Video explainer: AMD just guided to about $17 billion in revenue for Q4. Intel guided to $15 billion to $16 billion last week. If both land where they said, AMD outsells Intel for the first time ever.
AMD just guided to about $17 billion in revenue for Q4. Intel guided to $15 billion to $16 billion last week. If both land where they said, AMD outsells Intel for the first time ever.
The quarter behind it was a record. Revenue grew 45% to $13.4 billion and data center sales nearly doubled to $8.5 billion. That is now 64% of the business compared with 47% a year ago.
@LisaSu also said she expects revenue to grow more than 80% in 2027 and server revenue to double. Gaming was the weak spot and fell 40%.
I think the milestone is mostly symbolic but it shows very clearly where the money in chips is going. The stock has more than doubled this year, so @AMD has to keep delivering. @intel $AMD $INTC
Not financial advice
AMD's Q4 guide vs Intel's in 2 pictures 👇 The low end of the @AMD range is still above the top of the @intel range. $AMD $INTC
Sources: Inspiration post · ir.amd.com · newsroom.amd.com · ir.amd.com · www.stocktitan.net · stockanalysis.com
Not financial advice. For informational and educational purposes only.
$MRVL daily pick: sell Nov 27 $145 put (buy-side) after the Lumentum deal selloff
$MRVL: I'm selling the Nov 27 $145 put on @MarvellTech after the stock lost 32% in four sessions on the $115B Lumentum deal. Live at 12:19pm ET ($170.58): 7% under the 200-day Credit $3.70 for about 2.6% in 24 days (~39% annualized) Breakeven $141.30, 17% below today About 23x fiscal 2028 EPS estimates
The people this quarter hits hardest are the ones buying fewer McDonald's meals, and the profit beat covers it up.
The people this quarter hits hardest are the ones buying fewer McDonald's meals, and the profit beat covers it up. $MCD's US guest counts went negative, and higher checks from the customers who still show up are carrying the topline.
Volcker Shock & the 1980s Bull — 20% Rates to 3.75%-4.00%
In June 1981, the Federal Reserve pushed the Fed Funds rate to 20% to break inflation running at 14.8%, the most aggressive tightening cycle in Fed…
In June 1981, the Federal Reserve pushed the Fed Funds rate to 20% to break inflation running at 14.8%, the most aggressive tightening cycle in Fed history. The market absorbed the full cost of it. The S&P 500 bottomed at 102.42 on August…
Afternoon update
$LITE fell 16.57% and Marvell 10.68% this afternoon as investor skepticism grew over Marvell's $115B all-stock acquisition of Lumentum. • Lumentum…
$LITE fell 16.57% and Marvell 10.68% this afternoon as investor skepticism grew over Marvell's $115B all-stock acquisition of Lumentum. Lumentum closed at $701.43 ($62.9B market cap). The deal, valued at $115B by enterprise value, gives Marvell shareholders 67% of the combined…