This week, chip giants are stepping into the spotlight. ARM Holdings(ARM), Qualcomm(QCOM), Super Micro Computer(SMCI), and Advanced Micro Devices(AMD) are all set to release earnings. Who’s your top pick? Share your prediction in the comments below!💡 Earnings Highlights $Advanced Micro Devices(AMD)$ (After market close on Nov 4)Analysts expect Q3 FY2025 revenue of $8.74 billion (+28% YoY) and EPS of $1.16.Key focus: Will MI300 GPU shipments hit 250,000 units? How will the OpenAI compute partnership ramp up, and can AMD further expand its AI PC footprint?If data center revenue surpasses 45% of total, it could validate AMD’s long-term AI substitution thesis. $SUPER MICRO COMPUTER INC(SMCI)$ (After market clo
SMCI, ALAB, NVTS Plunge; Nvidia Below $200: Is QCOM Next?
Navitas Semiconductor Corporation Reports Q3 Revenue $10.1M, vs. FactSet Est of $10.0M. Stock lost 14% post earnings. Super Micro Computer reported weaker-than-expected results for the fiscal first quarter. The stock plummeted in extended trading even though the company issued preliminary results last month. Astera Labs Q3 Revenue Surges 104% to $230.6 Million, but Q4 GAAP EPS Guidance Falls Short of Expectations Nvidia lost 4% yesterday, stock below $200. 1. How long will semi crash last? 2. Will QCOM follow the post earnings drop trend?
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