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CBRS shares sink 12% after Q2 as muted Q3 growth and margin pressure overshadow surging revenues, while its $25.4B RPO supports long-term growth.

Elon Musk just told investors SpaceX will build one of the most ambitious data centers in history using only one chip supplier, and that single decision has the power to send NVIDIA soaring toward $500 or trigger a demand cliff that bulls are not prepared for.

Analysts have the earnings growing into the price, so what a holder is really underwriting is the build-out that has to produce them.

AMD suffered from the broad decline of chip stocks last month, as investors grew skeptical of AI spending.

Intel just rattled its own shareholders with a massive equity raise while every other major chipmaker barely flinched, and the gap between Intel's selloff and the flat sector tells a story about where this company is actually headed.

A lot of AMD's success has already been priced into the stock.

AMD's post-earnings dip highlights near-term PC and gaming weakness, but surging Data Center demand and AI deployments support long-term growth prospects.

Advanced Micro Devices (AMD) just reported the strongest quarter in its 56-year history, and shareholders responded by selling. The chipmaker posted record revenue, more than doubled its data center sales, and raised its outlook above what Wall Street expected. On paper, it was close to a ...

Jefferies and Truist raised their price targets despite a 7% post-earnings decline.

Intel stock has dropped harder than the index in past shocks, and the spending it carries into the next one is rising rather than easing.

Technology shares linked to the artificial intelligence boom came under renewed pressure on Thursday, as another wave of corporate earnings prompted investors to take profits from some of the market’s biggest winners. The weakness spread across Asia before carrying into U.

Investing.com - A selloff in Asian technology shares gathered pace on Thursday, following sharp losses in SpaceX and Advanced Micro Devices that renewed skepticism over the sustainability of returns from the AI investment boom.

Investors absorbed a wall of earnings reports, prospects of an imminent Strait of Hormuz deal, and fresh labor market data.

Elon Musk created quite a stir.

A leveraged AMD fund turned a modest stake into a small fortune over seven months, then a single earnings report wiped out nearly a quarter of those gains in hours. Here is what the 302% run actually cost its holders.

The Dow Jones hit a new high thanks to Nvidia, but Google, SpaceX and AMD weighed on the Nasdaq. Sandisk, Western Digital fell late.

SpaceX shares dropped 14%. Elon Musk’s space company late Tuesday said its capital expenditures topped $18 billion last quarter, double the previous quarter’s total, mainly tied to its artificial-intelligence build-out. AMD shares also fell 7% after Musk said SpaceX would exclusively use chips from rival Nvidia, shares of which gained 4%.

Record Data Center sales and a $13 billion outlook failed to prevent a sharp post-earnings decline.

Strong guidance still failed to clear investors' elevated bar

On Aug. 5, 2026, new highs across major indexes reflect renewed confidence in global trade as investor confidence starts to return.

US equities were mixed and crude oil eased in late-morning trading Wednesday as investors remained h

AMD just posted a record quarter and the stock is tanking anyway, while NVIDIA is surging on a surprise deal that doubles as a direct shot at AMD's biggest ambitions.

AMD Stock Falls 8% Despite Data Center Revenue Doubling

Advanced Micro Devices shares declined before the bell on Wednesday as the chipmaker's stronger-than-expected revenue forecast ‌fell short of lofty expectations and investors sought clearer ‌signs that a multibillion-dollar AI spending boom will translate into faster growth. The move underscores elevated expectations facing AMD as it aims to challenge Nvidia's dominance amid intensifying competition with Intel racing to ‌regain technology leadership after ⁠strong results. "We suspect expectations had moved higher following Intel's results a couple of weeks ago, and the ⁠buyside already has a fairly bullish outlook," said Stacy Rasgon, analyst at Bernstein.

Advanced Micro Devices shares declined before the bell on Wednesday as the chipmaker's stronger-than-expected revenue forecast ‌fell short of lofty expectations and investors sought clearer ‌signs that a multibillion-dollar AI spending boom will translate into faster growth. The move underscores elevated expectations facing AMD as it aims to challenge Nvidia's dominance amid intensifying competition with Intel racing to ‌regain technology leadership after ⁠strong results. "We suspect expectations had moved higher following Intel’s results a couple of weeks ago, and the ⁠buyside already has a fairly bullish outlook," said Stacy Rasgon, analyst at Bernstein.

A rally across global stock markets continued, with sentiment boosted by the prospect of a U.S.-Iran agreement to reopen the Strait of Hormuz.

Sales to data centers grew to 58% of revenue for the company, which has pivoted hard to serving the fastest-growing types of AI workloads.

AMD edged above Wall Street's targets for the second quarter and with its sales outlook. But AMD stock sank in extended trading.

AMD earnings beat on revenue, profit, and margin, and guidance hit $13 billion. The stock still fell 8% after hours.

(Bloomberg) -- SpaceX’s first earnings report following its blockbuster initial public offering is one of the most anticipated events of the summer on Wall Street. Whether it’ll give investors a reason to buy the sinking stock is another matter.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders Advising NYC’