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.

Saturday Preview: Summary and Practice

Click to Start Learning 👇

Missed Tuesday's Collection? Click to Catch Up:

U.S. stocks vs. Tokenized Stocks vs. Stock Futures: Which of the Three Investment Methods Suits You Best?

Which Crypto Exchanges Offer Stock Trading? How to Buy U.S. stocks with Crypto in 2026

Global Asset Contracts: Trade Metals, Stocks, Commodities, and Forex with USDT in One Stop

MEXC Beginner Academy

Ky artikull ofrohet nga MEXC vetëm për qëllime informuese dhe nuk përbën këshillë financiare ose investimi. Tregjet e kriptomonedhave përfshijnë rrezik të konsiderueshëm. Të lutem kryej kërkime të pavarura ose konsultohu me një profesionist të kualifikuar përpara se të marrësh ndonjë vendim investimi. Pikëpamjet e shprehura nuk përfaqësojnë domosdoshmërisht ato të MEXC ose të filialeve të saj.

Artikuj popullorë

Shiko më shumë

MEXC On-Chain Daily Report: S&P Global Completes OpenZeppelin Acquisition to Expand On-Chain Security Risk Assessment

Updated: October 27, 2026, 09:30 (UTC+8)｜Author: MEXCHeadlinesS&P Global completes acquisition of OpenZeppelinNBA and CFTC establish prediction market regulatory cooperationPolymarket U.S. monthly

Autori: MEXC

2026-10-27

Google Earnings Date: When Does Alphabet Report Earnings? Time, Results History and Stock Reaction

Alphabet, Google's parent company, will report its Q3 2026 results (July–September 2026) after the US market closes on Wednesday, October 28, 2026. The earnings call starts at 4:30 p.m. ET (1:30 p.m.

Autori: Marcus O'Brien

2026-10-26

SanDisk Earnings Date: When Does SanDisk Report Earnings? Time, Results History and Stock Reaction

SanDisk will report its Q1 fiscal 2027 results (roughly July–September 2026) after the US market closes on Thursday, October 29, 2026. The earnings call starts at 4:30 p.m. ET (1:30 p.m. PT), which is

Autori: Marcus O'Brien

2026-10-26

MEXC On-Chain Daily Report: Kalshi and Polymarket Crypto Event Contracts Hit Record $2.7 Billion in Weekly Trading Volume

Updated: October 26, 2026, 09:30 (UTC+8) | Author: MEXCHeadlinesKalshi and Polymarket crypto event contracts hit $2.7 billion in weekly volumeKalshi plans to launch U.S. CPI futures in DecemberECB

Autori: MEXC

2026-10-26

Artikuj të lidhur

Shiko më shumë

MEXC On-Chain Daily Report: S&P Global Completes OpenZeppelin Acquisition to Expand On-Chain Security Risk Assessment

Updated: October 27, 2026, 09:30 (UTC+8)｜Author: MEXCHeadlinesS&P Global completes acquisition of OpenZeppelinNBA and CFTC establish prediction market regulatory cooperationPolymarket U.S. monthly

2026-10-27

MEXC On-Chain Daily Report: Kalshi and Polymarket Crypto Event Contracts Hit Record $2.7 Billion in Weekly Trading Volume

Updated: October 26, 2026, 09:30 (UTC+8) | Author: MEXCHeadlinesKalshi and Polymarket crypto event contracts hit $2.7 billion in weekly volumeKalshi plans to launch U.S. CPI futures in DecemberECB

2026-10-26

[Complete Guide to Crypto Trading] Beginner's Guide: How to Safely Buy Your First Cryptocurrency?

Dear MEXC Users,Welcome to the new series from MEXC Beginner's Academy—“The Complete Guide to Mastering Crypto Trading.” Over the next four weeks, we will guide you in building a trading system from s

2026-10-25

MEXC On-Chain Daily Report: Circle Has Minted $110.51 Billion in USDC on Solana Year to Date

Updated: October 23, 2026, 09:30 (UTC+8) | Author: MEXCHeadlinesCircle has minted $110.51 billion in USDC on Solana year to dateUniswap v4 launches Aggregator Hooks aggregation functionalitya16z C

2026-10-23