AMD fell 10.88% to $504.80 on October 30, days before its November 3 report, after rival Intel guided fourth-quarter revenue to $15.0–16.0 billion and its shares closed down 28.58%. Intel's client and physical AI group fell 5% to $8.1 billion and it expects client revenue to drop more than 20% from the third quarter, while its data center revenue rose 78% to $7.3 billion. AMD's data center revenue more than doubled to $6.7 billion in the second quarter, making up 58% of its revenue, while client revenue rose 23% to $3.1 billion. The article notes a memory-driven PC slowdown into 2027 could weigh on roughly a quarter of AMD's revenue, and that its $8.2 billion all-stock purchase of World Labs will add shares.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: AMD Stock Fell 11% in a Day Ahead of Its November 3 Report. Here’s Why Intel’s 78% Data Center Jump Matters More to AMD Than Its PC Warning
Read the original on Yahoo Finance ↗
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AMDIntelsemiconductorsdata centersearnings
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Related tickers and likely impact
NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/30/2026 | 204.81 |
| Change that session | -4.14% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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