The roles are reversed? AMD soars after earnings, while Intel tanks
Honestly, it’s a little bittersweet. The little sidekick that used to trail behind Intel just released its Q3 2026 earnings report and completely upstaged the big brother
Revenue totaled $13.38 billion, up 45% year over year. Adjusted earnings per share came in at $2.09, up 74%. Both beat expectations
The most impressive part was data center revenue: $8.55 billion, a massive 97% jump, now accounting for nearly 64% of total revenue
So here’s the question: both companies are growing, so why are their stock prices worlds apart?
Put simply, the playing field has changed. AMD used to compete with Intel for CPU market share. But now we’re in the age of computing power, and GPUs are worth far more than CPUs. AMD is now going up against Nvidia, competing for a slice of the AI-computing pie. The growth potential is on a completely different scale
Intel took another hit, too. Its revenue guidance for next quarter came in below expectations—and that was the final straw that really dragged down the stock
My take? AMD’s earnings are good, but solid rather than spectacular. The good news was already priced in. After Intel’s 60% pullback, it may actually be a better long-term play. I’d build a position in stages rather than rush in all at once!
When the US market opens tonight, I’ll be heading in with the Krabby Patty crew, ready to trade on the fly~
#美国中期选举：市场有哪些期待？ #美国10月非农出炉：降息还有戏吗？
Honestly, it’s a little bittersweet. The little sidekick that used to trail behind Intel just released its Q3 2026 earnings report and completely upstaged the big brother
Revenue totaled $13.38 billion, up 45% year over year. Adjusted earnings per share came in at $2.09, up 74%. Both beat expectations
The most impressive part was data center revenue: $8.55 billion, a massive 97% jump, now accounting for nearly 64% of total revenue
So here’s the question: both companies are growing, so why are their stock prices worlds apart?
Put simply, the playing field has changed. AMD used to compete with Intel for CPU market share. But now we’re in the age of computing power, and GPUs are worth far more than CPUs. AMD is now going up against Nvidia, competing for a slice of the AI-computing pie. The growth potential is on a completely different scale
Intel took another hit, too. Its revenue guidance for next quarter came in below expectations—and that was the final straw that really dragged down the stock
My take? AMD’s earnings are good, but solid rather than spectacular. The good news was already priced in. After Intel’s 60% pullback, it may actually be a better long-term play. I’d build a position in stages rather than rush in all at once!
When the US market opens tonight, I’ll be heading in with the Krabby Patty crew, ready to trade on the fly~
#美国中期选举：市场有哪些期待？ #美国10月非农出炉：降息还有戏吗？
