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195 days

Opinion: AMD stops giving AI-chip revenue forecast. History says that’s not a great sign. - MarketWatch

1. AMD did not disclose specific AI chip revenue, alarming investors. 2. Recent total data-center revenue was $3.9 billion, below expectations. 3. Future AI GPU revenue growth projected but lacks precise guidance. 4. AMD's upcoming MI350 chip launch is being accelerated to this year. 5. AMD shares fell 9% post-earnings report, reflecting investor concerns.

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FAQ

Why Bearish?

Lack of guidance often leads to investor anxiety, similar to Apple’s history.

How important is it?

AMD's earnings report significantly affects performance expectations and investor sentiment.

Why Short Term?

Immediate selling pressure expected, will stabilize as guidance improves over time.

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