AMD shoots profit in the 3rd quarter and reinforces the market's commitment to artificial intelligence
Operating profit more than doubled and margin rose from 14% to 21%, according to Money Times, while Nvidia and AMD increased their investment in Meta.
BY THE X-TRADER NEWS NEWSROOM · REPORTING FROM MONEY TIMES · 3 MIN
AMD released its balance sheet for the third quarter of 2026 on Wednesday (4), with a jump in results that caught the attention of Wall Street. According to Money Times, operating profit rose 123% year-on-year, from US$1.27 billion in 3Q25 to US$2.83 billion in 3Q26. For the vehicle, performance confirms the boom in artificial intelligence.
Revenue for the quarter totaled US$13.38 billion, an increase of 45% compared to US$9.25 billion in the same period in 2025. In the same vein, the operating margin went from 14% to 21%, which means that the company converted more of its revenue into profit. These are numbers that leave the company in a prominent position in the semiconductor sector.
The balance arrived in a cautious trading session. According to The X-Trader News, the Ibovespa remained stable, at 167,910 points, while the American currency was priced at R$5.48 amid expectations for the United States election. The 10-year Treasury was reading 4.89%. In New York, the Nasdaq was rising and the Dow was falling, with investors paying attention to technology reports and American midterms.
AMD's move also ties into a larger operation. According to Times Brasil, Nvidia and AMD will invest capital in Meta, with the aim of expanding collaboration and the technical base of AI. Nvidia's planned contribution amounts to 4 billion dollars, which amounts to R$ 17.2 billion, and will be made in Meta shares. AMD would allocate 1 billion dollars, or R$5.7 billion. On the other hand, the company intends to raise 95 billion dollars, equivalent to R$543.4 billion, destined for applications in artificial intelligence.
The numbers in the report itself, however, do not add up. The text reports a total contribution of US$4 billion (R$22.9 billion), but the sum of Nvidia and AMD's installments reaches US$5 billion. The conversion made by the vehicle also implies an exchange rate of around R$5.7 per dollar, above the rate of R$5.48 mentioned in this article.
What changes for the investor
For those who follow the Nasdaq, the case reinforces the weight of chip manufacturers and AI infrastructure in the balance sheet agenda. As long as the investment cycle of big tech continues to drive revenue for suppliers, results like AMD's tend to keep the sector on the radar. With the 10-year Treasury at 4.89%, the cost of capital also remains a relevant variable for growth companies. At the same time, the dependence on billion-dollar fundraising and the divergence of numbers in the reports require careful reading before making any conclusion about the price of assets.
Automatically translated from Portuguese.
