CEO Lisa Su has unveiled a long-term forecast that forces investors to rethink where AMD could be heading.
The new guidance fundamentally reshapes how AMD’s role in the AI ecosystem should be valued.
AMD forecasts explosive growth, including 60% annual expansion in data centers.
» Read more about: AMD Just Raised the Bar With a Bold 5-Year Plan »
Among the more compelling income opportunities in this corner of the market is Ares Capital, a business development company offering a nearly double-digit yield supported by one of the strongest credit platforms in the country.
That yield isn’t the main reason sophisticated investors pay attention, though. What distinguishes Ares Capital is the durability of the system generating those payouts.
» Read more about: Is This The Most Reliable Passive-Income Engine? »
When Berkshire Hathaway showed up with a new position in Alphabet, more than a few eyebrows went up. Alphabet, after all, is pursuing everything from autonomous driving to quantum computing, hardly the plain-vanilla playbook Buffett made famous.
But once you dig in, the move becomes far less mysterious. Alphabet is still, above all else,
A year ago, Anthropic was a specialist name known mostly within AI research circles. Today, the company behind Claude is scaling so quickly that veteran investors openly call its trajectory “almost without precedent.”
Its sharp focus on enterprise AI, and its increasingly intertwined relationship with Microsoft, has made one comparison hard to ignore: is Anthropic quietly positioning itself the way Microsoft did in the early PC era?
» Read more about: Anthropic’s Rise Has Been Stunning, How Big Can It Get? »
Entertainment may have expanded well beyond Los Angeles, but its center of gravity hasn’t moved. From its base in Burbank, The Walt Disney Company continues to operate a global engine that spans film, television, streaming, sports, parks, merchandise, and travel. Competitors like Warner Bros.
Discovery and Skydance may circle potential mergers, but even a combined entity wouldn’t approach the depth or global reach Disney has spent generations building.
Over the past three years, demand for Nvidia’s GPUs has ballooned so fast that the company has entered a rare feedback loop. Every architecture upgrade sparks a new wave of orders from hyperscalers, which funds even faster improvement, which attracts even more demand. How long can this last?
If Jensen Huang is right,
» Read more about: Nvidia’s Next Leg of Growth Could Be Massive »
Once investors saw how fast CoreWeave revenues were accelerating, hesitation disappeared. Shares didn’t just climb, they exploded, rising more than 4x in a matter of weeks.
That kind of surge rarely lasts forever, and over the past month CoreWeave has given back roughly 35%. The pullback has left investors wondering whether something fundamental has changed or whether this is simply the kind of temporary reset that follows massive gains.
» Read more about: 1 Infrastructure Specialist That’s Suddenly on Sale »
Unity Software remains a cornerstone of modern game development, powering nearly half of all video games built today. After last year’s dull performance that strained investor patience and damaged developer trust, the company finally appears to be turning a corner.
Shares are up roughly 80% over the past year as Unity works through its turnaround plan and rebuilds credibility.
Shares of PayPal haven’t joined the tech sector’s rally. While the S&P 500 has climbed, PayPal has slipped about 15% over the past year. But a new partnership with OpenAI and strong underlying fundamentals could mark the start of a rebound.
PayPal’s integration into ChatGPT positions it as the default payment option for AI-powered shopping—an early lead in conversational commerce.
» Read more about: Is PayPal About to Stage an AI-Powered Comeback »
Amazon shares surged nearly 9% within a week of its latest earnings report, extending a 31% gain over the past year.
The strong results reignited investor confidence but the real story goes beyond quarterly numbers to Amazon’s growing role at the center of the AI boom.
Amazon’s earnings beat was impressive,
» Read more about: Has This Mag 7 Stock Got More Fuel In the Fire? »