Marley Kayden tells investors not to expect AMD Inc.'s (AMD) latest round of partnerships in OpenAI and Oracle (ORCL) to play Tuesday's postmarket earnings. She instead directs attention to the company's financials and chip sales. Marley talks about analyst expectations, with one firm pointing to challenges ahead for AMD. She addresses her own concerns that the stock has run significantly higher and faces a similar set-up into earnings that Palantir (PLTR) did on Monday.