AMD reported record quarterly revenue of $13.38 billion as demand for AI computing drove Data Center sales sharply higher. Its outlook points to further growth, while competition and the pace of infrastructure investment remain important factors to watch.

Intel faces a defining test as it works to turn billions in manufacturing investment into a competitive foundry business. New customers, Intel 18A production performance and rising demand for AI data centres could shape whether the company can challenge TSMC and regain investor confidence.

Apple surpassed Wall Street expectations as strong iPhone demand and higher prices lifted quarterly revenue. Rising chip costs, slower services growth and intensifying AI competition could challenge its momentum.