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
-
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 »
Read More
Is Apple About to Bail Out Intel?
Big Tech seems to have rediscovered its appetite for Intel, a company that for years has looked more like a laggard than a leader. Billions of dollars are suddenly flowing its way, and the roster of backers is eye-catching.
In the past few weeks alone, the U.S. government committed just shy of $9 billion for roughly a 10% equity stake,
» Read more about: Is Apple About to Bail Out Intel? »
Read More
1 Tech Giant to Own Forever
Amazon doesn’t look like a traditional stock. It’s more like a portfolio hiding inside one ticker. The company spans multiple industries, each one a profit driver in its own right.
The most visible business is e-commerce. In the second quarter of 2025, Amazon pulled in $137 billion in sales.
What many investors miss is that over 60% of those sales now come from third-party sellers.
» Read more about: 1 Tech Giant to Own Forever »
Read More
Could a Consumer Bull Market Supercharge Shopify?
The SPDR S&P Retail ETF is up about 25% since April 1, putting it within reach of its all-time high from late 2021. That kind of pop isn’t happening in isolation.
Consumer sentiment, which had been stuck near recessionary levels for most of 2022–2023, has recovered to a three-year high in 2025, according to the University of Michigan’s surveys.
» Read more about: Could a Consumer Bull Market Supercharge Shopify? »
Read More
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?
» Read more about: Anthropic’s Rise Has Been Stunning, How Big Can It Get? »
Read MoreThe Burst
1 AI Power Play Most Investors Missed
While analysts chase the next hot AI chipmaker, one company has become indispensable to the AI boom itself, not through computing, but through power.
Bloom Energy, long known for its on-site solid oxide fuel cells, has suddenly become the market’s stealth AI infrastructure play. Shares have rocketed more than 6x this year, and for reasons most investors haven’t yet grasped.
» Read more about: 1 AI Power Play Most Investors Missed »
Read MoreThe Spotlight
1 Stock to Own for the Next Decade
Every once in a while, a company comes along that feels like the rare exception, a business so well-positioned, diversified, and forward-looking that it could anchor a portfolio for years.
Broadcom is one of those companies and it might be the single best position to hold for the foreseeable future.
Key Points
-
Broadcom combines cyclical chip sales with high-margin recurring software revenue from acquisitions like CA,
» Read more about: 1 Stock to Own for the Next Decade »
Read MoreThe Daily
Stock market today: Dow leads S&P 500, Nasdaq lower after volatile week as Intel earnings fall short
A preliminary reading on S&P Global’s US Manufacturing PMI showed the activity-tracking index hitting 51.9 in January. That was slightly below the 52 expected by economists tracked by Bloomberg, but a hair above the 51.8 print last month.
Meanwhile, the US Services PMI was 52.5 in January (so far),