If You Own AMD Stock, Intel's Earnings Crash Changes Everything
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If You Own AMD Stock, Intel's Earnings Crash Changes Everything
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https://www.whatthechiphappened.com/
Intel stock just suffered a brutal selloff, but could this be great news for AMD investors? Intel Corporation (INTC) reported $16.5 billion in quarterly revenue, up 21%, yet its disappointing Q4 guidance sent semiconductor stocks tumbling. Advanced Micro Devices (AMD) reports earnings November 3, 2026. With Intel's data-center revenue growing 78%, we'll explore whether demand for server CPUs could help AMD deliver a major earnings surprise, plus the PC-market risks investors can't ignore.
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0:00 Intel's Massive Miss and Market Impact
0:48 Analyzing Intel's Revenue Breakdown
5:02 The Root Causes of Intel's Supply Issues
9:20 Can AMD Capitalize on the CPU Shortage?
14:20 Qualcomm and ARM: The Alternative CPU Plays