Dear MEXC users, On Tuesday, we discussed the logic of asset allocation. Today, let's use real earnings reports from the past week to understand the latest developments in the AI computing powerDear MEXC users, On Tuesday, we discussed the logic of asset allocation. Today, let's use real earnings reports from the past week to understand the latest developments in the AI computing power
[U.S. Stocks Investment Guide] AI Computing Power Earnings Season: AMD, Intel, and SMCI Report Together—Who Will Dominate AI Computing?
Dear MEXC users,
On Tuesday, we discussed the logic of asset allocation. Today, let's use real earnings reports from the past week to understand the latest developments in the AI computing power sector.
AMD, Intel, and SMCI have all released their results—three earnings reports, three different signals, pointing to the same battlefield: AI computing power.
Live Today: Thursday Roundup | AI Computing Power Earnings Season
- AMD Q2 2026: Earnings Beat Expectations, So Why Did the Stock Drop Nearly 9%? — Data center revenue doubled, and Q3 guidance exceeded expectations, yet AMD's stock price still plummeted. What is the market worried about? Understand AMD's true situation by analyzing the earnings data and after-hours reaction.
- Intel's $20 Billion Fundraising: The Cost of AI Capital Expenditure — Earnings beat expectations, but the company simultaneously announced a $20 billion secondary stock offering. The market voted with its feet, causing Intel's stock to plunge. As the AI race requires burning more cash, are shareholders willing to foot the bill?
- SMCI Q4 FY2026: How Strong Is the Real Demand for AI Servers? — Super Micro Computer's earnings report is about to be revealed. AI server orders, profit margin trends, and stock price reactions—as a downstream supplier to NVIDIA and AMD, SMCI's performance is a key indicator for verifying the authenticity of AI computing power demand.
Saturday Preview: Summary and Practice
Click to Start Learning 👇
Missed Tuesday's Collection? Click to Catch Up:
MEXC Beginner Academy
本文由MEXC提供，仅供参考，不构成任何财务或投资建议。加密货币市场风险较高，请在投资前进行独立研究或咨询合格的专业人士。文中观点不一定代表 MEXC 或其关联方的立场。
相关文章
查看更多
MEXC On-Chain Daily Report: S&P Global Completes OpenZeppelin Acquisition to Expand On-Chain Security Risk Assessment
Updated: October 27, 2026, 09:30 (UTC+8)｜Author: MEXCHeadlinesS&P Global completes acquisition of OpenZeppelinNBA and CFTC establish prediction market regulatory cooperationPolymarket U.S. monthly
MEXC On-Chain Daily Report: Kalshi and Polymarket Crypto Event Contracts Hit Record $2.7 Billion in Weekly Trading Volume
Updated: October 26, 2026, 09:30 (UTC+8) | Author: MEXCHeadlinesKalshi and Polymarket crypto event contracts hit $2.7 billion in weekly volumeKalshi plans to launch U.S. CPI futures in DecemberECB
![[Complete Guide to Crypto Trading] Beginner's Guide: How to Safely Buy Your First Cryptocurrency?](https://mexc-rainbown-activityimages.s3.ap-northeast-1.amazonaws.com/banner/F20261025184140311BdXQmbfitXY9lI.png)
