# @benzinga on YouTube - **Type:** Video - **Original URL:** https://youtube.com/watch?v=96rInYvqrdc - **Gondola URL:** https://gondola.cc/posts/68664219-benzinga-youtube - **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/fd0162bfd5.jpg - **Posted:** 2026-08-05T16:17:11.000+00:00 - **Account Owner:** Benzinga | News That Moves (@benzinga) โ€” https://gondola.cc/benzinga ## Caption AMD is under sharp pressure Wednesday despite delivering a second-quarter earnings beat that would normally be enough to send the stock higher. The chipmaker reported revenue of 11.54 billion dollars, topping the Wall Street estimate of 11.28 billion, but shares fell as much as 9 percent in pre-market trading before settling around 485 dollars, down roughly 6 percent. Much of the market's disappointment centered on forward guidance, particularly expectations for Helios, AMD's upcoming rack-scale AI platform. Futurum Group CEO Daniel Newman said the results themselves "were good," but noted that investors were hoping for a "blowout guide driven by Helios." The reaction was also shaped by Intel's surprisingly strong quarterly report the previous session, which raised the bar for the entire semiconductor sector. Capital expenditures rose sharply to 808 million dollars during the quarter, up from 282 million a year earlier and 389 million in the first quarter, reflecting AMD's aggressive push into AI infrastructure. Bernstein analyst Stacy Rasgon, who maintains an Outperform rating and a 600 dollar price target on the stock, said AMD delivered a solid quarter and pointed to accelerating data center growth in the second half of the year. Rasgon added that the AI chip market remains large enough for AMD to grow alongside NVIDIA, and that server CPU demand remains exceptionally strong, with customers buying as much supply as vendors can deliver. #AMD #Semiconductors #Earnings ๐ŸŒ Find more market-moving insights at https://www.benzinga.com โ€” your one-stop destination for the latest financial news, data, and expert analysis to stay ahead of the markets. ๐Ÿ–ฅ๏ธ Want the same tools the pros useโ€”without the $10K Bloomberg terminal? Benzinga Edge gives you real-time portfolio alerts, weekly stock picks, and pro-grade research in one command center. ๐Ÿ‘‰ https://bit.ly/4unSKiB ------------------------------------------------------------------------------------ ๐Ÿ“ฒ Follow us on socials @benzinga ๐Ÿ”” Subscribe To The Channel: https://www.youtube.com/@Benzinga ------------------------------------------------------------------------------------ โš ๏ธ Disclaimer: Investing in financial markets carries risk, and there are no guaranteed returns. All information is for educational purposes only and should not be taken as financial advice. Always do your own research and speak with a qualified financial advisor before making investment decisions. Only invest what you can afford to lose. Past performance does not guarantee future outcomes. ## Stats - **Views:** 455 - **Likes:** 4 - **Shares:** 0 - **Comments:** 0 ## Tags earnings, amd, semiconductors --- Copyright (c) Gondola