Tech Earnings Split: SMCI Slides, AMD Hopes for CPU Refresh

August 6, 20257m 24s

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Show Notes

Kevin Green kicks off Morning Movers with Sam Vadas to discuss a couple tech stock earnings. For Supermicro (SMCI), shares plummeted after a revenue and EPS miss, with tariffs and AI demand concerns weighing on the company's guidance. Meanwhile, AMD's report was a mixed bag, with a beat on revenue but a miss on adjusted earnings per share due in large part to China sales restrictions. Despite this, the company's CPU business is expected to see a refresh in 2026, which could be a catalyst for growth. KG adds the VIX to his watch list as it tests the 20 level, saying volatility could be a friend to traders, but caution is advised as the market navigates a busy earnings docket.

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