{"id":26371,"date":"2026-08-05T20:26:05","date_gmt":"2026-08-05T15:26:05","guid":{"rendered":"https:\/\/pakjazbo.com\/?p=26371"},"modified":"2026-08-05T20:26:08","modified_gmt":"2026-08-05T15:26:08","slug":"amd-falls-as-investors-seek-bigger-ai-payoff","status":"publish","type":"post","link":"https:\/\/pakjazbo.com\/?p=26371","title":{"rendered":"AMD falls as investors seek bigger AI payoff"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><strong>Advanced Micro Devices(AMD) shares fell premarket on Wednesday as the chipmaker\u2019s revenue \u200cforecast failed to impress investors seeking clearer signs that a multibillion-dollar AI spending boom will translate into faster growth.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">SpaceX\u2019s decision to build its computing infrastructure exclusively on rival Nvidia chips dealt \u200banother blow to the stock, which was last down 8.8% at $473, \u200bset to shave more than $74 billion off its market value.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The decline underscores the \u2060elevated expectations AMD faces, and serves as a reminder that winning high-profile customers \u200bremains critical as it seeks to boost its competitive position against Nvidia \u200band Intel.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201cWe suspect expectations had moved higher following Intel\u2019s results a couple of weeks ago, and the buyside already has a fairly bullish outlook,\u201d said Stacy Rasgon, analyst \u200bat Bernstein.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">SpaceX CEO Elon Musk said Nvidia\u2019s Vera Rubin was \u201cthe best architecture\u201d. Shares of \u200bthe AI bellwether gained 1.9% in premarket trading.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Santa Clara, California-based AMD forecast third-quarter revenue \u200cof \u2060about $13 billion, plus or minus $300 million, above analysts\u2019 estimates of $12.52 billion, according to data compiled by LSEG.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Analysts at TD Cowen said AMD stock was facing a \u201cvery high bar\u201d following recent AI-related customer announcements and the sharp rally \u200bin the shares, \u200bdespite \u201cobjectively good\u201d results \u2060and forecast.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Last month, the company signed deals with Anthropic and Core Scientific to bolster its AI infrastructure ambitions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AMD\u2019s stock has more \u200bthan doubled this year on expectations that the company will \u200bemerge as \u2060the leading alternative to Nvidia in AI chips, raising the ante for quarterly results.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Chief Executive Lisa Su said AMD expects data-center revenue to more than double by \u20602027 and \u200bprojected total revenue growth above its previously \u200boutlined target of more than 35%. AMD\u2019s data-center revenue more than doubled to $6.72 billion, topping \u200bexpectations.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Advanced Micro Devices(AMD) shares fell premarket on Wednesday as the chipmaker\u2019s revenue \u200cforecast failed to impress investors seeking clearer signs that a multibillion-dollar AI spending boom will translate into faster growth. SpaceX\u2019s decision to build its computing infrastructure exclusively on rival Nvidia chips dealt \u200banother blow to the stock, which was last down 8.8% at [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":26372,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"pagelayer_contact_templates":[],"_pagelayer_content":"","inline_featured_image":false,"rop_custom_images_group":[],"rop_custom_messages_group":[],"rop_publish_now":"no","rop_publish_now_accounts":{"facebook_3859443944190656_798604363342440":""},"rop_publish_now_history":[{"account":"facebook_3859443944190656_798604363342440","service":"facebook","timestamp":1785943597,"status":"success"}],"rop_publish_now_status":"done","footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[61],"tags":[],"class_list":["post-26371","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-amazing"],"jetpack_publicize_connections":[],"_links":{"self":[{"href":"https:\/\/pakjazbo.com\/index.php?rest_route=\/wp\/v2\/posts\/26371","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/pakjazbo.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/pakjazbo.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/pakjazbo.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/pakjazbo.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=26371"}],"version-history":[{"count":1,"href":"https:\/\/pakjazbo.com\/index.php?rest_route=\/wp\/v2\/posts\/26371\/revisions"}],"predecessor-version":[{"id":26373,"href":"https:\/\/pakjazbo.com\/index.php?rest_route=\/wp\/v2\/posts\/26371\/revisions\/26373"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/pakjazbo.com\/index.php?rest_route=\/wp\/v2\/media\/26372"}],"wp:attachment":[{"href":"https:\/\/pakjazbo.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=26371"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/pakjazbo.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=26371"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/pakjazbo.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=26371"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}