AMD Just Raised the Bar With a Bold 5-Year Plan
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.
Key Points
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AMD forecasts explosive growth, including 60% annual expansion in data centers.
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Billionaire Doubles Down on This AI Powerhouse
Lately, billionaire Philippe Laffont has been making bold moves. During the second quarter, Laffont sold part of his Amazon stake, trimming it by about 5% and turned his attention to a name most retail investors barely know, CoreWeave, a company that sits at the center of the AI infrastructure explosion.
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Laffont slightly reduced Amazon after strong gains,
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Why Realty Income May Be Standing on the Edge of a Major Comeback
Over the past decade, the S&P 500 has rocketed more than 4x but Realty Income, a mere 2x and change. Not disastrous, you’d still have more than doubled your money, but far from spectacular. Yet this may be exactly where the story gets interesting.
After years of lagging, the company known as “The Monthly Dividend Company” could be sitting at an inflection point,
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Is Micron’s AI Gold Rush a Perfect Storm?
Micron Technology soared by more than 42.98% over the last 30 days, a jaw-dropping rally even by tech’s feverish standards. The reason? Artificial intelligence and specifically, the voracious appetite for memory chips powering the world’s new AI data centers.
But beneath the surface of the AI euphoria, do the fundamentals justify the soaring share price?
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Anthropic’s Rise Has Been Stunning, How Big Can It Get?
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?
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Read MoreThe Burst
Why Rivian’s Stock Is Suddenly Popping
Shares have ripped higher recently, and the reason has less to do with flashy announcements and more to do with something far more fundamental, Rivian is fixing the hardest part of the EV business.
On the surface, Rivian Automotive looked like it was catching its breath in 2025. No new models. No headline-grabbing unveilings.
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Read MoreThe Spotlight
Costco’s Secret Profit Engine
Beneath the surface, Costco isn’t just about cheap gas, hot dogs, and fancy electronics, but the financial engine is far less obvious, and far more powerful than most casual shoppers realize.
If you’re thinking about buying Costco stock, understanding these three fundamentals could change how you see the company’s long-term investment case.
Key Points
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Annual fees generate the majority of net income,
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Read MoreThe Daily
3 High-Yield Dividend ETFs to Buy Today
As the market broadens out heading into 2026, high-yield dividend stocks could be set to finally outperform the S&P 500.
High-yield products appear to be gaining in popularity in 2025. Most of the excitement is centered around the single-stock, leveraged, and derivative income funds that are highly volatile and highly risky,
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