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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 259.65

+1.4%

9:30 AM EST

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From: Joe NYC	10/23/2025 7:15:52 PM
	Read Replies (2) of 72060

Guidance - Altera was $386m for incomplete quarter. So that is what will be missing from the Top Line in Q4 - excluding Altera, QoQ revenue is projected to be flat - "Products" overall up, but limited by tight supply - Client down modestly - Server up strongly - prioritizing wafers for server away from entry level client parts (Raptor Lake?) - revenue mid point $13.3B down from 13.7B but Altera of $400m is the difference - EPS of 8 cents down from 23 cents in Q3. Not sure why...

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