AMD, Intel and NVIDIA Rally as Super Micro's Blowout Numbers Reignite AI Trade

Earnings Impact 4
โดย Insider Monkey·US·Read original
Summary · why it matters

Advanced Micro Devices, Intel and NVIDIA all closed higher on August 12 after Super Micro Computer's blowout earnings report reignited the AI trade. Super Micro reported fiscal fourth-quarter non-GAAP earnings per share of $1.70, up 139% from analyst projections, and more than $60 billion in new orders during the quarter, up over 50% from $39 billion six weeks prior. Its non-GAAP gross margin more than doubled to 17.6% from a previously forecast 8.2%-8.4% range. AMD rose 1.8% to $483, Intel gained 3.3% to $101, and NVIDIA advanced 3% to $224, as the server maker's order surge validated demand for AI infrastructure across the chip supply chain.

Impact on stocks 4

Artificial Intelligence▲ · 3 stocks
Advanced Micro Devices Inc
AMD
▲ PositiveDemandrelevance

Super Micro's order surge validates AI infrastructure demand, benefiting AMD as a chip supplier.

NVIDIA Corporation
NVDA
▲ PositiveDemandrelevance

Super Micro's order surge validates AI infrastructure demand, benefiting NVIDIA as a chip supplier.

Semiconductors▲ · 1 stocks
Intel Corporation
INTC
▲ PositiveDemandrelevance

Super Micro's order surge validates AI infrastructure demand, benefiting Intel as a chip supplier.

Theme Impact 5

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