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Ivana Delevska: Semiconductor selloff did not reflect earnings gains

Ivana Delevska: Semiconductor selloff did not reflect earnings gains
Semiconductors slide despite strong earnings

Shares of semiconductor companies such as AMD and Coherent saw significant declines last week, even as both firms reported strong revenue growth and issued higher guidance. Ivana Delevska, founder and CIO of SPEAR Invest, emphasized that AMD posted a 45% increase in revenue and guided to approximately $17 billion for the next quarter, as opposed to $13.4 billion, but its shares fell about 15%. Coherent similarly reported 50% revenue growth and raised its outlook, yet its shares declined 16%.

Earlier this year, Ivana Delevska noted that CXMT aimed to launch DDR5 by year end, a move seen as unfavorable for the DRAM sector. Delevska has also commented on Anthropic’s rapid revenue growth from $376 million in Q1 2025 to $11.6 billion in Q2 2026 as disclosed in the company’s S-1 filing for Nasdaq listing. These developments come amid heightened investor scrutiny of guidance and sector outlooks.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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