WS #13460
Holding: newest synthesis is 97d 6h old
AMD beats Q2 but guidance underwhelms, stock falls ~8-9% on margin concerns and tight server CPU supply, dragging AI chip sentiment. SpaceX beats revenue but AI capex soars to $15.8B quarterly, sending stock down ~12% and raising concerns about cash burn and valuation.
AMD guidance disappoints
AMD beats Q2 but guidance underwhelms, stock falls ~8-9% on margin concerns and tight server CPU supply, dragging AI chip sentiment.
SpaceX beats revenue but AI capex soars to $15.8B quarterly, sending stock down ~12% and raising concerns about cash burn and valuation.