[U.S. Stocks Investment Guide] AI Computing Power Earnings Season: AMD, Intel, and SMCI Report Together—Who Will Dominate AI Computing?
- AMD Q2 2026: Earnings Beat Expectations, So Why Did the Stock Drop Nearly 9%? — Data center revenue doubled, and Q3 guidance exceeded expectations, yet AMD's stock price still plummeted. What is the market worried about? Understand AMD's true situation by analyzing the earnings data and after-hours reaction.
- Intel's $20 Billion Fundraising: The Cost of AI Capital Expenditure — Earnings beat expectations, but the company simultaneously announced a $20 billion secondary stock offering. The market voted with its feet, causing Intel's stock to plunge. As the AI race requires burning more cash, are shareholders willing to foot the bill?
- SMCI Q4 FY2026: How Strong Is the Real Demand for AI Servers? — Super Micro Computer's earnings report is about to be revealed. AI server orders, profit margin trends, and stock price reactions—as a downstream supplier to NVIDIA and AMD, SMCI's performance is a key indicator for verifying the authenticity of AI computing power demand.
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Amazon Earnings Date: When Does Amazon Report Earnings? Time, Results History and Stock Reaction
Amazon will report its Q3 2026 results (July–September 2026) after the US market closes on Thursday, October 29, 2026. The earnings call starts at 5:00 p.m. ET (2:00 p.m. PT), which is 5:00 a.m. Beiji
Microsoft Earnings Date: When Does Microsoft Report Earnings? Time, Results History and Stock Reaction
Microsoft will report its Q1 fiscal 2027 results (July–September 2026) after the US market closes on Wednesday, October 28, 2026. The earnings call webcast starts at 5:30 p.m. ET (2:30 p.m. PT), which
US Stocks Weekly on October.17-22 | Nasdaq Plunges 2.6% in One Day, Goldman Says AI Capex Is About Half of S&P 500 Earnings Growth
Weekly Market RecapThursday's selling centered on AI and the chip supply chain. Chip equipment maker Lam Research (LRCX) said on its earnings call that supply chain limits kept its revenue guidance fr
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