Overview
- AMD will post fourth-quarter results after the closing bell, a key read on investor appetite for AI infrastructure spending.
- Analysts expect record revenue of roughly $9.6–$9.69 billion and adjusted EPS of about $1.32–$1.34.
- Wall Street projects about $4.97 billion in data-center revenue for the quarter, roughly 29% higher than a year earlier.
- Options markets imply a move of about 7%–8% by week’s end, with shares down around 2% in early afternoon trading after a premarket uptick.
- The print follows CES reveals of the Helios rack and MI500 GPUs as AMD faces a global memory shortage and competition from both Nvidia and hyperscalers’ in‑house chips.