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08-05

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

2024-09-10

$NVIDIA Corp(NVDA)$

2023-06-10

$Tesla Motors(TSLA)$

2023-06-10

$Tesla Motors(TSLA)$

2021-07-30

Thought Amazon down 8+% present a buy in dip opportunity for short term investment. AWS still growing string in term of profit margins ?✌️

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2021-02-25

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Sell off is expected as they are looking at a better result than this.&nbsp;","listText":"AMD trade has been over crowded before result released. Sell off is expected as they are looking at a better result than this.&nbsp;","text":"AMD trade has been over crowded before result released. Sell off is expected as they are looking at a better result than this.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":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":"nz","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><p style=\"text-align: left;\"><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.</p><p style=\"text-align: left;\">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.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cf9d376c08a285243329728e4aae2708\" data-align=\"center\" tg-width=\"777\" tg-height=\"615\"/><span></span></p><p style=\"text-align: left;\">&#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.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">Its expects adjusted gross margin to be about 56%, largely in line with estimates.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">Adjusted profit of $1.66 per share surpassed the estimated $1.62.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">AMD has also secured major customers and infrastructure agreements in recent months, as it races to expand its AI business.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">Analysts have said weakness in the PC market, memory supply constraints and rising memory costs could weigh on demand and margins.</p></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\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-08-05 04:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><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.</p><p style=\"text-align: left;\">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.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cf9d376c08a285243329728e4aae2708\" data-align=\"center\" tg-width=\"777\" tg-height=\"615\"/><span></span></p><p style=\"text-align: left;\">&#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.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">Its expects adjusted gross margin to be about 56%, largely in line with estimates.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">Adjusted profit of $1.66 per share surpassed the estimated $1.62.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">AMD has also secured major customers and infrastructure agreements in recent months, as it races to expand its AI business.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">Analysts have said weakness in the PC market, memory supply constraints and rising memory costs could weigh on demand and margins.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LEGR":"First Trust Indxx Innovative Transaction & Process ETF","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","PSI":"INVESCO SEMICONDUCTORS ETF","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","AMUU":"2倍做多AMD ETF-Direxion","QQQA":"ProShares Nasdaq-100 Dorsey Wright Momentum ETF","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","BK4575":"芯片概念","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","BK4612":"AI芯片","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","SMH":"半导体指数ETF-HOLDRs","BK4614":"Manus概念股","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","TTEQ":"T. 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Climate Action A2 Acc SGD-H","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU2355687059.USD":"NORDEA 1 GLOBAL IMPACT  \"BP\" (USD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260804:nL6N4411CH:2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2657564894","content_text":"AMD 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.\"AMD is now in a similar position to Nvidia and the hyperscalers, where investors are looking for evidence that AI infrastructure investments will continue translating into accelerating returns,\" said Jacob Bourne, an analyst at Emarketer.The Santa Clara, California-based company is regarded as chip giant Nvidia'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'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's multi-billion dollar investments to challenge chip giant Nvidia'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'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 $3.78 billion.Analysts have said weakness in the PC market, memory supply constraints and rising memory costs could weigh on demand and margins.","news_type":1,"symbols_score_info":{"CNAV":0.6,"AMDD":0.6,"QQQA":0.6,"GAMR":0.6,"LEGR":0.6,"AMDG":0.6,"WISE":0.6,"AMDU":0.6,"TRFK":0.6,"SMHX":0.6,"TTEQ":0.6,"AMDL":0.6,"DAMD":0.6,"AMD":1.97,"IETC":0.6,"FAI":0.6,"XNTK":0.6,"PSI":0.6,"AMDS":0.6,"AIQ":0.6,"ARTY":0.6,"AMYY":0.6,"ILDR":0.6,"AIS":0.6,"BAI":0.6,"FTXL":0.6,"AMDW":0.6,"WUGI":0.6,"SOXX":0.6,"CHPS":0.6,"AMDY":0.6,"AMUU":0.6,"SOXY":0.6,"USXF":0.6,"TEK":0.6,"CHAT":0.6,"SMH":0.6}},"isVote":1,"tweetType":1,"viewCount":1693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347970034995208,"gmtCreate":1725977152864,"gmtModify":1726023884394,"author":{"id":"3569141107336011","authorId":"3569141107336011","name":"c0bra36","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569141107336011","idStr":"3569141107336011"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp;","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347970034995208","isVote":1,"tweetType":1,"viewCount":1877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185704370991280,"gmtCreate":1686377465207,"gmtModify":1686379415749,"author":{"id":"3569141107336011","authorId":"3569141107336011","name":"c0bra36","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569141107336011","idStr":"3569141107336011"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185704370991280","isVote":1,"tweetType":1,"viewCount":1497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185704276234416,"gmtCreate":1686377442073,"gmtModify":1686379412911,"author":{"id":"3569141107336011","authorId":"3569141107336011","name":"c0bra36","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569141107336011","idStr":"3569141107336011"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185704276234416","isVote":1,"tweetType":1,"viewCount":1238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806909473,"gmtCreate":1627621174492,"gmtModify":1703493545721,"author":{"id":"3569141107336011","authorId":"3569141107336011","name":"c0bra36","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569141107336011","idStr":"3569141107336011"},"themes":[],"title":"","htmlText":"Thought Amazon down 8+% present a buy in dip opportunity for short term investment. AWS still growing string in term of profit margins ?✌️","listText":"Thought Amazon down 8+% present a buy in dip opportunity for short term investment. AWS still growing string in term of profit margins ?✌️","text":"Thought Amazon down 8+% present a buy in dip opportunity for short term investment. AWS still growing string in term of profit margins ?✌️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806909473","repostId":"1136493836","repostType":4,"isVote":1,"tweetType":1,"viewCount":1891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361443155,"gmtCreate":1614257778977,"gmtModify":1704769726248,"author":{"id":"3569141107336011","authorId":"3569141107336011","name":"c0bra36","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569141107336011","idStr":"3569141107336011"},"themes":[],"title":"","htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361443155","repostId":"1116750750","repostType":4,"isVote":1,"tweetType":1,"viewCount":1366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":806909473,"gmtCreate":1627621174492,"gmtModify":1703493545721,"author":{"id":"3569141107336011","authorId":"3569141107336011","name":"c0bra36","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569141107336011","authorIdStr":"3569141107336011"},"themes":[],"title":"","htmlText":"Thought Amazon down 8+% present a buy in dip opportunity for short term investment. AWS still growing string in term of profit margins ?✌️","listText":"Thought Amazon down 8+% present a buy in dip opportunity for short term investment. AWS still growing string in term of profit margins ?✌️","text":"Thought Amazon down 8+% present a buy in dip opportunity for short term investment. AWS still growing string in term of profit margins ?✌️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806909473","repostId":"1136493836","repostType":4,"isVote":1,"tweetType":1,"viewCount":1891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":593347540313456,"gmtCreate":1785886649790,"gmtModify":1785886653031,"author":{"id":"3569141107336011","authorId":"3569141107336011","name":"c0bra36","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569141107336011","authorIdStr":"3569141107336011"},"themes":[],"title":"","htmlText":"AMD trade has been over crowded before result released. Sell off is expected as they are looking at a better result than this.&nbsp;","listText":"AMD trade has been over crowded before result released. Sell off is expected as they are looking at a better result than this.&nbsp;","text":"AMD trade has been over crowded before result released. Sell off is expected as they are looking at a better result than this.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":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":"nz","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><p style=\"text-align: left;\"><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.</p><p style=\"text-align: left;\">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.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cf9d376c08a285243329728e4aae2708\" data-align=\"center\" tg-width=\"777\" tg-height=\"615\"/><span></span></p><p style=\"text-align: left;\">&#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.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">Its expects adjusted gross margin to be about 56%, largely in line with estimates.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">Adjusted profit of $1.66 per share surpassed the estimated $1.62.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">AMD has also secured major customers and infrastructure agreements in recent months, as it races to expand its AI business.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">Analysts have said weakness in the PC market, memory supply constraints and rising memory costs could weigh on demand and margins.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Forecasts Upbeat Revenue on Strong AI Chip Demand, but Shares Fall 9% on Lofty Expectations</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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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\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-08-05 04:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><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.</p><p style=\"text-align: left;\">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.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cf9d376c08a285243329728e4aae2708\" data-align=\"center\" tg-width=\"777\" tg-height=\"615\"/><span></span></p><p style=\"text-align: left;\">&#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.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">Its expects adjusted gross margin to be about 56%, largely in line with estimates.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">Adjusted profit of $1.66 per share surpassed the estimated $1.62.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">AMD has also secured major customers and infrastructure agreements in recent months, as it races to expand its AI business.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">Analysts have said weakness in the PC market, memory supply constraints and rising memory costs could weigh on demand and margins.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LEGR":"First Trust Indxx Innovative Transaction & Process ETF","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","PSI":"INVESCO SEMICONDUCTORS ETF","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","AMUU":"2倍做多AMD ETF-Direxion","QQQA":"ProShares Nasdaq-100 Dorsey Wright Momentum ETF","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","BK4575":"芯片概念","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","BK4612":"AI芯片","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","SMH":"半导体指数ETF-HOLDRs","BK4614":"Manus概念股","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","TTEQ":"T. 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Climate Action A2 Acc SGD-H","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU2355687059.USD":"NORDEA 1 GLOBAL IMPACT  \"BP\" (USD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260804:nL6N4411CH:2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2657564894","content_text":"AMD 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.\"AMD is now in a similar position to Nvidia and the hyperscalers, where investors are looking for evidence that AI infrastructure investments will continue translating into accelerating returns,\" said Jacob Bourne, an analyst at Emarketer.The Santa Clara, California-based company is regarded as chip giant Nvidia'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'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's multi-billion dollar investments to challenge chip giant Nvidia'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'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 $3.78 billion.Analysts have said weakness in the PC market, memory supply constraints and rising memory costs could weigh on demand and 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news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361443155","repostId":"1116750750","repostType":4,"isVote":1,"tweetType":1,"viewCount":1366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347970034995208,"gmtCreate":1725977152864,"gmtModify":1726023884394,"author":{"id":"3569141107336011","authorId":"3569141107336011","name":"c0bra36","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569141107336011","authorIdStr":"3569141107336011"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp;","text":"$NVIDIA 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