Geopolitics Alpha

AMD Stocks Edge Higher With Earnings Testing a $74 Billion Data-Center Forecast

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AMD Stocks Edge Higher With Earnings Testing a $74 Billion Data-Center Forecast

Susquehanna's 2027 estimate combines a larger server-CPU business with an expanding accelerator ramp.

Directly affected

  • AMD Advanced Micro Devices-18.0% 30d

    Named in this report.

Indirectly affected

  • DIA SPDR Dow Jones Industrial Average ETF-1.7% 30d

    SPDR Dow Jones Industrial Average ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story.

  • QQQ Invesco QQQ-2.6% 30d

    Invesco QQQ: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story.

  • XLK Technology Select Sector SPDR+9.1% 16d

    Technology Select Sector SPDR holds the technology sector that Advanced Micro Devices belongs to, so it often moves with news about it.

  • AVGO Broadcom-10.1% 30d

    Broadcom is a peer of Advanced Micro Devices in semiconductors and related devices; rivals often move on the same news.

  • MU Micron Technology-15.2% 30d

    Micron Technology is a peer of Advanced Micro Devices in semiconductors and related devices; rivals often move on the same news.

  • INTC Intel-46.0% 30d

    Intel is a peer of Advanced Micro Devices in semiconductors and related devices; rivals often move on the same news.

  • AMAT Applied Materials-7.4% 30d

    Applied Materials is a peer of Advanced Micro Devices in semiconductors and related devices; rivals often move on the same news.

  • TXN Texas Instruments+12.8% 30d

    Texas Instruments is a peer of Advanced Micro Devices in semiconductors and related devices; rivals often move on the same news.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
AMD+5.18%+14.50%base-5.31%after closeafter closeafter close
DIA+1.17%+1.48%base+1.03%after closeafter closeafter close
QQQ+3.12%+5.08%base+0.17%after closeafter closeafter close
XLKNo price data for this ticker———————
AVGO+0.96%+7.89%base+0.51%after closeafter closeafter close
MUNo price data for this ticker———————
INTCNo price data for this ticker———————
AMAT-0.66%+6.54%base-1.94%after closeafter closeafter close
TXNNo price data for this ticker———————

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.

Market Call

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AMD Stocks Edge Higher With Earnings Testing a $74 Billion Data-Center Forecast Yahoo Finance

Source: Yahoo Finance

The price since 2 Nov 2026: Spdr Dow Jones Industrial Average Etf Trust (DIA) versus the S&P 500

CompanyWhenMoveStatus
AMATthat day-1.94%still updating
AMATthree days earlier+6.54%final price
AMATfive days earlier-0.66%final price
AMDthat day-5.31%still updating
AMDthree days earlier+14.50%final price
AMDfive days earlier+5.18%final price
AVGOthat day+0.51%still updating
AVGOthree days earlier+7.89%final price
AVGOfive days earlier+0.96%final price
Spdr Dow Jones Industrial Average Etf Trust (DIA)that day+1.03%still updating
Spdr Dow Jones Industrial Average Etf Trust (DIA)three days earlier+1.48%final price
Spdr Dow Jones Industrial Average Etf Trust (DIA)five days earlier+1.17%final price
Invesco Qqq Trust, Series 1 (QQQ)that day+0.17%still updating
Invesco Qqq Trust, Series 1 (QQQ)three days earlier+5.08%final price
Invesco Qqq Trust, Series 1 (QQQ)five days earlier+3.12%final price

Trades by members of Congress and officials in the stocks in this story

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).

Who gains and who loses around Spdr Dow Jones Industrial Average Etf Trust (DIA)

Companies mentioned with this story

  • DIA Spdr Dow Jones Industrial Average Etf Trust

    Spdr Dow Jones Industrial Average Etf Trust (DIA) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “AMD Stocks Edge Higher With Earnings Testing a $74 Billion Data-Center Forecast.” Reason on file: SPDR Dow Jones Industrial Average ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story

  • QQQ Invesco Qqq Trust, Series 1

    Invesco Qqq Trust, Series 1 (QQQ) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “AMD Stocks Edge Higher With Earnings Testing a $74 Billion Data-Center Forecast.” Reason on file: Invesco QQQ: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story

  • IWM Ishares Tr

    For “AMD Stocks Edge Higher With Earnings Testing a $74 Billion Data-Center Forecast,” Ishares Tr (IWM) is linked, with no stored direction, medium confidence. Reason on file: iShares Russell 2000 ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story

  • RSP Invesco Exchange Traded Fd T

    Invesco Exchange Traded Fd T (RSP) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “AMD Stocks Edge Higher With Earnings Testing a $74 Billion Data-Center Forecast.” Reason on file: Invesco S&P 500 Equal Weight ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story

  • VTI Vanguard Index Fds

    For “AMD Stocks Edge Higher With Earnings Testing a $74 Billion Data-Center Forecast,” Vanguard Index Fds (VTI) is linked, with no stored direction, medium confidence. Reason on file: Vanguard Total Stock Market ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story

Spdr Dow Jones Industrial Average Etf Trust (DIA)

On 2 Nov 2026, “AMD Stocks Edge Higher With Earnings Testing a $74 Billion Data-Center Forecast” is the story that connects Spdr Dow Jones Industrial Average Etf Trust (DIA) to this story.

For Spdr Dow Jones Industrial Average Etf Trust (DIA), the reason on file says SPDR Dow Jones Industrial Average ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story

A second company, Invesco Qqq Trust, Series 1 (QQQ), is listed for a different reason: Invesco QQQ: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story

Price levels for Spdr Dow Jones Industrial Average Etf Trust (DIA)

DIA traded between 504.92 and 522.62 across 18 sessions. The latest close on file is 515.65. IWM traded between 269.88 and 285.25 across 20 sessions. The latest close on file is 279.37. QQQ traded between 683.47 and 762.84 across 20 sessions. The latest close on file is 690.51.

A simple score for Spdr Dow Jones Industrial Average Etf Trust (DIA)

40 out of 100Price not final

“AMD Stocks Edge Higher With Earnings Testing a $74 Billion Data-Center Forecast” scores 40 out of 100. The score uses 1 sources, and 5 linked companies. The price is not final yet.