AMD fell 3% to $489.03 ahead of its Q3 2026 results, scheduled for November 3 after the market closes, after an 11% drop on October 30 when Intel said its PC slowdown would last at least through the first half of 2027; Intel shares plunged 29% that session. Intel guided Q4 2026 revenue to $15–16 billion, below the roughly $17 billion consensus, but its Data Center and AI revenue still rose 78% to $7.32 billion. AMD's Client segment brought in $3.06 billion in Q2 2026, while Data Center rose 107% to $6.72 billion, making up 58% of sales. NVIDIA rose 1% to $206.76. AMD guided Q3 revenue to about $13 billion ±$300 million versus the $13.09 billion consensus, and bears point to a forward earnings multiple of 45x against a five-year average of 35x.
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semiconductorsearningsAMDIntelNVDA
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Related tickers and likely impact
NVDA
▲ Likely positiveNvidia
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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