News · MarketWatch

AMD's stock slides after Intel earnings reveal two big issues

Intel is struggling to produce enough AI server chips and faces a weak PC market. Investors will soon learn how much AMD is affected by the same problems.

Summary written by Upside AI from the original article. Read the source for full details.

Original headline: AMD’s stock slides after Intel earnings reveal two big issues

Read the original on MarketWatch ↗

Keywords

AMDIntelsemiconductorsearnings

Open a keyword to see other news on the same topic.

Related tickers and likely impact

NVDA

• Neutral

Nvidia

Relevance: low

MarketUS stocks
SectorInformation Technology
IndustrySemiconductors
Market cap$5.1T
Close on 10/29/2026213.72
Change that session-0.77%
NVDA price, forecasts and signals →

Impact is scored by AI from the headline and may be wrong. It is not investment advice.

Related news

  • The Zacks Analyst Blog Highlights Intel, Alphabet, NVIDIA and AMD

    This Zacks analyst blog previews Intel's third-quarter 2026 results, due after the close on Oct. 29. The Zacks consensus expects $16.44 billion in sales and earnings of 39 cents per share, while estimates for 2026 and 2027 earnings have risen over the past 60 days to $1.50 and $1.99 per share. Intel's average earnings surprise over the last four quarters was 1,296.9%, and Zacks' model predicts an earnings beat for the quarter. Over the past year, Intel shares have risen 119.9%, compared with 15.7% for the industry, 10.1% for NVIDIA and 99% for AMD. The stock trades at 6.25 forward sales, below the industry's 7.30 but above its own mean of 2.46.

    Yahoo Finance·earningsIntelAMD
  • Intel and AMD Rise 4% as JPMorgan Upgrades Intel After Steep Pullback; NVIDIA Edges Higher

    JPMorgan upgraded Intel (INTC) to Neutral from Underweight after its steep slide from a June peak, and Intel shares rose 4% to $93.68, while AMD gained 4% to $547.23 and NVIDIA rose 2% to $217.97. Analyst Harlan Sur says Intel's execution has improved since Lip-Bu Tan became CEO and expects agentic AI workloads and a tight leading-edge chip supply to drive positive earnings estimate revisions. He still expects Intel to lose market share for a few more quarters, especially in server processors, leaving the risk and reward more balanced. Intel's third-quarter 2026 results are slated for release after the market closes on October 29, a date the company has not confirmed.

    Yahoo Finance·▲ QQQ▲ NVDAIntelAMDsemiconductors
  • INTC, AMD, MU, SNDK: US Chip Stocks Rebound After Worst Week Since March

    U.S. chip stocks rebounded over the weekend after their worst week since March, as investors repositioned ahead of third-quarter earnings from Tesla, Netflix and Meta. Intel and AMD each rose about 2.6% in overnight trading, while Micron and SanDisk gained 1.8% and 2.6%, and the iShares Semiconductor ETF (SOXX) rose 2.4% after an 11.8% drop the previous week. In a Nikkei interview, Intel CEO Lip-Bu Tan said the company was “80% done” with its restructuring and pointed to AI chip packaging and ASICs as growth areas. Intel also unveiled its GPU D-series with up to 480GB of memory, which according to TechRadar surpasses the 288GB of Nvidia's Blackwell Ultra B300 for data center GPU memory capacity. Stocktwits sentiment was bullish on SOXX, bearish on INTC, neutral on AMD and bullish on MU and SNDK, while one trader warned of possible further downside before a bounce and advised caution with long positions until last week's high is broken.

    Yahoo Finance·▲ NVDA▲ QQQsemiconductorsIntelAMD
  • Intel vs. AMD: The CPU Comeback Has Become a 2-Stock Fight, But 1 Is the Better BuyYahoo Finance·IntelAMDsemiconductors
  • Intel and AMD Drop 3% as Rotation Out of AI Chip Stocks Continues; NVIDIA Holds Steady

    Intel fell 3% to $92.60 and AMD fell 3% to $544.74 in morning trading as investors continued rotating out of AI chip stocks over doubts about how AI infrastructure spending will be financed. The iShares Semiconductor ETF fell 2% and the Invesco QQQ Trust 0.9%, while NVIDIA rose 0.4% to $218.10. The article says Intel's revenue is recovering, with its CEO calling growth its strongest in many years and gross margin improving sharply, but its foundry unit still posts a large operating loss from heavy manufacturing spending. AMD, by contrast, outsources production and relies mainly on its data center business for most of its revenue. The author suggests shareholders, especially of Intel, consider keeping position sizes modest until the foundry question is resolved.

    Yahoo Finance·• NVDA▼ QQQsemiconductorsNVDAQQQ
  • Intel Is Up 174% in 2026 and AMD Is Up 175%: Take Profits, or Hold On for the Ride?

    Intel (INTC) shares are down 3% to $101.15 in afternoon trading but remain up 174% this year, while AMD is up 175% at $589.75 and NVIDIA (NVDA) is up 22% at $226.35. The iShares Semiconductor ETF (SOXX) is up 81% year to date, and the Invesco QQQ Trust is up 21%. In its July 23 report for the second quarter of 2026, Intel posted $16.1 billion in revenue, $1.8 billion above the middle of guidance, adjusted earnings per share of 42 cents versus 20 cents guided, and data center revenue of $6.3 billion, up 59%. Intel Foundry posted a $2.1 billion operating loss while the company raised its capital spending outlook to more than $20 billion. Optimists see demand outrunning supply and value in owning factories, while skeptics point to continuing foundry losses and rising spending, arguing the stock is priced on a turnaround not yet proven.

    Yahoo Finance·IntelAMDsemiconductors

Related markets

US stocks →

Latest news

  • What is EIP-7702? The Ethereum Upgrade Behind the $6.4B Binance Hack

    EIP-7702 is an Ethereum upgrade activated in May 2025 that lets standard wallets temporarily take on smart contract abilities, such as batched transactions, gas sponsorship and limited-permission keys. However, delegated code gets full access to the wallet's funds. On October 29, 2026, an attacker drained some $6.4 billion from Binance wallets across 10 blockchains, mostly within about 20 minutes, and TRM Labs and Chainalysis attributed the theft to North Korea's TraderTraitor group. On Ethereum, the attacker used 50 pre-signed authorizations to turn a Binance hot wallet into a sweeper, while Binance wallets on the other 9 blockchains sent funds through ordinary signed transfers. TRM Labs said this points to a compromise of Binance's hot wallet signing infrastructure rather than a flaw in Ethereum itself.

    Decrypt·▼ BNB/USDT• ETH/USDTcryptocybersecurityBinance
  • Instagram wants 90-minute videos but isn't sharing ad money

    Instagram is testing long, YouTube-style videos called Features. Its head says paying creators would cause the company to lose money.

    Yahoo Finance·• METAadvertisingMETAsocial media
  • YPF Sociedad Anónima (BASE:YPFD) Stock Fair Value Edges Higher After Mixed Analyst Revisions

    Price targets for YPF Sociedad Anónima (BASE:YPFD) range from US$55 to US$66. JPMorgan and BofA keep positive ratings but trimmed their targets, from US$66 to US$60.50 and from US$65 to US$64, respectively. HSBC moved the stock to a Buy rating with a US$60 target, while Bradesco BBI downgraded it to Neutral with a US$55 target, citing valuation. In the Simply Wall St model, fair value rose from ARS 10,898.60 to ARS 11,533.63, with revenue growth moving from 4.86% to 5.39% and net profit margin from 14.13% to 14.24%. The article also notes one flagged risk for the company.

    Yahoo Finance·valuationArgentina
  • Stock Market Today (Oct. 30, 2026): S&P 500 sinks as Amazon, Intel losses shake Wall Street

    The article argues that strong AI demand alone is no longer enough to satisfy investors.

    Yahoo Finance·▼ SPY▼ AMZN▼ QQQ▼ MSFTS&P 500AMZNIntel
  • Dan Ives Says AI Disruption Is ‘On Full Display’ In Tech Earnings, Sees 2027 As Inflection Year

    Yorkville's Dan Ives said AI-driven disruption is “on full display” in tech earnings, as Amazon, Intel and SanDisk shares fell after their quarterly results. Intel dropped over 30%, its worst day since April 1979. Ives said monetization will take time but still sees 2027 as the major inflection year when AI revenue starts to justify capex, with cloud growth and capital spending as key metrics to watch. Amazon reported Q3 EPS of $1.89 on $201.9 billion revenue, while trailing twelve-month free cash flow was negative $42.4 billion, and it kept its 2026 capex forecast at $220 billion. Alphabet fell 12% after its weak report, wiping out over $500 billion in market cap.

    Yahoo Finance·▲ NVDAartificial intelligenceearningsNVDA
  • Chip shortage impact on the tech sector, Burger King and Starbucks turnarounds

    Yahoo Finance Executive Editor Brian Sozzi examines Google's (GOOGL, GOOG) striking P/E ratio and how a chip shortage is affecting Intel (INTC) and Sandisk (SNDK). He also interviews Burger King CEO Tom Curtis (QSR) and Starbucks CEO Brian Niccol (SBUX) about food innovation and turnarounds at their brands.

    Yahoo Finance·▼ NVDA▼ AAPLsemiconductorssupply chainNVDA

All news →

Get the briefing on Telegram or Zalo

Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.