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AMD Crashes Despite Big Beat, CapEx Almost Triple Expectations

It appears the market is unwilling to reward hyperbolic AI spending... without some signs of ROIC...

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zerohedge.comStai leggendo3 h fa

AMD Crashes Despite Big Beat, CapEx Almost Triple Expectations

AMD beat Q2 earnings ($11.54B, data center +107%) but Q2 CapEx tripled to $808M versus $298M expected. Stock crashed because AI spending lacks ROIC proof—warning for Intel/ARM that aggressive capex requires visible returns, not just product wins.

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lunedì 3 agosto 2026·benzinga.com
AMD Stock in Focus as Prediction Market Weighs Data Center Revenue - Advanced Micro Devices (NASDAQ:AMD)
Advanced Micro Devices, Inc.’s AI-driven data center growth has traders betting on Q2 revenue topping $6 billion.
lunedì 3 agosto 2026·cryptobriefing.com
Advanced Micro Devices prepares for earnings with strong server chip momentum
AMD projects $11.2B in Q2 2026 revenue with server CPU growth exceeding 70% YoY. Here's what it means for AI infrastructure and crypto compute

AMD Crashes Despite Big Beat, CapEx Almost Triple Expectations

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AMD Crashes Despite Big Beat, CapEx Almost Triple Expectations

Timeline cronologica

AMD Stock in Focus as Prediction Market Weighs Data Center Revenue - Advanced Micro Devices (NASDAQ:AMD)

Advanced Micro Devices prepares for earnings with strong server chip momentum

AMD forecasts upbeat revenue on strong AI chip demand, but shares fall on lofty expectations

Advanced Micro Devices heads into earnings with strong momentum

AMD more than doubles its data center revenue, but its stock falls on concerns over rising capex -…

AMD data centre sales double but AI chip giant’s shares sink on lofty expectations

AMD's revenue climbs 50% and data center sales doubled, but the stock is down

Advanced Micro Devices heads into earnings with strong momentum

AMD's AI-powered revenue forecast fails to wow investors

AMD forecasts revenue above estimates on AI chip demand, but shares fall

AMD forecasts upbeat revenue on strong AI chip demand, but shares fall on lofty expectations

AMD Q2 2026 earnings: record revenue as data center sales double

AMD Delivers Double Beat in Q2 as Data Center Revenue More Than Doubles - Advanced Micro Devices (NASDAQ:

AMD's revenue climbs 50% and data center sales doubled, but the stock is down

AMD shares fall 7% after earnings as quarterly capex more than doubles to $808 million

AMD earnings report triggers stock decline despite beating estimates across the board

AMD Crashes Despite Big Beat, CapEx Almost Triple Expectations

AMD's data center revenue doubles to $7B as gaming sales decline

AMD doubles data center revenue year over year, but gaming revenue plunged by 31% — CEO Lisa Su says prices have 'weighed on' consumer…

AMD more than doubles its data center revenue, but its stock falls on concerns over rising capex - SiliconANGLE

AMD's AI engine shifts into higher gear as data center revenue more than doubles, Helios ramps & market is confused - SiliconANGLE

AMD data centre sales double but AI chip giant’s shares sink on lofty expectations