AMD vs. Palantir: Wall Street’s Post-Q3 AI Stock Showdown
Advanced Micro Devices (AMD) and Palantir Technologies (PLTR) are under Wall Street's microscope following Q3 earnings, as generative AI enthusiasm fuels investor scrutiny. AMD shares dipped 5% post-earnings despite beating revenue and EPS forecasts, suggesting market expectations had already priced in the optimism. Goldman Sachs maintained a cautious Hold rating amid concerns over AI growth deceleration.
Meanwhile, cryptocurrency markets remain detached from this equities narrative, with no direct mentions of digital assets in the earnings context. The AI stock rally contrasts with crypto's recent volatility, underscoring divergent institutional appetites for tech exposure.