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AMD, Novo Nordisk, Rivian, Super Micro and Trainline

The shares of the chipmaker were higher in the forecast trade after reporting the yield for the first financial year that met the expectations and provided a strong guide for the turnover of the current quarter.

For the quarter, AMD (AMD) recorded an adjusted result per share (EPS) of $ 0.96 for sales of $ 7.4 billion, before the expectations of analysts of $ 0.94 for sales of $ 7.1 billion, based on Bloomberg Consensus estimates. In the same quarter of the previous year, the company reported EPS of $ 0.62 and sales of $ 5.4 billion.

AMD also said that sales between $ 7.1 and 5.3 billion and $ 7.7 billion is expected to expect sales of $ 7.1 billion. Analysts expected 7.2 billion USD.

Lisa Su, CEO of AMD, said that despite strict regulations for advanced AI chip exports, the company achieved its results in the first quarter. The company's forecast comprised costs of $ 800 million that the company indicates because the US's US export limited some of the company's artificial intelligence chips.

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“Despite the dynamic macro and regulatory environment, our first quarters result and the outlook in the first quarter underline the strength of our differentiated product portfolio and the consistent execution position of us well for strong growth in 2025,” said SU in a statement.

The company's data center segment, including AI graphics and sales with a central processor, exceeded estimates and rose by 57%.

Ben Barringer, Global Technology Analyst at Quilter Cheviot, said: “While AMD continues to stay behind Nvidia (NVDA) in the GPU area, it will remain a credible second source for customers and expands its customer base.

“Although the export restrictions for China continue to be a material headwind that will rely on the growth, the outlook of AMD remains positive, since the instructions for the double-digit sales growth and the instructions of Q2 are over 3% above the expectations of the analysts. The China ward is part of the gloss, but overall this is a confident update from a company that is in one increasingly competitive market considers a competitive market. “

The shares of the Danish drug group behind the fatty meal drug Wegovy rose by 5%in early European trade, even after the company had reduced its sales forecast from 2025 and ended a four-year rise of upgrades that were controlled by an increasing demand.

Novo Nordisk (NVO, Novo-b.co) said that the sales of his first weight loss-drug webovy declined 17.36 billion Danish crowns (1.97 billion GBP/2.64 billion USD) from the previous quarter. The income rose by 18% and the profit increased in the first quarter of this year at constant exchange rates by 20%.

“In the first quarter of 2025, we achieved sales growth of 18% and further expanded the reach of our innovative GLP 1 treatments,” said Lars Fruergaard Jørgensen, President and Managing Director. “However, we have reduced our prospects for the year as a whole due to the low-planned brand-GLP-1 penetration, which is influenced by the rapid expansion of the network in the USA.”

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The company now expects sales growth of the year in local currencies between 13% and 21%, from an earlier forecast from 16% to 24%. In addition, the view of operating profit growth was revised to a range of 16% to 24%, compared to 19% to 27% before.

Sheena Berry, analyst in the healthcare system at Quilter Cheviot, said: “The focus for Novo Nordisk remains Ozempic and Wegovy for two.

“As a result, the guidance of the year was reduced, which is not surprising in view of the recent prescription trends for Wortovy and tightened versions that are still on the market.”

The EV manufacturers' shares were just below the flat line in front of the United States opening bell, since it will deliver fewer electric vehicles this year than originally predicted, since the tariff of US President Donald Trump Blitz continues to reach the auto industry.

The California company based in California, it is expected to deliver between 40,000 and 46,000 EVs in 2025, from a range of 46,000 to 51,000, which have already targeted fewer deliveries than in the previous year.

Rivian (RIVN) achieved sales of USD 1.240 billion compared to $ 981.21 billion, estimated by Bloomberg, slightly higher than the $ 1.204 billion registered a year ago. The company recorded an adjusted loss per share of $ 0.41 compared to $ 0.79, whereby an adjusted EBITDA loss (profits before interest, taxes, depreciation and amortization) was expected of USD $ 546.4 million.

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The company maintained its pro-Insized EBITDA loss projection from 2025 in the total year of USD 1.7 billion to USD 1.9 billion.

“In this quarter we achieved our second gross gain in a row and our highest gross gain so far at 206 million US dollars,” said CEO RJ Scaringe in a statement. “We continued to make considerable progress in R2, including the vehicle validation and our normal expansion of the Illinois production facility.”

Super Micro (SMCI) shares decreased by over 5% in the pre -market trade, after they have reduced their sales prospects for the 2025 financial year, with short -term effects of increased economic uncertainty and tariffs.

Super Micro's sales growth of 19% compared to the previous year in the quarter to March 31, but net income decreased to 17 cents per share compared to 66 cents in the same period of the previous year.

The server manufacturer now expects sales between $ 21.8 billion and USD 22.6 billion for the financial year, which ended on June 30, from $ 23.5 billion to $ 25 billion.

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The macroeconomic environment should weigh the performance, the company said after Trump announced the announcement of new tariffs for imported goods in early April.

Chief Executive Charles Lange informed the analysts that the company had observed that a customer was waiting and rated KI platforms between the current funnel and the upcoming Blackwell GPUS, which leads to a delayed commitment. “He added that he was expecting these delayed obligations to step in the Juni and September quarter.

Liang also said that the company would not issue guidelines for the 2026 financial year, referring to the continuing uncertainties in relation to tariffs.

The profits of the trainline (Trn.L) rose last year after it achieved a record sale because the company benefited from the growing popularity of digital tickets and fewer rail strikes.

The company listed in London reported an operating profit of 86 million GBP by 56%for the year until February 28th compared to the previous year.

It made 5.9 billion GBP through the sale of tickets, an increase of 12% compared to the previous year, mainly on quick sales growth in Great Britain and the expansion in European countries.

Trainline earns most of the money by taking over a commission for ticket sales for coach and train trips and benefiting from fewer accessories last year than in 2023.

It also quoted the growing popularity of digital tickets that were stored on mobile phones and paper cards for sales.

However, the company will be exposed to a potential crisis in its main market in Great Britain in the coming years, since a state train operator named Great British Railways called Great British Railways.

Other companies in the news on Wednesday, May 7th:

Card factory (card.l)

Smiths News (SNWS.L)

Japan tobacco (2914.t)

Zurich Insurance (berurn.sw)

Unicredit (ucg.mi)

Siemens Healthineers (shl.de)

BMW (bmw.de)

Wolters Kluwer (WKL.AS)

Ahold Delhaize (ad.as)

Legrand (Lr.a)

Fresenius (fre.de)

Endesa (Ele.mc)

Randstad (rand.as)

Pandora (pndora.co)

Skanska (Ska-B.St)

Telecom Italia (Tit.mi)

Uber (Uber)

Arm (arm)

Applovine (app)

Doordash (dash)

Barrick Gold (gold)

Carvana (CVNA)

Rockwell (ROK)

Formula 1 (Fwonk)

Zillow (Z)

Coherent (Cohr)

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