Analyst Ming-Chi Kuo Says 'The Earnings Reports Of Intel And AMD Will Likely Have Higher Impacts On The Recent Trading Of AI Supply Chain Stocks' - Medium
Portfolio Pulse from Benzinga Newsdesk
Analyst Ming-Chi Kuo suggests that the earnings reports of Intel and AMD will likely have a significant impact on the trading of AI supply chain stocks. He argues that if the positive earnings report and Capex outlook from Microsoft couldn't boost trading sentiment for AI supply chain stocks, it's unrealistic to expect earnings reports from other CSPs to do so. Many of the AI supply chain stocks that have seen gains this year are part of Nvidia's AI server supply chain, which overlaps with the PC/notebook supply chain.
October 26, 2023 | 3:06 pm
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NEUTRAL IMPACT
AMD's upcoming earnings report is expected to have a significant impact on the trading of AI supply chain stocks.
As AMD is a major player in the PC/notebook supply chain, its earnings report could influence the trading sentiment of AI supply chain stocks, many of which overlap with the PC/notebook supply chain.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80
NEUTRAL IMPACT
Intel's upcoming earnings report is expected to have a significant impact on the trading of AI supply chain stocks.
As Intel is a major player in the PC/notebook supply chain, its earnings report could influence the trading sentiment of AI supply chain stocks, many of which overlap with the PC/notebook supply chain.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80