$AMD Q4 2026 Guidance: -> Q4 2026 Revenue $17B, +66% YOY -> AMD Q4 Non-GAAP Gross Margin 55%

$AMD A double beat and Q4 2026 guidance is $17B vs. est. $16B

Earnings happening now: $AMD $DUOL $ECG $ANET $ALAB $NVTS $BKNG $AMGN $OUST

$AMD at 4:15 PM ET, $ECG at 4:30 PM ET

$ONDS is now at 52-week lows. https://t.co/yLX9h6mQ3N

Investors hate this $LITE & $MRVL merger. https://t.co/TAM8fCMKHa

$SNDK $MRVL continuing to play out https://t.co/7OAuz2GkDu

Key earnings this week: $APPL $PLTR $AMD $SMCI $APP $MRNA

$AMZN No mention of equity raises via shareholder dilution to fund this capex. More bond offerings are more likely at this point.

$AMZN CEO Andy Jassy says "AI is the biggest opportunity of our lifetime. We're going to continue to invest to be that leader. It's not possible to invest over 25-years."