WS #13417

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AMD, Arista, and Astera Labs all beat Q2 estimates with strong AI-driven guidance, reinforcing the AI infrastructure bull case. Pinterest and Match Group beat EPS but issued lukewarm guidance, while Coupang posted another loss, creating mixed signals for consumer internet.

AI Infrastructure Earnings Surge

AMD, Arista, and Astera Labs all beat Q2 estimates with strong AI-driven guidance, reinforcing the AI infrastructure bull case.

Pinterest and Match Group beat EPS but issued lukewarm guidance, while Coupang posted another loss, creating mixed signals for consumer internet.

Full world state #13417 →