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With AMD's stock declining from poor Q4 guidance, do you think INTC will do better?
On the 29th, after the market closed, $アドバンスト・マイクロ・デバイシズ (AMD.US)$ released its earnings report. Despite achieving record highs in total rev もっと見る
On the 29th, after the market closed, $アドバンスト・マイクロ・デバイシズ (AMD.US)$ released its earnings report. Despite achieving record highs in total revenue and data center revenue for the third quarter, the midpoint of its revenue guidance for the fourth quarter fell slightly short of market expectations.
Analysts noted that supply chain constraints prevented AMD from meeting the huge AI chip demand from customers. Currently, $アドバンスト・マイクロ・デバイシズ (AMD.US)$ competes with Intel $インテル (INTC.US)$ in the CPU market and with  $エヌビディア (NVDA.US)$ in the GPU market.
Based on AMD's latest earnings report, which company do you think is the wiser investment choice compared to INTC?
🎙️Discussion
1.Is AMD's weaker-than-expected outlook a reflection of the trend across the semiconductor sector, or will Intel's results impress investors?
2.What do you expect from the remaining semiconductor companies that have yet to turn in their quarterly results?
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