AMD beat Q1 consensus and the stock jumped 15% in after-hours trading. Disney and Uber report around 6:40 AM ET pre-market, just before this brief lands.
Tonight's Watchlist 📈
| Stock | Movement | What to Watch |
|---|---|---|
| AMD | +15% after-hours | Q1 big beat, Data Center +57% YoY, Q2 guide $11.2B |
| NVO | Up post-AM release | Q1 profit beat, GLP-1 demand strong (positive read for LLY) |
| DIS | Reports ~6:40 AM ET | Disney+ subs, parks pricing, FY26 content spending guide |
| UBER | Reports US pre-market | Adjusted EBITDA, Waymo robotaxi rollout, third-city expansion |
Tonight's Catalysts 🧨
- AMD blowout Q1. Revenue $10.25B (vs $9.85B consensus), non-GAAP EPS $1.37. What moved the stock: Data Center segment jumped 57% YoY to $5.8B, more than half of total company revenue. MI300X and MI325X chips deployed at Microsoft, Meta, and Oracle. Q2 guided to $11.2B (+46% YoY).
- Disney fiscal Q2 (~6:40 AM ET). Market watching Disney+ subscriber adds, theme park attendance and pricing, FY2026 content spending guidance. Consensus EPS $1.29, revenue $21.5B. Conference call follows at 8:30 AM ET.
- Uber Q1 (US pre-market). Focus: adjusted EBITDA, Waymo robotaxi rollout in Austin and Atlanta, third-city expansion announcement. Consensus revenue $13.27B, EPS $0.71.
- Novo Nordisk Q1. Profit beat consensus, Ozempic and Wegovy demand still the engine. Positive read-through to Eli Lilly (LLY).
Pre-market Pulse 📊
Wall Street closed at fresh records Tuesday night. S&P 500 +0.81% and Nasdaq +1.03% both printed all-time highs, driven by the AI capex narrative. Anthropic committed $200B to Google Cloud, Samsung crossed $1T market cap on the AI chip surge. AMD is the concrete confirmation that AI capex dollars are landing on chip vendors' P&Ls, not just analyst forecasts. Futures are extending momentum into Wednesday, with AMD leading the after-hours move +15%.
Macro Note 📝
Commodities firm: WTI ~$105/bbl, gold $4,554/oz holding the geopolitical bid. 10Y Treasury 4.43%, USD/IDR 17,414. Russell 2000 +1.75% Tuesday, broad risk-on signal.
Check Watchlist on Gotrade to see all four tickers and their after-hours reactions.
