AMD Earnings LIVE 💲 AMD Stock — NVDA Challenger? | MSTR SMCI ANET SHOP NVTS | Stock Earnings May 5 Grand Prix Montreal [jvvBd8EG1VZ]

Tag: #Grand Prix Montreal, #buckingham palace garden, #bianca guaccero, #daniel rochefort

Daily Earnings CHALLENGE:

What we will cover in today's live earnings stream:

- AMD Q1 2026 earnings reaction AI GPU demand, MI350 roadmap, and the NVDA read-through

- Data center revenue: can AMD sustain 51%+ year-over-year growth in the segment?

- SMCI Super Micro Computer AI server comeback story and DCBBS margin recovery

- MSTR Strategy Bitcoin treasury mark-to-market BTC and the $12 options swing

- ANET Arista Networks AI networking and hyperscaler data center switch demand

- NVTS Navitas Semiconductor GaN power chips and the AI data center efficiency trade

- How to trade the earnings releases

Join Steve Teilmann and Jesse Fister as they break down AMD Advanced Micro Devices

Q1 2026 earnings LIVE: AI GPU momentum, Lisa gruppo arena Su's MI450 roadmap update, and what

the results mean for the entire semiconductor trade heading into NVDA's print.

Plus morning movers: GRAB Grab Holdings on Southeast Asia fintech and superapp growth,

FANG Diamondback Energy on the Permian Basin and oil prices, VRTX Vertex Pharma on

biotech pipeline strength, WMB Williams Companies on natural gas and AI power demand,

and NCL Norwegian Cruise Line on travel and consumer spending.

Stock Earnings Today, May 5 Full Watchlist

Before Open

PYPL PayPal | PFE Pfizer | DUK Duke Energy | BUD Anheuser-Busch InBev

After Close

AMD Advanced Micro Devices | MSTR Strategy | SMCI Super Micro Computer |

ANET Arista Networks | SHOP Shopify | NVTS Navitas Semiconductor |

ETN Eaton Corporation

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