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AMD — Ruslan Averin's Analysis · 2 entries

  1. AMD Q2 2026 Results: Revenue $11.5B vs $11.3B, EPS $1.66 vs $1.61, Data Center +107%, Q3 Guide $13B
    ·6 min read

    AMD Q2 2026 Results: Revenue $11.5B vs $11.3B, EPS $1.66 vs $1.61, Data Center +107%, Q3 Guide $13B

    AMD Q2 2026 results: revenue $11.5B vs $11.3B, EPS $1.66 vs $1.61, Data Center $6.7B (+107%), Q3 guide ~$13B. Stock −7.04%, then a record $649.42.

  2. AMD (AMD) Is Up 130% in 2026 — Friday's Pop Was Geopolitics, the Real Story Is the Data Center
    ·3 min read

    AMD (AMD) Is Up 130% in 2026 — Friday's Pop Was Geopolitics, the Real Story Is the Data Center

    AMD rose 4.7% on June 12 as semis rallied on a Trump-Iran breakthrough — but the durable story is a data-center segment up 57% YoY and a BofA target of $560.