Dell

AMD Stock Falls After Disappointing Guidance

AMD reported stronger-than-expected second-quarter results driven by sustained server-processor demand, but warned that growth momentum will slow. Q2 revenue rose about 50% to $11.54 billion and adjusted EPS increased 246% to $1.66. Shares fell roughly 9% in after-hours trading despite the gains. AMD said it expects next-quarter revenue between $12.7 billion and $13.3 billion and a maintained adjusted gross margin near 56%. The company is preparing shipments of a second generation of AI servers and has business ties with AI developer Anthropic (including chip orders totaling two gigawatts and an equity commitment of up to $5 billion). AMD remains the world’s second-largest AI-processor supplier after Nvidia.

Workday job API pagination returns total as zero

A technical analysis of Workday's job API found multiple undocumented behaviors that break naïve pagination and scraping. The API returns a truthful total count on the first page (e.g., NVIDIA: 2000) but reports total: 0 on subsequent pages, which causes common loops to stop early and return only a small fraction of postings. The API enforces a strict page size of 20 (requests with limit > 20 return HTTP 400). The API URL cannot be reliably constructed from the public careers URL because it requires an additional host-label segment and variable data-center subdomain. Job postings returned by the API are sparse (title, externalPath, locationsText, postedOn, bulletFields). Measurements were done on 2026-08-02 across tenants including NVIDIA, Salesforce, Adobe, and Sony.

Apple price target raised despite memory crunch

Apple reported fiscal 2026 third-quarter results that beat top- and bottom-line expectations, with revenue of $109.42 billion and EPS of $2.02. The company warned that sharply higher memory prices are a material headwind and said supply constraints will increase, prompting price hikes on MacBooks and iPads. The author raised Apple’s price target to $340 from $300 while maintaining a hold-equivalent rating, citing long-term strengths in hardware and services and the upcoming broader rollout of "Apple Intelligence." Tim Cook will move to executive chairman on Sept. 1 and John Ternus will become CEO. Guidance for the September quarter calls for 9%–11% revenue growth and companywide gross margin of 47%–48%, while management expects memory costs to remain elevated.