欧洲央行行长候选人诺特：人工智能将带来生产率增长。

MORGAN STANLEY raised its PT on AMD (AMD.O) to $550 from $510.

AMD reported 2026 Q3 revenue $13.38bn, up 45% YoY and above consensus $13.09bn; adjusted EPS $2.09 vs $1.95 expected. Data center revenue nearly doubled YoY to $8.5bn, representing 64% of sales (vs 47% a year earlier), driven by AI processor demand; CEO Lisa Su said data center processor demand is expected to accelerate and the company can meet AI chip demand. AMD guided Q4 revenue ~ $17.0bn, above street $16.2–16.3bn, but gave gross margin guidance of 55% vs consensus 55.3% (a mild miss). PC and gaming revenue fell 8% YoY to $3.7bn, with gaming down 40%, citing memory supply tightness and rising prices. AMD shares rose over 9% after hours, lifting NVIDIA, SK Hynix and other chip stocks.