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

Mëso/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?

Sep 21, 2026

2 min

Ndaj

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.

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