PrimeXBT Insights: AI Shares After Earnings. What AMD, Palantir, Super Micro and Intel Reveal
AMD, Palantir, Super Micro, and Intel reported earnings, with AMD, Palantir, and Super Micro showing revenue growth of 45% or more, while Intel grew 21% but fell 28.6% due to weak guidance. AMD's data centre sales surged 97%, and Palantir's US commercial revenue rose 148%. Super Micro's revenue grew 298%, and Intel's data centre and AI revenue increased 78%. Investors focused on guidance and margins, with AMD and Super Micro initially rising but later giving up gains.
How this was made
The 30-second read
Why it matters
Earnings beats for AMD, Palantir, and Super Micro provide short‑term bullish catalysts, while Intel's weak outlook fuels bearish pressure.
Market read
Earnings releases reshape short‑term positioning in AI‑related equities, with mixed outcomes across the sector.
What to watch
Potential impact of upcoming election‑related regulatory scrutiny on data‑centre expansion could affect future growth.
Background
The article aggregates recent AI‑focused earnings from major U.S. chip and data‑centre players, noting divergent market reactions.
Ticker impact
AMD reported Q4 revenue up 45% to $13.4B and guided $17B revenue, shares rose ~8% after results.
likely upward pressure as investors price in strong data‑centre growth and guidance.
Revenue beat and guidance above expectations, but gaming weakness tempers enthusiasm.
Palantir posted Q4 revenue up 96% to $2.3B, EPS $0.44 vs $0.41 expected, and raised full‑year forecast.
potential upside as market digests higher revenue and upgraded guidance.
Strong growth in commercial revenue and guidance above consensus outweigh broader AI sell‑off.
Super Micro reported fiscal Q1 revenue up 298% to $19.95B, EPS $1.81 vs $1.23 expected, shares rose >6% after hours.
likely upward pressure in the near term as investors reward volume growth.
Revenue far exceeds expectations; margin improvement noted but still low compared to peers.
Intel posted Q4 revenue up 21% to $16.5B, but guidance fell short, shares dropped 28.6% on the day.
likely continued pressure as investors reassess growth prospects.
Guidance below expectations and PC market slowdown signal earnings weakness.
Market effects
AI‑related semiconductor and data‑centre stocks show mixed reactions; strong growth offsets margin concerns.
U.S. tech sector sees volatility, with semiconductor index down 3.1% amid election‑related data‑centre concerns.
Highlights the sensitivity of global AI supply chain to U.S. earnings and guidance trends.
Counterpoint
Despite earnings beats, the broader AI sell‑off may keep prices suppressed; risk of further downside if guidance misses recur.
Key entities
- companyAMD
Semiconductor maker with strong data‑centre revenue growth.
- companyPalantir
AI data‑analytics firm reporting record commercial revenue.
- companySuper Micro Computer
Server builder benefiting from AI demand.
- companyIntel
Legacy chipmaker missing guidance and seeing share decline.
