2026 Q1 -tulosraportti
80 päivää sitten
‧1 t 3 min
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Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 4.8. |
| Menneet tapahtumat | ||
|---|---|---|
Vuosittainen yhtiökokous 2026 13.5. | ||
2026 Q1 -tulosraportti 5.5. | ||
2025 Q4 -tulosraportti 3.2. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 5.8.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
6 t sittenFor an AMD investor, some important takeaways from Intel's earnings remarks: AI demand remains exceptionally strong. CEO Lip-Bu Tan said AI is driving "unprecedented demand for compute," with demand extending across CPUs, ASICs, advanced packaging, and foundry services. That's bullish for AMD's data center business. Server CPU demand is accelerating. Intel's Data Center & AI business grew 59% yoy, driven by Xeon demand for AI infrastructure. Even if Intel wins some business, it suggests the total CPU market supporting AI clusters is expanding rapidly. Intel is back in the fight. Tan was explicit that Intel intends to "leapfrog" AMD and Arm over time through better execution and product competitiveness. AMD should expect a stronger competitor than in recent years. So AMD is going after NVIDIA, and Intel is going after AMD. We will see what will happen, looking forward to seeings AMD earnings.3 t sittenYes, of course there's room for many players in both the GPU and CPU markets. But being the best at something is still a worthwhile goal for AMD, and with its Helios rack, the company is now truly challenging Nvidia. My expectations for AMD are sky high. 🥹
20 t sitten · MuokattuSo apparently it took Intel earnings for the days losses to be recouped in the aftermarket. Just shows how clueless Wall street is. I honestly don’t think the majority even know what they are doing. That combined with the algoritmic and machine trading that happens automatically, the markets these days are completely irrational. That’s why most actively managed funds underperform the S&P500 year after year. They think they know what they are doing but actually they are trying to hard and doing to much.
I also read in many headlines that there is wildly much FEAR than there should be, as the numbers support the growth, several also believe that S&P needs a correction. But that goog spends so much money that they go negative cash flow, also just creates fear.
·1 päivä sittenIt always hurts a little to look in here. Bought at 18 dollars when I saw rumors that something was going on with the first generation Ryzen and sold out at 80 dollars when I was going to buy a new home.1 päivä sitten · MuokattuI would be very happy with a home! It’s a place you can make memories in. So you should not have any regrets really. You were several hundred percent in profit, no one can time the top accurately every time.
2 päivää sitten«AMD and Anthropic Announce Strategic Partnership to Deploy Up to 2 Gigawatts of AMD Instinct MI450 Series GPUs Anthropic to deploy up to 2 gigawatts of MI450 Series GPUs in AMD Helios rack-scale solutions, with deployment of the first gigawatt beginning in the first half of 2027 The companies will collaborate to use Claude to optimize workloads for AMD Instinct GPUs and accelerate AMD ROCm development, and AMD will broadly adopt Claude across its engineering and product development teams. AMD has committed to make a strategic equity investment of up to $5 billion in Anthropic» https://ir.amd.com/news-events/press-releases/detail/1292/amd-and-anthropic-announce-strategic-partnership-to-deploy-up-to-2-gigawatts-of-amd-instinct-mi450-series-gpus
1 päivä sittenIsn't this again the same maneuver AI companies are doing: money transfer from left pocket to your right pocket? AMD invest in Anthropic which then uses the money to buy from AMD. This of course inflates revenue but is not really generating more cash for shareholders. Claude collaboration does have a positive impact to usability of the products, that is easy to see.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q1 -tulosraportti
80 päivää sitten
‧1 t 3 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 6 t sittenFor an AMD investor, some important takeaways from Intel's earnings remarks: AI demand remains exceptionally strong. CEO Lip-Bu Tan said AI is driving "unprecedented demand for compute," with demand extending across CPUs, ASICs, advanced packaging, and foundry services. That's bullish for AMD's data center business. Server CPU demand is accelerating. Intel's Data Center & AI business grew 59% yoy, driven by Xeon demand for AI infrastructure. Even if Intel wins some business, it suggests the total CPU market supporting AI clusters is expanding rapidly. Intel is back in the fight. Tan was explicit that Intel intends to "leapfrog" AMD and Arm over time through better execution and product competitiveness. AMD should expect a stronger competitor than in recent years. So AMD is going after NVIDIA, and Intel is going after AMD. We will see what will happen, looking forward to seeings AMD earnings.3 t sittenYes, of course there's room for many players in both the GPU and CPU markets. But being the best at something is still a worthwhile goal for AMD, and with its Helios rack, the company is now truly challenging Nvidia. My expectations for AMD are sky high. 🥹
- 20 t sitten · MuokattuSo apparently it took Intel earnings for the days losses to be recouped in the aftermarket. Just shows how clueless Wall street is. I honestly don’t think the majority even know what they are doing. That combined with the algoritmic and machine trading that happens automatically, the markets these days are completely irrational. That’s why most actively managed funds underperform the S&P500 year after year. They think they know what they are doing but actually they are trying to hard and doing to much.I also read in many headlines that there is wildly much FEAR than there should be, as the numbers support the growth, several also believe that S&P needs a correction. But that goog spends so much money that they go negative cash flow, also just creates fear.
- ·1 päivä sittenIt always hurts a little to look in here. Bought at 18 dollars when I saw rumors that something was going on with the first generation Ryzen and sold out at 80 dollars when I was going to buy a new home.1 päivä sitten · MuokattuI would be very happy with a home! It’s a place you can make memories in. So you should not have any regrets really. You were several hundred percent in profit, no one can time the top accurately every time.
- 2 päivää sitten«AMD and Anthropic Announce Strategic Partnership to Deploy Up to 2 Gigawatts of AMD Instinct MI450 Series GPUs Anthropic to deploy up to 2 gigawatts of MI450 Series GPUs in AMD Helios rack-scale solutions, with deployment of the first gigawatt beginning in the first half of 2027 The companies will collaborate to use Claude to optimize workloads for AMD Instinct GPUs and accelerate AMD ROCm development, and AMD will broadly adopt Claude across its engineering and product development teams. AMD has committed to make a strategic equity investment of up to $5 billion in Anthropic» https://ir.amd.com/news-events/press-releases/detail/1292/amd-and-anthropic-announce-strategic-partnership-to-deploy-up-to-2-gigawatts-of-amd-instinct-mi450-series-gpus1 päivä sittenIsn't this again the same maneuver AI companies are doing: money transfer from left pocket to your right pocket? AMD invest in Anthropic which then uses the money to buy from AMD. This of course inflates revenue but is not really generating more cash for shareholders. Claude collaboration does have a positive impact to usability of the products, that is easy to see.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 4.8. |
| Menneet tapahtumat | ||
|---|---|---|
Vuosittainen yhtiökokous 2026 13.5. | ||
2026 Q1 -tulosraportti 5.5. | ||
2025 Q4 -tulosraportti 3.2. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 5.8.2025 |
2026 Q1 -tulosraportti
80 päivää sitten
‧1 t 3 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 4.8. |
| Menneet tapahtumat | ||
|---|---|---|
Vuosittainen yhtiökokous 2026 13.5. | ||
2026 Q1 -tulosraportti 5.5. | ||
2025 Q4 -tulosraportti 3.2. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 5.8.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 6 t sittenFor an AMD investor, some important takeaways from Intel's earnings remarks: AI demand remains exceptionally strong. CEO Lip-Bu Tan said AI is driving "unprecedented demand for compute," with demand extending across CPUs, ASICs, advanced packaging, and foundry services. That's bullish for AMD's data center business. Server CPU demand is accelerating. Intel's Data Center & AI business grew 59% yoy, driven by Xeon demand for AI infrastructure. Even if Intel wins some business, it suggests the total CPU market supporting AI clusters is expanding rapidly. Intel is back in the fight. Tan was explicit that Intel intends to "leapfrog" AMD and Arm over time through better execution and product competitiveness. AMD should expect a stronger competitor than in recent years. So AMD is going after NVIDIA, and Intel is going after AMD. We will see what will happen, looking forward to seeings AMD earnings.3 t sittenYes, of course there's room for many players in both the GPU and CPU markets. But being the best at something is still a worthwhile goal for AMD, and with its Helios rack, the company is now truly challenging Nvidia. My expectations for AMD are sky high. 🥹
- 20 t sitten · MuokattuSo apparently it took Intel earnings for the days losses to be recouped in the aftermarket. Just shows how clueless Wall street is. I honestly don’t think the majority even know what they are doing. That combined with the algoritmic and machine trading that happens automatically, the markets these days are completely irrational. That’s why most actively managed funds underperform the S&P500 year after year. They think they know what they are doing but actually they are trying to hard and doing to much.I also read in many headlines that there is wildly much FEAR than there should be, as the numbers support the growth, several also believe that S&P needs a correction. But that goog spends so much money that they go negative cash flow, also just creates fear.
- ·1 päivä sittenIt always hurts a little to look in here. Bought at 18 dollars when I saw rumors that something was going on with the first generation Ryzen and sold out at 80 dollars when I was going to buy a new home.1 päivä sitten · MuokattuI would be very happy with a home! It’s a place you can make memories in. So you should not have any regrets really. You were several hundred percent in profit, no one can time the top accurately every time.
- 2 päivää sitten«AMD and Anthropic Announce Strategic Partnership to Deploy Up to 2 Gigawatts of AMD Instinct MI450 Series GPUs Anthropic to deploy up to 2 gigawatts of MI450 Series GPUs in AMD Helios rack-scale solutions, with deployment of the first gigawatt beginning in the first half of 2027 The companies will collaborate to use Claude to optimize workloads for AMD Instinct GPUs and accelerate AMD ROCm development, and AMD will broadly adopt Claude across its engineering and product development teams. AMD has committed to make a strategic equity investment of up to $5 billion in Anthropic» https://ir.amd.com/news-events/press-releases/detail/1292/amd-and-anthropic-announce-strategic-partnership-to-deploy-up-to-2-gigawatts-of-amd-instinct-mi450-series-gpus1 päivä sittenIsn't this again the same maneuver AI companies are doing: money transfer from left pocket to your right pocket? AMD invest in Anthropic which then uses the money to buy from AMD. This of course inflates revenue but is not really generating more cash for shareholders. Claude collaboration does have a positive impact to usability of the products, that is easy to see.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt