Bloomberg Tech AMD Forecast Fails to Impress Investors
16 snips
Feb 4, 2026 
Mitesh Agrawal, CEO of Positron AI, building energy-efficient inference chips. Dave Clark, former Amazon operations chief and founder of Augur, deploying supply-chain OSs at enterprises. Jessica Malugian, competition policy director at CEI, on antitrust in media and streaming. Kunjan Sfani, Bloomberg Intelligence semiconductor analyst, on chipmakers, M&A, and market trends. They discuss AMD’s disappointing forecast, AI-driven market sell-offs, Nvidia–OpenAI ties, and chip industry moves.
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AMD Guidance Disappointed Despite Beat
- AMD's sales guide beat consensus but failed to meet lofty investor expectations at the high end of the range.
- Kunjan Sfani says the modest beat and China revenue mix pressured margins and investor enthusiasm.
Anthropic Tool Sparked Broad Market Sell-Off
- Anthropic's new automation tool accelerated a broad sell-off across software and then into hardware names.
- Carmen Reinecke notes the move looks like a washout with many stocks entering oversold territory.
Consider Nibbling On Oversold Software
- Look for oversold software names as potential entry points, but proceed cautiously to avoid catching a falling knife.
- Carmen Reinecke suggests nibbling may pay off if the sector finds a rebound.