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
Сурах/Market Insights/Others/[U.S. Stocks Investment Guide] AI Computing Power Earnings Season: AMD, Intel, and SMCI Report Together—Who Will Dominate AI Computing?
[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
Энэ нийтлэлийг MEXC зөвхөн мэдээллийн зорилгоор хүргэж байгаа бөгөөд санхүүгийн эсвэл хөрөнгө оруулалтын зөвлөгөө биш юм. Криптовалютын зах зээл нь өндөр эрсдэлтэй. Хөрөнгө оруулалтын аливаа шийдвэр гаргахаасаа өмнө бие даан судалгаа хийх эсвэл мэргэшсэн мэргэжилтнээс зөвлөгөө авна уу. Энд илэрхийлсэн үзэл бодол нь MEXC эсвэл түүний харьяа байгууллагуудын байр суурийг заавал илэрхийлэхгүй.
Түгээмэл нийтлэлүүд
Дэлгэрэнгүй үзэх
MEXC Crypto Macro and Trading Weekly Report: FOMC Holds Steady, Can Bitcoin Hold the $80,000 Mark?
Settlement Period: October 21, 2026–October 28, 2026 Release Date: October 29, 2026 Data Sources: MEXC platform data, Farside Investors, CoinGlass, CoinDesk, Reuters, CNBCTL;DRMacro Outlook: The FRS m
US Stocks Weekly on October.24-29 | Google's Record 12.6% Plunge Puts the AI Capex Bill at the Center of US Stocks This Week
This week in one lineGoogle fell 12.6% on Thursday (10/29), which Bloomberg called the stock's biggest one-day drop on record. Goldman Sachs believes the EPS miss came mainly from an investment impair
What Is EIP-7702? Ethereum's Smart Account Feature Explained, and How to Stay Safe
On October 29, 2026, an Ethereum hot wallet belonging to Binance was emptied in a single transaction.The tool behind the drain was EIP-7702, a feature that went live on Ethereum in May 2025.As of Octo
Бүртгүүлэх & 10,000 USDT хүртэлх Бонус авах
MEXC нийгэмлэгт нэгдээрэй
Манай албан ёсны Telegram сувгаас хамгийн сүүлийн үеийн листинг, арга хэмжээ болон шинэчлэлүүдийг бодит цаг хугацаанд нь шууд аваарай.
25k+ гишүүн
