Notes From All Over -- Early Evening Edition -- April 27, 2021

Natural gas: EU admits it can't "go net-zero" without natural gas. Link here.

Let's assume he's telling the truth: what is he saying? Link here. 

News we won't see on ABC Nightly News tonight: Germany sees it as the coldest April in 104 years; the second coldest since 1881; and the snowiest since 1986. Link here. 

And AMD? I haven't read the report yet but AMD was down 0.23% during the day and after hours it surged 3.85%, up $3.28; trading just below $90. That speaks volumes. Before looking at the AMD report, what did XLNX do? Whoo-hoo! XLNX popped after hours, up 3.4%, up $4.50; and trading at $138. So, let's go back to AMD. Don't you just love the phrase "smashes first-quarter estimates"? LOL. Link here. And on top of that, "guided higher."

• adjusted EPS: 52 cents vs 44 cents
• sales: $3.45 billion vs $3.21 billion forecast;
• y/y: earnings "rocketed" 189% and sales almost doubled;
• with Apple's M1 / M2 chip, and now AMD/XLNX, one really has to take another look at Intel
• also, Texas Instruments posted better-than-expected results; reporting today, also;

MSFT: apparently the earnings report was superb, but the stock closed flat and then, after hours, dropped 2.5%, dropped almost $7; trading at $255. Same thing could happen to AAPL tomorrow.