Latest posts from @wallstengine on X (Twitter)
Fast, accurate, consistent stock market news, earnings highlights & more. By Brillinsight. Not financial advice.
What they post about
The Wall St Engine account focuses on delivering fast and accurate stock market news, particularly highlighting earnings reports and financial forecasts. It covers significant developments in the AI industry, including financing deals and market projections. The account also reports on space technology launches and telehealth acquisitions, providing insights into emerging trends. Additionally, it analyzes initial public offerings (IPOs) and revenue growth metrics for various companies.
Recent posts
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SMCI Executive Highlights Scale of AI Deployments
SMCI CFO Mark Long said a single AI deployment can now exceed the company's total quarterly revenue from a year earlier, when it reported $5 billion. One data center customer accounted for 44% of Q1 revenue, up from 28% in FY26.
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AMD Sees Server CPU Growth Driven by Volume
AMD CEO Lisa Su said the company's forecast for server CPU revenue to double in 2027 is driven mainly by higher unit sales and core counts, rather than higher average selling prices.
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AMD CFO Cites Uncertainty Over 2027 Margins
AMD CFO Jean Hu declined to provide a quarterly gross-margin outlook for 2027, citing limited visibility into the sales mix of Instinct GPUs and EPYC CPUs. In the exchange, AMD did not reaffirm a 55% gross-margin floor for that year.
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AMD Discusses Future AI Chips With Major Customers
AMD CEO Lisa Su said the company is in active discussions with its largest customers about its MI500 and MI600 products and future offerings.
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AMD Expects AI Revenue to Outpace Server Business
AMD CFO Jean Hu said fourth-quarter data center AI revenue will be much higher, in dollar terms, than revenue from the company's server business.
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