Advanced Micro Devices Inc

CNBC Daily Open: Alphabet capex plans spook investors, while AMD has a brutal day in markets
Technology

CNBC Daily Open: Alphabet capex plans spook investors, while AMD has a brutal day in markets

Signage outside the Google headquarters in Mountain View, California, US, on Tuesday, Feb. 3, 2026. David Paul Morris | Bloomberg | Getty Images Alphabet’s fourth-quarter earnings and revenue beat Wall Street expectations. Its cloud unit dazzled, notching a nearly 48% increase in revenue from a year earlier. The tech giant expects capital expenditure for 2026 […]

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Jim Cramer says the tech sell-off proves why this old investing rule still matters
Technology

Jim Cramer says the tech sell-off proves why this old investing rule still matters

The action on Wall Street this week is a reminder of the importance of portfolio diversification, CNBC’s Jim Cramer said Wednesday, as tech-only portfolios have been getting beaten down during the bout of volatility. “Tech’s a good part of the market, it’s just that many of these stocks suddenly aren’t worth as much as we […]

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Jim Cramer says the software sell-off creates opportunities in stocks outside of tech
Technology

Jim Cramer says the software sell-off creates opportunities in stocks outside of tech

Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Wednesday’s key moments. 1. Stocks were attempting to shake off continued fears that AI disruption could undermine traditional enterprise software companies. Some of the high-multiple names hit hardest in recent sessions, including Club […]

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AMD’s Lisa Su addresses guidance concerns, says demand still accelerating for advanced chips
Technology

AMD’s Lisa Su addresses guidance concerns, says demand still accelerating for advanced chips

Advanced Micro Devices CEO Lisa Su defended the company’s lackluster forecast, telling CNBC on Wednesday that the chipmaker has seen a step up in demand over the last two to three months. Shares tanked 13% Wednesday. “What I would tell you from someone on the inside is AI is accelerating at a pace that I […]

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Wall Street is concerned about AMD’s profitability despite its high spending. Here’s a roundup of worries
World

Wall Street is concerned about AMD’s profitability despite its high spending. Here’s a roundup of worries

Analysts across Wall Street remained largely neutral on Advanced Micro Devices despite its latest earnings beat , citing brewing concerns around the chipmaker’s overall profitability. In its fourth quarter, AMD reported earnings of $1.53 per share, exceeding the $1.32 analysts polled by LSEG had penciled in. The firm’s $10.27 billion revenue also came in above […]

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Stocks making the biggest moves premarket: AMD, Uber, Eli Lilly, Super Micro, Chipotle, Enphase and more
Finance

Stocks making the biggest moves premarket: AMD, Uber, Eli Lilly, Super Micro, Chipotle, Enphase and more

Check out the companies making headlines before the bell. Super Micro Computer — Shares jumped 10% as strong demand for Super Micro’s AI-optimized servers helped fiscal second-quarter results top expectations and prompted the company to raise its annual revenue forecast. Super Micro earned 69 cents per share on an adjusted basis, soundly outpacing the second-quarter […]

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AMD is down 9% after reporting earnings. Here’s why
World

AMD is down 9% after reporting earnings. Here’s why

Chipmaker Advanced Micro Devices (AMD) dropped 9% in early market premarket trading on Wednesday after its first-quarter forecast fell short of some analyst expectations. AMD reported revenue of $10.27 billion for the fourth quarter that topped LSEG consensus estimates of $9.67 billion on Tuesday. The company said it expects $9.8 billion in revenue for the […]

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CNBC Daily Open: UBS posts strong earnings while Novo Nordisk’s U.S. shares crater on slowing growth
Technology

CNBC Daily Open: UBS posts strong earnings while Novo Nordisk’s U.S. shares crater on slowing growth

Sergio Ermotti, CEO of UBS, speaking on CNBC’s Squawk Box at the World Economic Forum in Davos, Switzerland on Jan. 20th, 2026. Oscar Molina | CNBC UBS fourth-quarter profit rose 56% year on year to $1.2 billion, beating expectations. The Swiss bank on Wednesday also announced plans for a $3 billion share buyback in 2026 […]

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CNBC Daily Open: Nvidia denies rift with OpenAI, while software and asset management stocks plunge
Technology

CNBC Daily Open: Nvidia denies rift with OpenAI, while software and asset management stocks plunge

Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada, US, on Tuesday, Jan. 6, 2026. Bridget Bennett | Bloomberg | Getty Images Advanced Micro Devices reported fourth-quarter earnings on Tuesday after the bell. The chipmaker beat Wall Street’s revenue and profit estimates, but shares plunged more […]

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S&P 500 futures are little changed after tech sell-off drags down major averages: Live updates
World

S&P 500 futures are little changed after tech sell-off drags down major averages: Live updates

Traders work on the floor of the New York Stock Exchange (NYSE) in New York, US, on Wednesday, Jan. 28, 2026. Michael Nagle | Bloomberg | Getty Images Futures tied to the S&P 500 were near the flatline Tuesday night after traders’ rotation out of tech names dragged the broad market index to a losing […]

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