Wall Street Is Worried About AMD. Here’s Why Long-Term Investors Shouldn’t Be
AMD just crushed its AI earnings and the stock dropped anyway, leaving investors staring at a stock that may be deeply mispriced heading into 2027. The case for a 53% run from here is more credible than Wall Street is…
AMD (NASDAQ:AMD | AMD Price Prediction) just posted one of the cleanest AI beats of the year,
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Read MoreJensen Huang Declares “AGI Has Arrived” — Powered by 100,000+ Nvidia Grace Blackwell GPUs
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Huang declared AGI has arrived, crediting OpenAI’s GPT-6 Astra trained on 100,000+ NVIDIA (NVDA) Grace Blackwell GPUs, with 400,000 more coming online.
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NVIDIA’s Q2 revenue hit $96B, up 106% year over year, with Q3 guidance at $108B as supply struggles to meet surging AI demand.
‘Chinese Warren Buffett’ exits BofA, bets on Pinduoduo: Inside Li Lu’s $3.7bn portfolio
Sensex Today | Stock Market LIVE Updates: Nifty falls towards 23,650 mark as market extends gains
Sensex Today | Stock Market LIVE Updates: The markets are under pressure yet again. The Nifty is down close to 100 points, falling below the 23,700 mark on this Nifty expiry day. The Nifty Bank is down 130 points, falling below 57,000. Shriram Fin, Tech Mahindra and Mahindra and Mahindra are the top laggards.
Read MoreThe Burst
Is This Mag 7 Stock Bucking the AI Trend?
When investors start getting jittery about AI valuations, the instinct is to trim anything tied to artificial intelligence. But that’s tricky when many of the biggest AI beneficiaries are mega-cap tech companies that were thriving long before generative AI existed. Amazon is a perfect example, a business still defined by eCommerce but increasingly central to the global AI build-out.
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Read MoreThe Ivy
This Hydrogen Stock Is Becoming Critical AI Infrastructure
Bloom Energy doesn’t generate power the way most people think about clean energy. Instead of relying on intermittent sources like wind or solar, Bloom’s solid oxide fuel cells convert natural gas or hydrogen into electricity on-site, 24 hours a day.
There’s no combustion, no dependence on weather, and critically for enterprise customers no exposure to grid instability.
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Read MoreThe Spotlight
Meta Looked Impressive Until You Read the Fine Print
Meta Platforms just reminded us that building the future of AI doesn’t come cheap.
After a strong third-quarter report, the stock tumbled more than 12% as management unveiled spending plans that even long-term investors found hard to digest.
At first glance, everything looked stellar. Revenue jumped 26% year over year to $51.2 billion,
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