Palantir, AMD, and Arm Holdings report earnings this week as investors assess AI adoption and semiconductor momentum.

Palantir Technologies reports after market close Monday, May 4. The company delivered Q4 revenue of $1.4 billion (70% year-over-year growth) and adjusted EPS of $0.25 (79% growth). Management guides for Q1 revenue of $1.534 billion at the midpoint, representing about 74% growth.

Advanced Micro Devices reports after market close Tuesday, May 5. AMD generated Q4 record revenue of $10.3 billion (34% year-over-year growth) and EPS of $0.92 (217% growth). The company guides for Q1 revenue of $9.8 billion at the midpoint, representing 32% growth. AMD recently unveiled its Instinct MI450 accelerator, positioned to compete with Nvidia.

Arm Holdings reports after market close Wednesday, May 6. The company delivered fiscal Q3 record revenue of $1.24 billion (26% year-over-year growth) and adjusted EPS of $0.43 (10% growth). Management guides for revenue of $1.47 billion (18% increase) and EPS of $0.58 (5% increase). Arm announced the Arm AGI CPU earlier this year, a custom chip designed to speed AI inference and the company's first foray into custom silicon.