1019 ET - Strong computing demand for servers and PCs should allow AMD to beat 4Q and 1Q guidance estimates and gives the company a near-term cushion to settle uncertainty about its artificial-intelligence roadmap, Wedbush analysts Matt Bryson and Antoine Legault write in a note. The company's valuation has hinged on assumptions about the company's AI opportunities, they write, but near-term strength in traditional CPUs creates some wiggle room. "We believe the shift in demand dynamics has potentially created an intermediate term tailwind that should create a bit more leeway for AMD to execute its AI strategy," they write. AMD is up 5%. (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

February 02, 2026 10:19 ET (15:19 GMT)

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