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💻 Technology · Next Week

Advanced Micro Devices Inc. (NASDAQ: AMD) beats Q2-FY2026 earnings (August 4, 2026, after market close) adjusted non-GAAP EPS consensus of approx. USD 1.60 per share

Pending ✦ AI-generated prediction Published on 26. July 2026 · Predicted for 4. August 2026 · Based on: Historical Cycle
Probability
76%

AMD guided Q2-FY2026 revenue at $11.2bn (±$300M) — up +46% y/y and +9% QoQ vs. Q1. The Data Center segment (MI300/MI350 AI accelerators, EPYC server CPUs) already grew +57% y/y to $5.8bn in Q1. AMD has beaten adjusted EPS estimates in 8 consecutive quarters (Q1-FY2026: non-GAAP EPS $1.57 vs. consensus $1.52). CEO Lisa Su cited 'accelerating demand for AI infrastructure.' No direct Polymarket data for AMD Q2; own assessment based on revenue guidance and beat history.

Data basis for this prediction
  • AMD Q2-FY2026 Revenue Guidance: 11,2 Mrd. USD ±300 Mio. (AMD IR, Pressemitteilung 7. Juli 2026)
  • AMD Q1-FY2026: Non-GAAP EPS 1,57 USD vs. Konsens 1,52 USD – Beat +3,3 % (AMD April 2026)
  • AMD Data Center Q1-FY2026: 5,8 Mrd. USD (+57 % y/y) (AMD Pressemitteilung April 2026)
  • AMD EPS-Beat-Rate: 8/8 letzte Quartale (Bloomberg/FactSet, Stand 26. Juli 2026)

Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.

Verdict: Pending
This prediction is still open. It will be evaluated automatically against real-world sources after its due date.
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TSMC (NYSE: TSM, TWSE: 2330) reports Q3 FY2026 net revenue above $30 billion (October 2026, confirmed by TSMC press release)

TSMC's Q1 2026 net revenue was ~NT$839bn (~$26bn at ~32 TWD/USD). Q3 is historically the strongest quarter (iPhone production ramp, AI chip demand). Hitting $30bn requires ~15% QoQ growth from Q1 2026; analyst consensus implies 25–30% YoY FY2026 growth. Structural demand for 3nm/2nm capacity from NVIDIA B200/B300, AMD MI400, and Apple A19 is unabated. No Polymarket contract; Bloomberg analyst consensus implies Q3 revenue of ~$29–31bn → own estimate: ~62%.

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SpaceX Starship Flight 14 (IFT-14): Fully successful mission with Mechazilla booster catch AND Ship re-entry/landing by September 30, 2026 (confirmed by SpaceX webcast or press release)

The existing open forecast only covers IFT-14's first launch attempt by Q3 2026. This forecast goes further: both primary objectives (booster catch and Ship re-entry) must be achieved in a single flight. SpaceX first successfully caught the booster at IFT-12; Ship re-entry remains iterative. Full reusability in one flight is SpaceX's stated goal but has not been consistently achieved. No Polymarket contract for this specific milestone; own estimate: ~30%.

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Arm Holdings plc (NASDAQ: ARM) beats Q1-FY2027 earnings (approx. July 30, 2026, after market close) adjusted non-GAAP EPS consensus of approx. USD 0.45 per share

Arm Holdings is expected to report Q1-FY2027 results (April–June 2026) on approximately July 30, 2026 — consistent with the prior-year pattern (Q1-FY2026: July 30, 2025). ARM's v9 architecture dominates AI chip design: AWS Graviton 4, Microsoft Cobalt 100, and Apple M4/A18 all use ARM. Premium-tier (v9) royalty revenues grew +37% y/y in Q4-FY2026. ARM has beaten non-GAAP EPS consensus estimates in six consecutive quarters. With expanding AI infrastructure and Iran-war-driven defense/radar chip demand, another beat is very likely. No direct prediction market for ARM Q1-FY2027 found.

73%
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