its growth, risks include a high trailing P/E, falling free cash flow, and potential margin pressures. The key near-term catalyst is the ramp-up of Helios rack shipments starting in Q4 2026 and continuing through 2027, which will validate growth forecasts and influence stock direction more than ETF portfolio moves.
As of Oct 30, 2026 22:02 WIB, Meta Platforms shares are trading at USD 625.84 on Pluang, showing a modest gain of 0.21% over the past day. The stock maintains a strong market capitalization of $1.60 trillion and an enterprise value of $1.63 trillion, with a typical hold time of 129 days among Pluang investors. This steady performance contrasts with the focus on AMD's growth drivers highlighted in the article, underscoring Meta's role as a significant customer in the data center revenue surge.
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...
AMD's Data Center revenue surged 107% to $6.72 billion, now 58% of total revenue, driven by strong demand for EPYC processors and Helios AI accelerators. Shares have risen 164.77% year-to-date, supported by major deals with OpenAI, Meta, and Anthropi...
Reddit reported strong Q3 2026 earnings with revenue up 53% and net income rising 74%, beating analyst expectations. However, its stock fell 25% as CEO Steve Huffman warned that Google's AI-powered search is reducing Reddit's referral traffic, potent...
Reddit's stock dropped 5% before its Q3 2026 earnings report due to worries about slowing U.S. user growth, contributing to a 44% year-to-date loss. The company forecasts slower revenue growth for Q3 compared to Q2, with international user growth out...
Meta and Alphabet both increased capital expenditures significantly in 2026, leading to negative free cash flow despite strong growth in their core businesses. Meta's ad revenue rose 26.1%, driven by a 14% increase in ad pricing and widespread use of...
