Advanced Micro Devices will report third-quarter results after the market closes Tuesday, after shares fell nearly 11% on Friday and declined again Monday amid broader chip stock weakness, leaving the stock nearly 30% below its all-time high reached less than a month earlier. AMD guided revenue of about $13 billion, plus or minus $300 million, while analysts expect $13.09 billion, up 41.5% from a year ago. The article points to fourth-quarter guidance, especially data center GPU contribution as Helios systems ramp, as the more important figure, with the average analyst estimate at about $16.3 billion and Jefferies' Blayne Curtis expecting closer to $17 billion. Compared with Nvidia's $89 billion of data center revenue last quarter, AMD's data center segment generated $6.7 billion, and the article flags risks including lower margins on AI chips and Intel's warning about a shrinking PC market.
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AMDNVDAsemiconductorsdata centersearnings
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NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 11/02/2026 | 202.06 |
| Change that session | -1.26% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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