AMD Guides Third Quarter 2026 Revenue to $13 Billion, Up 13 Percent From Second Quarter 2026
AMD reported record Q2 2026 revenue of $11.5 billion, GAAP gross margin of 54% and diluted EPS of $1.38, and projects Q3 revenue around $13 billion.
AMD Fiscal 2025 10-K Adds New Export Control Risks
AMD reports new risks related to export controls, increased competition from Chinese companies, and potential issues with operations in Taiwan.
Broadcom Guides Fourth Quarter Fiscal Year 2026 Revenue to $34.8 Billion, Up 18 Percent From Third Quarter Fiscal Year 2026
Broadcom reported $29.6B revenue and $3.32 EPS in Q3, and guided $34.8B revenue for Q4, up from $29.4B guidance in Q3.
Broadcom Fiscal 2025 10-K Adds New AI Demand Risks
Broadcom now highlights increased AI demand, rising memory prices, and geopolitical tensions between China and Taiwan as potential risks for…
Chip and AI Infrastructure Announcements, October 29, 2026
Two press releases from the past day on chips, memory, chipmaking tools and AI infrastructure, grouped by theme. Each group links to the original…
Marvell Guides Third Quarter of Fiscal 2027 Revenue to $3.15 Billion, Up 15 Percent From Second Quarter of Fiscal Year 2027
Marvell reported $2.74 billion in revenue for Second Quarter of Fiscal Year 2027 and guided Third Quarter of Fiscal 2027 to $2.99 billion to $3.31…
NVIDIA Guides Fiscal Q3 2027 Revenue to $108 Billion, Up 12 Percent From Fiscal Q2 2027
NVIDIA reported $96.2 billion revenue, 75.0% non‑GAAP gross margin and $2.22 EPS, and projects $108.0 billion revenue with 74.0% margin for Q3 FY27.
NVIDIA Fiscal 2026 10-K Adds New Export Control Risks
NVIDIA has added a passage on potential export controls affecting its business operations in China and Taiwan, as well as concerns over AI demand…
DUV, HBM and the Entity List: Why 2026's Biggest Tech Mispricings Were Vocabulary Problems
A surprising share of this year's sharpest market moves came down to readers and traders using the same word for two different things. Not modelling…
Green Day After a Rough Week
Checked the portfolio app before I'd even had coffee. +5.55% on the day, account back over 10.9K. Felt good for about ten seconds before the other…
Things That Didn't Fit Elsewhere
Some links wait around for a home that never comes. Rather than let them expire in a browser tab, here they are together — a spread with no argument…
What We've Been Covering: From Forward Deployed Engineers to WiFi Physics
A running list of recent explainers worth revisiting, spanning AI hiring trends, market sentiment gauges, semiconductor competitive positioning, and…