AMD’s data center revenue reached $8.55 billion in the third quarter of 2026, up 97% year over year; Intel’s revenue guidance for the next quarter came in below expectations.
AMD’s total revenue for the quarter was $13.38 billion, up 45% year over year. The Philadelphia Semiconductor Index rose 2.63%, while Intel had previously suffered a one-day drop of 29%. As semiconductor stocks rebounded, Intel continued to face pressure from its below-expectations revenue guidance.
Whether Intel’s actual revenue improves next quarter, and whether its performance can keep pace as the industry strengthens, are key points to watch.
AMD’s total revenue for the quarter was $13.38 billion, up 45% year over year. The Philadelphia Semiconductor Index rose 2.63%, while Intel had previously suffered a one-day drop of 29%. As semiconductor stocks rebounded, Intel continued to face pressure from its below-expectations revenue guidance.
Whether Intel’s actual revenue improves next quarter, and whether its performance can keep pace as the industry strengthens, are key points to watch.