Stock Movers Advanced Micro Devices Falls, Super Micro Computer Jumps, Eli Lilly Gains on Revenue Forecast
Feb 4, 2026
Shares slipped after a chipmaker posted a softer-than-expected sales forecast, raising questions about its AI traction. A server hardware firm reported booming demand and a much stronger sales outlook tied to AI data centers. A pharmaceutical company lifted its multi-year revenue forecast thanks to fast-growing GLP-1 products.
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AMD Missed AI Expectations
- AMD's sales forecast missed expectations, signaling weaker-than-expected AI traction for the company.
- The stock plunged roughly 15-16% as investors reacted to the lower-than-anticipated $9.8 billion Q1 sales guide.
SMCI Benefits From AI Hardware Demand
- Super Micro Computer raised its sales forecast, indicating strong demand for AI data-center hardware.
- The stock jumped double digits as investors rewarded the company for signaling robust AI-related revenue.
Eli Lilly Outlines Strong GLP-1 Growth
- Eli Lilly projected 2026 revenue above Street expectations driven by volume growth in GLP-1 drugs.
- The stock rose sharply as investors favored Lilly's stronger outlook versus peers like Novo Nordisk.