Microsoft is mentioned as a partner of AMD, and its strong earnings report is noted as important for AMD.
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AMD Stock Down 10% After Earnings - Here's What You Need to Know
Aug 4, 2026
AMD's stock dropped 10% after earnings despite beating revenue and EPS forecasts, and also beating guidance. The creator suggests the market may have expected more due to the high expectations surrounding AI chip stocks. The data center segment showed over 100% growth, and inventories are not a concern for a cycle downturn. The creator believes the chip cycle will remain elevated through 2027 and that AMD is well-positioned for future growth.
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Nvidia is mentioned as a competitor to AMD, offering only GPUs, whereas AMD offers both CPUs and GPUs.
AMD stock is down 10% after earnings, but the creator believes the results were good and the chip cycle remains strong, suggesting a hold.
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