AMD’s Critical Earnings Test: Can the AI Hype Translate Into Results?

Advanced Micro Devices (AMD) faces a pivotal moment today as the semiconductor giant prepares to release what market observers consider its most significant quarterly report of the year. Following an extraordinary rally exceeding 90% since January, the company’s third-quarter 2025 performance must validate investor enthusiasm, particularly regarding its artificial intelligence chip segment. The central question remains whether AMD can substantiate its competitive stance against industry leader Nvidia or if the stock’s dramatic surge reflects overoptimism.

Financial experts project robust figures, with consensus estimates pointing to earnings per share of approximately $1.17 on revenue of about $8.76 billion. These projections represent substantial year-over-year growth of 27% in profits and 28% in sales, primarily fueled by expanding data Read more...