AMDAMD

Ranked by model assessment and recency. Labels use the original model impact, not expected returns. Impact percentages are model estimates, not observed price changes, probabilities or guaranteed returns.

• 🔥🔥🔥#1Impact9.5%FavorableDirectAMD Soars After Huge Guidance News10d ago

  The company directly raised revenue and profit outlook, signaling meaningfully better visibility on data-center and AI shipments/orders; at AMD’s current revenue scale, a guidance increase can materially move full-year earnings expectations.

  Impact chain →

  Also named: NVDA · INTC · QCOM · TSM · ASML · AMAT

• 🔥🔥#2Impact7%FavorableDirectAMD stock jumps 7% on earnings as data center revenue nearly doubles10d ago

  Results showed data center revenue nearly doubling, indicating continued penetration of MI-series GPUs and EPYC server CPUs at AI and cloud customers.

  Impact chain →

  Also named: NVDA · INTC · SMCI · MU · 005930.KS · 000660.KS

• 🔥#3Impact6.5%FavorableDirectQ3 Earnings & JOLTS Report on Midterm Voting Day10d ago

  AMD is one of the main names in the note, and it has the most operating leverage to data-center and AI accelerators; another beat versus already elevated expectations could still support the stock.

  Impact chain →

  Also named: SWKS · ADM · BG · PFE · MRK · SHOP

• #4Impact6.2%FavorableDirectAMD forecasts quarterly revenue above estimates as data-center growth accelerates10d ago

  AMD itself raised revenue guidance, and accelerating data-center growth directly lifts expectations for EPYC CPUs, Instinct GPUs, and server-platform penetration.

  Impact chain →

  Also named: NVDA · AVGO · ARM · MU · SMCI · DELL

• #5Impact5.2%FavorableDirectAMD Posts Q3 Double Beat as Data Center Segment Shines, Growth Expected to 'Accelerate' in Q410d ago

  A Q3 double beat and stronger-than-expected data center growth directly improve revenue realization and support multiple re-rating.

  Impact chain →

  Also named: NVDA · SMCI · AMAT · LRCX · ASML · DELL

• #6Impact5%AdverseDirectAMD Regaining Its $1 Trillion Valuation Faces the Ultimate Test on Nov. 315d ago

  The headline frames Nov. 3 as a decisive test, implying the market has already priced in a $1 trillion path; if results merely match AMD’s usual beat pattern, there may be little incremental upside left.

  Impact chain →

  Also named: NVDA · AVGO · MSFT · AMZN · GOOGL · SMCI

• #7Impact5.6%FavorableDirectAnthropic Has Locked In Over $600 Billion of Computing, More Than Intel Is Worth. It Still Wants More and That's Big News for AMD.23d ago

  AMD is explicitly named, and incremental AI compute demand should support its data-center GPU and accelerator pipeline; against a roughly $34.6B revenue base, the read-through is more likely to lift data-center expectations than to re-rate the entire earnings profile overnight.

  Impact chain →

  Also named: NVDA · AVGO · SMCI · DELL · HPE · ASML

• #8Impact4%FavorableDirectJim Cramer Calls Big Tech ‘Millstones' and Names the ‘New Techs' Taking Over9d ago

  As an AI GPU and server-CPU contender, AMD benefits if investors keep favoring the compute chain, with valuation supported by stronger revenue-growth expectations.

  Impact chain →

  Also named: A · WAT · ANET · NVDA · MSFT · AAPL

• #9Impact4.5%FavorableDirectAdvanced Micro (AMD) Q3 Earnings on the Horizon: Analysts' Insights on Key Performance Measures15d ago

  A print that confirms rapid data center GPU and CPU growth while keeping gross margin near 50% would directly reinforce the market’s pricing of AMD’s AI scale-up and improving earnings quality.

  Impact chain →

  Also named: NVDA · AVGO · SMCI · DELL

• #10Impact4%FavorableDirectWhy Intel Stock Collapsed 23.4% Last Month10d ago

  A sluggish Intel earnings repair usually implies a more favorable x86 competitive backdrop for AMD to keep taking share in servers and client PCs.

  Impact chain →

  Also named: AMAT · LRCX · KLAC · TSM · SMIC · NVDA