
Advanced Micro Devices Inc
Analysis Terminal
Aggregated from brotherhood trade streams
"Investor sentiment for AMD appears positive, with Stanley Druckenmiller holding Taiwan Semiconductor based on expectations of growing chip demand from companies like AMD. Additionally, AMD has been recognized as a 'Strong Buy' stock by Zacks Rank, indicating a positive analyst rating."
Asset Intelligence
Mark Zuckerberg tells investors why Meta is selling compute and still buying more — as capex guidance rises to $130B
The Meta founder is looking to have his cake and eat it too by acquiring short-term revenue from compute, while playing the long game.
How Patience Re-Prices Marvell Technology Stock
The sticker price on this AI chip designer looks steep, but the real question is what you are paying for the earnings that are still on their way.
Palantir Technologies Earnings Buoy Wall Street Pre-Bell; Asia Mixed, Europe Up
Wall Street futures pointed moderately higher pre-bell Tuesday after software giant Palantir Technol
Stanley Druckenmiller Holds Taiwan Semiconductor After Its Q2 Beat, Betting Chip Demand From Nvidia and AMD Keeps Growing
Druckenmiller said he sees "massive disruption" ahead for the chip industry.
New Strong Buy Stocks for August 4th
CTXAY, PICS, SLDE, AMD and RS have been added to the Zacks Rank #1 (Strong Buy) List on August 4th, 2026.
Nasdaq, S&P 500 Futures Climb As Wall Street Awaits AMD, SpaceX Earnings After Palantir Rally: Why SNAP, AMZN, SNDK, LCID, SLS, ASTS Are In Focus
Retail traders remain wary. Sentiment on Stocktwits shows they remain ‘bearish’ on SPY and QQQ.
SpaceX’s First Earnings Offer a Chance to Reverse Stock’s Plunge
(Bloomberg) -- SpaceX’s first earnings report following its blockbuster initial public offering is one of the most anticipated events of the summer on Wall Street. Whether it’ll give investors a reason to buy the sinking stock is another matter.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders Advising NYC’
Palantir's ‘Rule Of 40’ Score Hit 155% — Here's The Math And Why It Matters For Software Valuations
The metric adds a company’s year-over-year revenue growth rate to its profit margin and is most commonly applied to enterprise software and SaaS companies.
AMD Stock Jumps Overnight Ahead Of Q2 Print — Citigroup Loads Up, Analyst Sees Over 40% Upside On ‘Clean’ Quarter
Benchmark expects a “clean, essentially in-line quarter,” forecasting $11.28 billion in revenue and non-GAAP earnings of $1.63 per share.
For Micron Stock, The Growth That Justifies The Price Has To Arrive
The memory chip maker looks pricey today, but a steep discount appears on future earnings if you believe the AI-driven demand story.
Own The AI Boom? NVIDIA's Story vs. Micron's Contracts
NVIDIA offers a bet on relentless innovation to justify its price, but Micron locked in its future with long-term contracts, creating a starkly different, and arguably safer, way to own the same demand.
S&P500, Nasdaq End Higher, Dow Hits Record High On Strong Mag 7 Performance And Falling Oil Prices — BA, XOM, CVX, HOOD, AMD In Focus
International Brent crude futures fell 4.73% to end at $83.77 a barrel after Trump canceled plans to attack Iran.
Tech stocks rally to kick off August. Can chipmakers keep up with demand?
US stocks (^DJI, ^IXIC, ^GSPC) surge ahead to close out the first trading day of August with daily gains, the Nasdaq Composite rising by 2.13%. Cboe senior vice president JJ Kinahan joins Josh Lipton to assess the day's rise in the tech sector as key chipmakers like AMD (AMD) prepare to release earnings this week. Kinahan is also Cboe's head of retail expansion and alternative investment products.
Citi Has a Bullish Message for AMD Stock Investors
AMD stock gets a Wall Street vote of confidence
Update: Dow Hits Record High as Oil Prices Slide on Iran Deal Hopes
(Updates with market moves at the end of the day, and other changes, if any.) The Dow Jones Indus
Integrity Notice
TWB Intelligence is provided for mastery education only. Market data is sourced via institutional nodes and may contain inaccuracies. Trade with discipline.