AMD earnings are on deck, and investors need reassurance about AI - MarketWatch
1. AMD's AI revenue expectations downgraded to $7 billion from $10 billion. 2. Analysts suggest limited data-center portfolio competitiveness versus Nvidia. 3. Buy-side MI300 expectations have decreased, impacting AMD's outlook. 4. Tariff impacts could help AMD's 2024 Q4 results but pose longer-term risks. 5. AMD shares down 29% since last earnings report, raising sentiment concerns.