Intel's stock spiked after earnings but then pulled back significantly, despite beating both EPS and revenue expectations, serving as a cautionary example for AMD.
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Advanced Micro Devices ($AMD) Risk and Zeta Global ($ZETA) Margin Watch
Jul 26, 2026
The creator discusses upcoming earnings for AMD and Zeta Global, focusing on economic indicators and company-specific performance. For AMD, the creator highlights high analyst expectations and the risk of the stock falling if earnings don't significantly exceed these already high forecasts, particularly concerning data center revenue growth. For Zeta Global, the creator notes its recent sideways trading and discusses what the company needs to do to drive the stock price up.
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Zeta Global has traded sideways year-to-date, ranging between $14.50 and $25, and the creator will discuss what the company needs to do to build confidence and drive the stock price up.
AMD's upcoming earnings have very high expectations, and the stock could fall if revenue growth doesn't exceed 60%, as current analyst estimates of 47% are already priced in.
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