AMD reported third-quarter revenue up 45% to $13.38 billion, beating the $13.09 billion LSEG consensus, while adjusted EPS came in at $2.09 versus $1.95 expected. Data center sales nearly doubled and now account for 64% of total revenue, up from 47% a year earlier, driven by demand for server CPUs that power agentic AI apps. The stock rose 7% in extended trading after recent losses. Its PC and gaming segment fell 8% to $3.7 billion, with gaming revenue down 40%. For the fourth quarter, AMD expects about $17 billion in revenue, above the $16.2 billion analyst average.
Summary written by Upside AI from the original article. Read the source for full details.
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AMDearningsdata centerssemiconductors
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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 11/03/2026 | 206.57 |
| Change that session | +2.23% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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