Earnings: Advanced Micro Devices FY25 Q2
Posted inEarnings Update

Earnings: Advanced Micro Devices FY25 Q2

Advanced Micro Devices (NASDAQ:AMD) posted mixed Q2 results, topping revenue expectations while matching on earnings. Growth in the Data Center segment slowed significantly to 14% year-over-year, largely due to the…
Posted inMarket Commentary

Retrospective: Week of 5/12-5/16

Macro Events & News The markets extended their rally this week as tariff concerns eased following a temporary de-escalation in U.S.-China trade tensions, with both sides agreeing to reduce the…
Posted inMarket Commentary

The Week Ahead: Week of 5/12-5/16

Earnings season is winding down, with nearly 90% of the S&P 500 having reported. Results have generally exceeded expectations, with limited changes to forward guidance, as customer and client behavior…
Posted inMarket Commentary

The Week Ahead: Week of 5/5-5/9

Markets have shown notable resilience in recent weeks, with the S&P 500 extending its winning streak to nine consecutive sessions as tariff escalations have paused and earnings continue to reflect…
Posted inMarket Commentary

Retrospective: Week of 3/10-3/14

Macro Events & News The market endured another challenging week as the trade war continued to escalate. China responded with retaliatory tariffs on approximately $22 billion worth of U.S. goods,…
Posted inMarket Commentary

The Week Ahead: Week of 3/10-3/14

The market has struggled to sustain any meaningful bounce, experiencing some of the sharpest sell-offs in recent weeks. This has largely been driven by the announcement of widespread tariffs impacting…
Posted inResearch Reports

Equity Quickie: AMD

Here’s a high-level summary of Advanced Micro Devices (NASDAQ:AMD), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level…
Posted inEarnings Update

Earnings: Advanced Micro Devices FY24 Q4

Advanced Micro Devices (NASDAQ:AMD) delivered solid FY24 Q4 results, driven by growth in the Data Center and Client segments. But that Data Center revenue fell short of expectations, raising questions…
Posted inMarket Commentary

Retrospective: Week of 1/27-1/31

Macro Events & News The markets saw a boost this week, driven by continued solid earnings & guidance by megacap names, commentary from the Federal Reserve Chair, and PCE data.…