In Brief OpenAI co-founder Mira Murati’s two-year-old AI research lab has signed a sizable deal with semiconductor giant Nvidia. Murati’s Thinking Machines Lab announced it entered into a multi-year strategic partnership with AI semiconductor giant Nvidia on Tuesday. The size of the deal was not disclosed and includes the AI research lab deploying at least one gigawatt of Nvidia’s Vera Rubin syste...
In Brief OpenAI co-founder Mira Murati’s two-year-old AI research lab has signed a sizable deal with semiconductor giant Nvidia. Murati’s Thinking Machines Lab announced it entered into a multi-year strategic partnership with AI semiconductor giant Nvidia on Tuesday. The size of the deal was not disclosed and includes the AI research lab deploying at least one gigawatt of Nvidia’s Vera Rubin systems, which was released earlier this year, starting in 2027. Nvidia is also making a strategic investment in Thinking Machines Lab, which has raised more than $2 billion since its February 2025 founding from investors including Andreessen Horowitz, Accel, and Nvidia, among others, including rival chipmaker AMD’s venture arm. The seed-stage company is valued at more than $12 billion and is working to build AI models that create reproducible results. The company has not released any products. TechCrunch reached out to Thinking Machines Lab and Nvidia for more information regarding the specifics surrounding the deal terms and investment. Thinking Machines Lab declined to comment beyond the release. The partnership also includes a commitment to develop training and serving systems for Nvidia architecture, according to an Nvidia press release. “Nvidia’s technology is the foundation on which the entire field is built,” Murati said in the deal’s blog post. “This partnership accelerates our capacity to build AI that people can shape and make their own, as it shapes human potential in turn.” Thinking Machines Lab has seen a number of recent high-profile exits in its young history. The company’s co-founder, Andrew Tulloch, left the startup for a role at Meta in October. Earlier this year, three additional co-founders, Barret Zoph, Luke Metz, and Sam Schoenholz, left to return to OpenAI. This deal comes as AI companies remain hungry for any compute that they can get. Nvidia CEO Jensen Huang predicted that companies could spend $3 trillion to $4 trillion on AI infrastructure by the end ...
OpenAI co-founder Mira Murati’s two-year-old AI research lab has signed a sizable deal with semiconductor giant Nvidia. Murati’s Thinking Machines Lab announced it entered into a multi-year strategic partnership with AI semiconductor giant Nvidia on Tuesday. The size of the deal was not disclosed and includes the AI research lab deploying at least one gigawatt of Nvidia’s Vera Rubin systems, which...
OpenAI co-founder Mira Murati’s two-year-old AI research lab has signed a sizable deal with semiconductor giant Nvidia. Murati’s Thinking Machines Lab announced it entered into a multi-year strategic partnership with AI semiconductor giant Nvidia on Tuesday. The size of the deal was not disclosed and includes the AI research lab deploying at least one gigawatt of Nvidia’s Vera Rubin systems, which was released earlier this year, starting in 2027. Nvidia is also making a strategic investment in Thinking Machines Lab, which has raised more than $2 billion since its February 2025 founding from investors including Andreessen Horowitz, Accel, and Nvidia, among others, including rival chipmaker AMD’s venture arm. The seed-stage company is valued at more than $12 billion and is working to build AI models that create reproducible results. The company has not released any products. TechCrunch reached out to Thinking Machines Lab and Nvidia for more information regarding the specifics surrounding the deal terms and investment. Thinking Machines Lab declined to comment beyond the release. The partnership also includes a commitment to develop training and serving systems for Nvidia architecture, according to an Nvidia press release. “Nvidia’s technology is the foundation on which the entire field is built,” Murati said in the deal’s blog post. “This partnership accelerates our capacity to build AI that people can shape and make their own, as it shapes human potential in turn.” Thinking Machines Lab has seen a number of recent high-profile exits in its young history. The company’s co-founder, Andrew Tulloch, left the startup for a role at Meta in October. Earlier this year, three additional co-founders, Barret Zoph, Luke Metz, and Sam Schoenholz, left to return to OpenAI. This deal comes as AI companies remain hungry for any compute that they can get. Nvidia CEO Jensen Huang predicted that companies could spend $3 trillion to $4 trillion on AI infrastructure by the end of the de...
The UK added some natural gas into its storage sites in recent days, as a price surge triggered by the Middle East conflict attracted imports. Reserves have increased more than 20% since the war began and now cover almost three days of current demand, up from roughly two days a week ago, according to data from grid operator National Gas Transmission Plc . Demand is seasonally low, helping stretch ...
The UK added some natural gas into its storage sites in recent days, as a price surge triggered by the Middle East conflict attracted imports. Reserves have increased more than 20% since the war began and now cover almost three days of current demand, up from roughly two days a week ago, according to data from grid operator National Gas Transmission Plc . Demand is seasonally low, helping stretch limited reserves. Britain’s gas prices surged last week — tracking and even exceeding the European benchmark — as the conflict upended energy markets. The spike underscores the UK’s exposure to geopolitical shocks and global price swings. But higher prices also pulled in additional pipeline flows from Norway and halted exports of surplus gas to the continent. The UK government has been widely criticized in the past over its decision to rely heavily on daily supplies of liquefied natural gas from across the globe, as well as pipeline flows from Norway, rather than expanding storage. The UK relies on gas for around a third of total energy needs, and the nation imports more than half of that supply. Britain lags behind its peers in the European Union in the ability to stockpile gas underground for prolonged supply disruptions. At the weekend, the government came under fire in national newspapers over the lack of gas reserves. Reports of potential shortages in the UK “are categorically untrue and lead to dangerous scaremongering,” Minister for Energy Michael Shanks said earlier this week , adding that the country has “diverse and strong energy mix.” National Gas said the system is operating “exactly as expected for this time of year.” Some LNG tankers have diverted away from Europe to Asia since last week, but the UK hasn’t been affected yet. A crucial question for traders is how long the Middle East conflict will last, and if fuel competition will intensify. Still, the outcome could be very painful for UK consumers if the war drags on. The country has its own domestic producti...
Image source: The Motley Fool. Tuesday, March 10, 2026 at 10 a.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Thomas Priore Chief Financial Officer — Timothy O’Leary Managing Director, Investor Relations — Meghna Mehra Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net Revenue Growth -- 8% growth in annual net revenue, with aggregate transaction volume r...
Image source: The Motley Fool. Tuesday, March 10, 2026 at 10 a.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Thomas Priore Chief Financial Officer — Timothy O’Leary Managing Director, Investor Relations — Meghna Mehra Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net Revenue Growth -- 8% growth in annual net revenue, with aggregate transaction volume reaching $150 billion, an increase of $20 billion. -- 8% growth in annual net revenue, with aggregate transaction volume reaching $150 billion, an increase of $20 billion. Adjusted EBITDA -- Full-year adjusted EBITDA increased by 10% to $225.2 million; Q4 adjusted EBITDA improved 16% to $60.1 million. -- Full-year adjusted EBITDA increased by 10% to $225.2 million; Q4 adjusted EBITDA improved 16% to $60.1 million. Adjusted EPS -- Adjusted EPS rose by $0.52, or 102%, to $1.03 for fiscal 2025. -- Adjusted EPS rose by $0.52, or 102%, to $1.03 for fiscal 2025. Customer Accounts -- Active customer accounts on the platform increased to 1,800,000 from 1,200,000 the previous year. -- Active customer accounts on the platform increased to 1,800,000 from 1,200,000 the previous year. 2026 Guidance -- Management projects 6%-9% top-line revenue growth to $1.0 billion-$1.04 billion and adjusted EBITDA between $230 million and $245 million. -- Management projects 6%-9% top-line revenue growth to $1.0 billion-$1.04 billion and adjusted EBITDA between $230 million and $245 million. Q4 Revenue -- Quarterly revenue was $247.1 million, up 9%, with organic revenue growth of 6.8% cited by the CFO. -- Quarterly revenue was $247.1 million, up 9%, with organic revenue growth of 6.8% cited by the CFO. Segment Performance -- Q4 Payables revenue grew 12.7%; Treasury Solutions revenue grew 17.8%; Merchant Solutions revenue up 6.2% with 3% organic growth and a further 3.2% from acquisitions. -- Q4 Payables revenue grew 12.7%; Treasury Solutions revenue grew 17.8%; Merchant Solutions revenue up 6.2% with 3...
With assurances that the war in Iran will be a short-lived “excursion,” oil prices yesterday pulled back from their highest levels in almost 20 years — the first drop in oil prices since the U.S. and Israel initiated their attacks on Iran a week and a half ago. This helped moved markets forward to start the new trading week: +0.50% on the blue-chip Dow, +1.38% on the S&P 500 and +0.38% on the tech...
With assurances that the war in Iran will be a short-lived “excursion,” oil prices yesterday pulled back from their highest levels in almost 20 years — the first drop in oil prices since the U.S. and Israel initiated their attacks on Iran a week and a half ago. This helped moved markets forward to start the new trading week: +0.50% on the blue-chip Dow, +1.38% on the S&P 500 and +0.38% on the tech-heavy Nasdaq. We began early-morning trading in decent shape today, as well, but this has turned back down into the red at this hour: -0.32% on the Dow, -0.28% on the S&P 500, -0.15% on the Nasdaq and -0.64% on the small-cap Russell 2000. Oil prices are also higher than where they were in the early trading hours, but still -4% on the WTI and -5% on Brent crude — to $90.75 per barrel (/bbl) and $93.64/bbl, respectively. Early Monday, we saw these oil prices elevated as high as $119/bbl, which was beyond the heights we saw in the months following Russia’s invasion of Ukraine four years ago. We’d have to go back to the first half of 2008, when we saw oil prices up as high as $147/bbl, prior to the financial collapse in the second half of that year. Retail Numbers Healthy for February… The National Retail Federation (NRF), the world’s largest retail trade association, released its monthly numbers in this morning’s NRF Retail Monitor for February. On both headline and core (which subtracts restaurant checks, autos and gasoline from their tally), we saw growth of +0.3%, 10 basis points (bps) higher month over month. Year over year, +6.2% on headline and +5.9% on core followed the +5.7% and +5.5%, respectively from the January NRF report. This was led by Digital Products +1.0% last month, followed by Clothing & Accessories +0.7% and Health/Personal Care +0.5%. Only Home Furnishings came in negative for February: -0.3%. …but Optimism Dips Early this morning, the NFIB Small-Business Optimism Index came up slightly short of estimates for February: 98.8 versus 99.5 expected, and lowe...
Key Points The Palantir Artificial Intelligence Platform has been a game-changer for the company over the last few years. Accelerating growth across both the private and public sectors should fuel meaningful growth into the next decade. Palantir could become a $1 trillion company if it achieves management's long-term growth ambitions. 10 stocks we like better than Palantir Technologies › Over the ...
Key Points The Palantir Artificial Intelligence Platform has been a game-changer for the company over the last few years. Accelerating growth across both the private and public sectors should fuel meaningful growth into the next decade. Palantir could become a $1 trillion company if it achieves management's long-term growth ambitions. 10 stocks we like better than Palantir Technologies › Over the last few years, Palantir Technologies (NASDAQ: PLTR) has evolved from a data analytics provider heavily utilized by the Department of Defense into one of the premier artificial intelligence (AI) operating systems purpose-built for the modern enterprise. Last summer, CEO Alex Karp laid out a vision for the company that would see it 10x its revenue while simultaneously reducing its headcount. While this goal may seem like a moonshot, the accelerating deployments of Palantir's Artificial Intelligence Platform (AIP) underscore the software's value to clients across various industries. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » If Palantir can achieve Karp's vision, I think it could grow to a $1 trillion valuation within the next five years. Palantir logo on a dark backdrop. Image source: Getty Images. Palantir AIP is a prolific enterprise software tool For much of its history, the largest share of Palantir's growth was driven by deals with the Pentagon and U.S. intelligence agencies. That dynamic continued to bolster the company's top line in 2025. Last year, Palantir won a 10-year deal with the U.S. Army worth up to $10 billion as well as a $795 million expansion of its deal with the U.S. military for its Maven Smart System. While the fact that the company is still tightening its relationship with the U.S. government is encouraging, Palantir's most lucrative potential lies in its ability to improve corp...
Last November, Bank of America analysts issued a stark warning: hyperscaler borrowing for AI data centers was exploding. Meta Platforms (NASDAQ:META), Oracle (NASDAQ:ORCL), and others issued bonds and loans at double the pace of the prior decade. Companies that once self-funded massive expansions through overflowing cash reserves have now tapped those resources dry and must ... AI’s Coming Trillio...
Last November, Bank of America analysts issued a stark warning: hyperscaler borrowing for AI data centers was exploding. Meta Platforms (NASDAQ:META), Oracle (NASDAQ:ORCL), and others issued bonds and loans at double the pace of the prior decade. Companies that once self-funded massive expansions through overflowing cash reserves have now tapped those resources dry and must ... AI’s Coming Trillion-Dollar Hangover: Amazon Leads Hyperscalers Back to the Debt Well
"I want to change that and make public services work for you. The new digital ID will make that possible, allowing you to log on and prove who you are to access public services more quickly, easily and securely."
"I want to change that and make public services work for you. The new digital ID will make that possible, allowing you to log on and prove who you are to access public services more quickly, easily and securely."
tum3123/iStock via Getty Images Highlights The fund's benchmark—the MSCI Emerging Markets Index—gained ground in the fourth quarter. The fund, while positive in absolute terms, underperformed the benchmark. Positioning in Singapore and Taiwan detracted. We maintain a positive view on AI- and semiconductor-related opportunities, especially in North Asia, that are well positioned to benefit from sec...
tum3123/iStock via Getty Images Highlights The fund's benchmark—the MSCI Emerging Markets Index—gained ground in the fourth quarter. The fund, while positive in absolute terms, underperformed the benchmark. Positioning in Singapore and Taiwan detracted. We maintain a positive view on AI- and semiconductor-related opportunities, especially in North Asia, that are well positioned to benefit from secular growth in data centers and generative AI workloads. We have also selectively deployed capital in Mexico and Indonesia, where macro conditions appear to be bottoming after post-election slowdowns. Across all markets, we maintain a bottom-up approach grounded in rigorous fundamental research, a disciplined valuation framework, and a focus on quality growth businesses with sustainable competitive advantages. Market review and outlook The solid gain for emerging-market equities added to their strong showing over the first nine months of the year. The asset class outpaced the developed markets in 2025, and it recorded its best return in a calendar year since 2017. A continued backdrop of falling interest rates and positive global growth proved highly supportive for the category. We believe the outlook for the emerging markets remains constructive entering 2026. A weaker U.S. dollar and the U.S. Federal Reserve's interest rate cuts provide room for emerging-market central banks to ease further, supporting liquidity and economic growth. This environment historically favors quality growth franchises, particularly those with strong balance sheets and pricing power. With valuations that are still attractive relative to the developed markets, emerging-market equities appear well-positioned to deliver compelling returns. China remains a complex story. Macro headwinds such as property sector weakness, industrial overcapacity, and uneven domestic consumption trends remain in place, but selective opportunities are emerging, in our view. We see value in internet platforms with improvi...
TLDR Amazon is targeting $37 billion to $42 billion in one of the largest corporate bond sales on record. The offering spans dollar and euro markets, with up to 11 tranches in the U.S. and up to 8 tranches in Europe. U.S. maturities range from 2 to 50 years; euro maturities run from 2 to 38 years. Proceeds are earmarked for AI infrastructure investment. Amazon last tapped the bond market in Novemb...
TLDR Amazon is targeting $37 billion to $42 billion in one of the largest corporate bond sales on record. The offering spans dollar and euro markets, with up to 11 tranches in the U.S. and up to 8 tranches in Europe. U.S. maturities range from 2 to 50 years; euro maturities run from 2 to 38 years. Proceeds are earmarked for AI infrastructure investment. Amazon last tapped the bond market in November 2024, raising $15 billion in its first U.S. bond sale in three years. 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. Amazon is going big. The company has launched one of the largest corporate bond offerings ever recorded, targeting between $37 billion and $42 billion across U.S. and European debt markets to fund its artificial intelligence infrastructure push. AMAZON $AMZN TARGETS $25B-$30B IN DOLLAR BONDS, E10B IN EURO OFFERING — Wall St Engine (@wallstengine) March 10, 2026 The fundraising is split across two markets. In the U.S., Amazon is marketing high-grade bonds in as many as 11 tranches, targeting $25 billion to $30 billion, with maturities ranging from 2 to 50 years. Separately, it is targeting up to €10 billion through a potential eight-part euro bond offering, with maturities spanning 2 to 38 years. Amazon.com, Inc., AMZN An eight-tranche euro bond deal would be unprecedented in the European market. Amazon has not previously issued bonds denominated in euros, making this a debut offering in that market. The longest tranche on offer is a note maturing in 2076. Initial price discussions have that portion set at roughly 1.55 percentage points above Treasuries. Amazon filed details of the U.S. portion with the SEC. The company has not commented publicly on the offering. Part of a Larger Trend Amazon’s deal fits into a wider pattern of hyperscalers tapping debt markets to fund their AI ambitions. These are big, capital-intensive bets, and...
Key Points Small caps are having a strong rebound this year thanks to improving earnings, attractive value, and lower rates. Given how long they've underperformed large caps, small caps could be setting up for an extended run. The iShares Core S&P Small Cap ETF adds a quality screen to its small-cap coverage, giving it an advantage over other similar ETFs. 10 stocks we like better than iShares Cor...
Key Points Small caps are having a strong rebound this year thanks to improving earnings, attractive value, and lower rates. Given how long they've underperformed large caps, small caps could be setting up for an extended run. The iShares Core S&P Small Cap ETF adds a quality screen to its small-cap coverage, giving it an advantage over other similar ETFs. 10 stocks we like better than iShares Core S&P Small-Cap ETF › After years of lagging the S&P 500, small caps are finally having a moment again. While large caps are still mostly flat on the year, the iShares Core S&P Small Cap ETF (NYSEMKT: IJR) is up more than 7% year to date (as of March 3, 2026). The artificial intelligence (AI) narrative has played a big part in this. The market has begun looking at things through the lens of how industries will be disrupted by AI, not how profitable it can make the big tech companies. That has led to a major rotation away from tech and into more undervalued areas of the economy. Small caps fall into that group. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Given how long they've underperformed large caps, small caps could finally be in line for an extended stretch of leadership. Here's the investment case. Small-cap corporate earnings begin to rebound Earnings growth is a big driver of long-term stock performance. That hasn't been a problem lately for megacap tech, but it has been for small caps. Earnings were slipping over the past few years, but that trend appears to be reversing now. In the latter part of 2025, small-cap earnings rebounded by 27%, finally providing the fundamental rebound that could support stock price gains. With positive earnings growth and much more attractive valuations to begin with, the foundation is set for a small-cap comeback. A strong value play Part of the reason that large...
Key Points The Palantir Artificial Intelligence Platform has been a game-changer for the company over the last few years. Accelerating growth across both the private and public sectors should fuel meaningful growth into the next decade. Palantir could become a $1 trillion company if it achieves management's long-term growth ambitions. 10 stocks we like better than Palantir Technologies › Over the ...
Key Points The Palantir Artificial Intelligence Platform has been a game-changer for the company over the last few years. Accelerating growth across both the private and public sectors should fuel meaningful growth into the next decade. Palantir could become a $1 trillion company if it achieves management's long-term growth ambitions. 10 stocks we like better than Palantir Technologies › Over the last few years, Palantir Technologies(NASDAQ: PLTR) has evolved from a data analytics provider heavily utilized by the Department of Defense into one of the premier artificial intelligence (AI) operating systems purpose-built for the modern enterprise. Last summer, CEO Alex Karp laid out a vision for the company that would see it 10x its revenue while simultaneously reducing its headcount. While this goal may seem like a moonshot, the accelerating deployments of Palantir's Artificial Intelligence Platform (AIP) underscore the software's value to clients across various industries. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » If Palantir can achieve Karp's vision, I think it could grow to a $1 trillion valuation within the next five years. Palantir AIP is a prolific enterprise software tool For much of its history, the largest share of Palantir's growth was driven by deals with the Pentagon and U.S. intelligence agencies. That dynamic continued to bolster the company's top line in 2025. Last year, Palantir won a 10-year deal with the U.S. Army worth up to $10 billion as well as a $795 million expansion of its deal with the U.S. military for its Maven Smart System. While the fact that the company is still tightening its relationship with the U.S. government is encouraging, Palantir's most lucrative potential lies in its ability to improve corporate workflows. In 2025, the company's U.S. commercial segment...
Advanced Micro Devices AMD shares have surged 109% in the trailing 12-month period, outperforming the broader Zacks Computer and Technology sector’s 34.1% return. Strong demand for data center EPYC processors and Instinct GPUs has been the key catalyst. However, we believe the stock’s appreciation from this level is limited given intensifying competition from the likes of NVIDIA NVDA, Broadcom AVG...
Advanced Micro Devices AMD shares have surged 109% in the trailing 12-month period, outperforming the broader Zacks Computer and Technology sector’s 34.1% return. Strong demand for data center EPYC processors and Instinct GPUs has been the key catalyst. However, we believe the stock’s appreciation from this level is limited given intensifying competition from the likes of NVIDIA NVDA, Broadcom AVGO and Intel INTC across domains, including AI-powered data-centers, high-performance computing and AI PCs. In the past year, AMD has outperformed NVIDIA and Broadcom, shares of which have returned 67.3% and 81.9%, respectively, but underperformed Intel, shares of which have jumped 130.2%. AMD Stock’s One-Year Performance AMD’s modest guidance for the first-quarter of 2026 is expected to remain an overhang on the share price movement. The company expects revenues of $9.8 billion (+/-$300 million), which at the mid-point represents year-over-year growth of approximately 32% but a sequential decline of approximately 5%. The revenue guidance includes roughly $100 million of MI308 sales to China. AMD expects year-over-year growth in revenues to be driven by Data Center, Client and Gaming segments and modest growth in the Embedded segment. However, sequential revenue decline is attributed to a seasonal decline in Client and Gaming, and the Embedded segment, partially offset by growth in the Data Center segment. AMD’s Earnings Estimate Revision Shows Declining Trend The Zacks Consensus Estimate for first-quarter 2026 earnings is pegged at $1.27 per share, down by a penny over the past 30 days, suggesting 32.3% growth from the figure reported in the year-ago quarter. The consensus estimates for second-quarter 2026 earnings also declined by a penny to $1.42 per share over the past 30 days. Advanced Micro Devices, Inc. Price and Consensus Advanced Micro Devices, Inc. price-consensus-chart | Advanced Micro Devices, Inc. Quote The consensus mark for 2026 earnings is pegged at $6.61 per...
Advanced Micro Devices AMD shares have surged 109% in the trailing 12-month period, outperforming the broader Zacks Computer and Technology sector’s 34.1% return. Strong demand for data center EPYC processors and Instinct GPUs has been the key catalyst. However, we believe the stock’s appreciation from this level is limited given intensifying competition from the likes of NVIDIA NVDA, Broadcom AVG...
Advanced Micro Devices AMD shares have surged 109% in the trailing 12-month period, outperforming the broader Zacks Computer and Technology sector’s 34.1% return. Strong demand for data center EPYC processors and Instinct GPUs has been the key catalyst. However, we believe the stock’s appreciation from this level is limited given intensifying competition from the likes of NVIDIA NVDA, Broadcom AVGO and Intel INTC across domains, including AI-powered data-centers, high-performance computing and AI PCs. In the past year, AMD has outperformed NVIDIA and Broadcom, shares of which have returned 67.3% and 81.9%, respectively, but underperformed Intel, shares of which have jumped 130.2%. AMD Stock’s One-Year Performance Zacks Investment Research Image Source: Zacks Investment Research AMD’s modest guidance for the first-quarter of 2026 is expected to remain an overhang on the share price movement. The company expects revenues of $9.8 billion (+/-$300 million), which at the mid-point represents year-over-year growth of approximately 32% but a sequential decline of approximately 5%. The revenue guidance includes roughly $100 million of MI308 sales to China. AMD expects year-over-year growth in revenues to be driven by Data Center, Client and Gaming segments and modest growth in the Embedded segment. However, sequential revenue decline is attributed to a seasonal decline in Client and Gaming, and the Embedded segment, partially offset by growth in the Data Center segment. AMD’s Earnings Estimate Revision Shows Declining Trend The Zacks Consensus Estimate for first-quarter 2026 earnings is pegged at $1.27 per share, down by a penny over the past 30 days, suggesting 32.3% growth from the figure reported in the year-ago quarter. The consensus estimates for second-quarter 2026 earnings also declined by a penny to $1.42 per share over the past 30 days. Advanced Micro Devices, Inc. Price and Consensus Advanced Micro Devices, Inc. Price and Consensus Advanced Micro Devices, Inc. pri...