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AMD and Alphabet hit earnings targets this week — now Apple, Amazon, Microsoft and Intel get their shot
The stock market is giving Big Tech tougher demands for its continued support.Business - MarketWatch - 1 hour ago -
Alphabet shares rise on earnings beats boosted by cloud revenue
Google parent Alphabet reported third-quarter earnings that beat on top and bottom lines.Business - CNBC - 6 hours ago -
Alphabet Revenue Jumps 15% to $88.3 Billion
The tech giant’s 34 percent increase in quarterly profit topped Wall Street expectations, driven by its advertising and cloud businesses.Tech - The New York Times - 23 hours ago -
AMD reports record revenue but Q4 forecast disappoints
Advanced Micro Devices reported record Q3 revenue of $6.8 billio, up 18%. But the shares fell due to a disappointing forecast for Q4.Tech - VentureBeat - Yesterday -
AMD’s stock is getting hurt by this ‘unpalatable’ reality
One analyst says that AMD’s muted guidance is unlike what Wall Street has come to expect of “AI names.”Business - MarketWatch - 9 hours ago -
Cramer’s week ahead: Earnings from Alphabet, Meta, Apple, Microsoft and Amazon
CNBC's Jim Cramer on Friday urged investors to keep a level head during next week's busy slate of corporate earnings and influential economic reports.Business - CNBC - 4 days ago -
Alphabet’s stock has stalled. Can earnings serve as a catalyst?
Alphabet will report results on Tuesday afternoon.Business - MarketWatch - 2 days ago -
Alphabet quiets the doubters with ‘all-around’ strength that sends stock soaring
“We believe that this ship is sailing smoothly and doing everything right,” an analyst says.Business - MarketWatch - 8 hours ago -
Nvidia, AMD shares extend drops as investors get spooked — but should they be?
An ASML warning about the health of the semiconductor market is one factor weighing on AI chip stocks Tuesday — but one analyst says Nvidia investors shouldn’t be worried.Business - MarketWatch - October 15 -
Intel, AMD Create Advisory Group to Shape Future of X86 Architecture
The two companies and other technology giants will work together to shape the future of the x86 chip as the landscape transitions to dynamic artificial-intelligence workloads.Tech - The Wall Street Journal - October 15 -
AMD’s AI punches are landing where it counts — against Nvidia
Not every AI customer wants or can afford Nvidia’s powerhouse Blackwell chip.Business - MarketWatch - October 19 -
Beyond AI, AMD and Intel earnings will hit on another important trend
Next week, as the technology sector earnings reporting season begins in full force, the results from two rival chip makers, Intel Corp. and Advanced Micro Devices Inc., will give investors data on ...Business - MarketWatch - 4 days ago -
AMD shares fall as forecast fails to impress despite strong AI growth
AMD shares are up about 20% so far in 2024, although rivals such as Nvidia and Broadcom have had much greater gains during the same period, driven by AI chips.Business - CNBC - 6 hours ago -
FirstFT: Harris calls on America to ‘turn the page’ on Trump
Also in today’s newsletter, Ukraine and Russia hold secret talks, while Alphabet and Reddit shares rise after resultsWorld - Financial Times - 11 hours ago -
AMD's post-earnings slide is a buying opportunity. Here's why
Wall Street's reaction to the quarter continues an up-and-down month for shares of the AI chipmaker.Business - CNBC - 21 hours ago -
Alphabet's self-driving unit Waymo closes $5.6 billion funding round as robotaxi race heats up in the U.S.
Alphabet-owned driverless vehicle unit Waymo just closed a $5.6 billion funding round to expand its robotaxi service across the U.S.Business - CNBC - 5 days ago -
Alphabet's two pillars of growth stand tall in the latest quarter. But we're not ready to act
Alphabet shares surged during Tuesday's after-hours trading following a solid earnings print.Business - CNBC - 20 hours ago -
AMD’s stock stands out from other AI names. What that may say about the market.
AMD’s stock is the only one of select AI names with a lower forward multiple now than its five-year average.Business - MarketWatch - October 21 -
As AMD starts shifting focus to next year, just how high can AI revenue go?
Bullish expectations for AMD’s AI revenue came down sharply over the course of this year. Some analysts say early estimates for 2025 are already too high.Business - MarketWatch - 2 days ago -
We're downgrading Honeywell shares, plus Starbucks makes a menu change
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.Business - CNBC - Yesterday -
AMD could still be a sleeper against Nvidia, but Wall Street isn’t yet convinced
Advanced Micro Devices Inc. executives made some bold statements about the company’s underdog AI accelerator chip Tuesday, and said it is ready to take the spoils from rival Nvidia Corp.Business - MarketWatch - 19 hours ago -
Jim Cramer looks at what to do with Eli Lilly, AMD shares after their big slides on earnings
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.Business - CNBC - 6 hours ago