AMD Stock's Next AI Test Is Bigger Than the Earnings Beat
AMD stock rallied after Q1 earnings. The next test is whether EPYC, Instinct, Pensando and ROCm can become a durable AI infrastructure stack.
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AMD stock rallied after Q1 earnings. The next test is whether EPYC, Instinct, Pensando and ROCm can become a durable AI infrastructure stack.
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AMD Q1 2026 earnings analysis: revenue $10.3B, EPS $1.37, Data Center +57%, record free cash flow and Q2 guide of $11.2B.
Broadcom stock analysis after Google, Anthropic and Meta AI chip deals. Q1 revenue $19.3B, AI revenue $8.4B, Q2 guide $22B, and the June 3 earnings test.
Palantir Q1 2026: Revenue $1.63B (beat $1.54B est), Adj EPS $0.33 (beat $0.24), US Commercial +130% YoY, FY26 guide $7.64B. We explain the numbers — and why PLTR is only up 2%.
Anthropic's reported $200B Google commitment, Alphabet's $460B cloud backlog, and the market-cap gap with Nvidia explain the No. 1 call.
Tesla reports Q1 2026 earnings tonight. Wall Street does not want another Model Y trim — it wants the sub-$30,000 vehicle Musk promised at Battery Day 2020. Here's why tonight's call is really about one car.
Palantir wins a $300M BPA from USDA to build 'One Farmer, One File.' Here's the deal, the politics, and what it means for PLTR at $145.97.
EchoStar (SATS) has rallied 543% in 12 months on its $17B SpaceX spectrum deal. Here's whether the backdoor IPO bet still works at $135.
Marvell Technology (MRVL) closed Monday at $147.84, up 5.8% on Google AI chip talks. 84% YTD rally, Nvidia $2B deal, seven analyst upgrades.
Strategy (MSTR) bought 34,164 BTC for $2.54B at $74,395 avg. Total 815,061 BTC — now larger than BlackRock IBIT. Mechanics, STRC, BTC Yield.
Tesla reports Wednesday 5:30 PM ET. $400 close, 358K deliveries, 50K inventory overhang, robotaxi in three cities. What actually moves the stock.
Iran reclosed Hormuz and the US seized Iran-flagged Touska. Oil near $88. Here is what it actually does to Apple, NVIDIA, Microsoft, and the AI tape.
GE Vernova and Vertiv both report Q1 earnings Wednesday — the cleanest same-day read on the AI capex cycle. Pair-trade logic, risks, and what to watch.