AMD Forecasts 66% Q4 Growth on AI Chip Demand: Rapid Earnings Reaction
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This report is about semiconductors and AI and big tech.
Directly affected
- AMD Advanced Micro Devices-25.2% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-16.4% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-20.8% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story.
- QQQ Invesco QQQ-3.3% 30d
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- ASML ASML Holding N.V-0.1% 17d
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.
- NVDA Nvidia-11.7% 30d
Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.
- TSM Taiwan Semiconductor Manufacturing-11.9% 30d
Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.
- MSFT Microsoft+1.8% 30d
Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- GOOGL Alphabet-20.6% 30d
Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| AMD | +19.49% | +4.36% | base | after close | after close | after close | after close |
| SMH | +9.58% | +0.86% | base | after close | after close | after close | after close |
| SOXX | +12.28% | +1.42% | base | after close | after close | after close | after close |
| QQQ | +5.88% | +0.76% | base | after close | after close | after close | after close |
| ASML | +7.25% | +0.88% | base | after close | after close | after close | after close |
| NVDA | +4.25% | -0.87% | base | after close | after close | after close | after close |
| TSM | +8.61% | +0.30% | base | after close | after close | after close | after close |
| MSFT | +2.19% | +0.22% | base | after close | after close | after close | after close |
| GOOGL | +16.24% | -0.00% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
AMD Forecasts 66% Q4 Growth on AI Chip Demand: Rapid Earnings Reaction Yahoo Finance
Source: Yahoo Finance
Price since this story was published: Vaneck Etf Trust (SMH)
| Company | When | Move | Status |
|---|---|---|---|
| AMD | three days earlier | +4.36% | final price |
| AMD | five days earlier | +19.49% | final price |
| ASML | three days earlier | +0.88% | final price |
| ASML | five days earlier | +7.25% | final price |
| Alphabet (GOOGL) | three days earlier | -0.00% | final price |
| Alphabet (GOOGL) | five days earlier | +16.24% | final price |
| Microsoft (MSFT) | three days earlier | +0.22% | final price |
| Microsoft (MSFT) | five days earlier | +2.19% | final price |
| NVDA | three days earlier | -0.87% | final price |
| NVDA | five days earlier | +4.25% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | three days earlier | +0.76% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | five days earlier | +5.88% | final price |
| Vaneck Etf Trust (SMH) | three days earlier | +0.86% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | +9.58% | final price |
| Ishares Tr (SOXX) | three days earlier | +1.42% | final price |
| Ishares Tr (SOXX) | five days earlier | +12.28% | final price |
| TSM | three days earlier | +0.30% | final price |
| TSM | five days earlier | +8.61% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Rohit Khanna bought Advanced Micro Devices (AMD) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 60 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Advanced Micro Devices (AMD), worth $1,000,001 - $5,000,000 on 21 Aug 2026. That is 74 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Advanced Micro Devices (AMD), worth $1,001 - $15,000 on 18 Aug 2026. That is 77 days before publication. Filed 10 Sep 2026. View the filing.
- Rep. Kevin Hern sold Asml Holding (ASML) (jointly held), worth $15,001 - $50,000 on 23 Oct 2026. That is 11 days before publication. Filed 28 Oct 2026. View the filing.
- Rep. Michael T. McCaul bought Asml Holding (ASML) (held by a spouse), worth $50,001 - $100,000 on 7 Aug 2026. That is 88 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Pete Sessions sold Nvidia (NVDA) (held by a spouse), worth $15,001 - $50,000 on 2 Oct 2026. That is 32 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Cleo Fields bought Nvidia (NVDA), worth $1,001 - $15,000 on 1 Oct 2026. That is 33 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Nvidia (NVDA) (held by a dependent child), worth $1,001 - $15,000 on 23 Sep 2026. That is 41 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 25 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 22 Sep 2026. That is 42 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Taiwan Semiconductor Manufacturing (TSM) (held by a spouse), worth $1,001 - $15,000 on 25 Aug 2026. That is 70 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Pete Sessions sold Microsoft (MSFT) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 32 days before publication. Filed 27 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Vaneck Etf Trust (SMH) on one side of this semiconductors story
Companies mentioned with this story
- SMH Vaneck Etf Trust
For “AMD Forecasts 66% Q4 Growth on AI Chip Demand: Rapid Earnings Reaction,” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
- SOXX Ishares Tr
For “AMD Forecasts 66% Q4 Growth on AI Chip Demand: Rapid Earnings Reaction,” Ishares Tr (SOXX) is linked, with no stored direction, medium confidence. Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
- QQQ Invesco Qqq Trust, Series 1
For “AMD Forecasts 66% Q4 Growth on AI Chip Demand: Rapid Earnings Reaction,” Invesco Qqq Trust, Series 1 (QQQ) is linked, with no stored direction, medium confidence. Reason on file: Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story
- MSFT Microsoft
In “AMD Forecasts 66% Q4 Growth on AI Chip Demand: Rapid Earnings Reaction,” Microsoft (MSFT) is linked, with no stored direction, medium confidence. Reason on file: Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
- GOOGL Alphabet
For “AMD Forecasts 66% Q4 Growth on AI Chip Demand: Rapid Earnings Reaction,” Alphabet (GOOGL) is linked, with no stored direction, medium confidence. Reason on file: Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
- AMZN Amazon Com
In “AMD Forecasts 66% Q4 Growth on AI Chip Demand: Rapid Earnings Reaction,” Amazon Com (AMZN) is linked, with no stored direction, medium confidence. Reason on file: Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
- AVGO Broadcom
In “AMD Forecasts 66% Q4 Growth on AI Chip Demand: Rapid Earnings Reaction,” Broadcom (AVGO) is linked, with no stored direction, medium confidence. Reason on file: Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story
- META Meta Platforms
In “AMD Forecasts 66% Q4 Growth on AI Chip Demand: Rapid Earnings Reaction,” Meta Platforms (META) is linked, with no stored direction, medium confidence. Reason on file: Meta Platforms (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
Vaneck Etf Trust (SMH) and the semiconductors link
The 3 Nov 2026 story “AMD Forecasts 66% Q4 Growth on AI Chip Demand: Rapid Earnings Reaction” names Vaneck Etf Trust (SMH) because of Semiconductors.
What ties Vaneck Etf Trust (SMH) to the headline is this: VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
A second company, Ishares Tr (SOXX), is listed for a different reason: iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
The price range for Vaneck Etf Trust (SMH), and the dates in the story
QQQ traded between 680.34 and 758.19 across 20 sessions. The latest close on file is 681.22. SMH traded between 506.51 and 639.33 across 20 sessions. The latest close on file is 508.07. SOXX traded between 452.10 and 596.35 across 20 sessions. The latest close on file is 453.73.
The semiconductors score for Vaneck Etf Trust (SMH)
46 out of 100
“AMD Forecasts 66% Q4 Growth on AI Chip Demand: Rapid Earnings Reaction” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.