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Key Points Shares of the semiconductor company Advanced Micro Devices (NASDAQ: AMD) fell sharply last month as a sectorwide sell-off among semiconductor stocks weighed on AMD and its peers amid fears of AI overspending. AMD shareholders were also concerned about a report that said AI company DeepSeek is developing its own AI processor. Missed Nvidia ...
Key Points The S&P 500 held just above Friday’s record close while the Dow and Nasdaq Composite slipped slightly. Brent crude has swung from $113 in the spring to near $80 last week and back to $86 today, all on varying war headlines. Second-quarter earnings are nearly wrapped, with analysts expecting profit growth near 50%, ...
Key Points Alphabet saw its backlog of contracted cloud computing services climb to $514 billion last quarter. It’s spending huge amounts of capital to build additional capacity. The long-term profit and cash-generation potential can’t be ignored. 10 stocks we like better than Alphabet › The amount of money being spent on AI compute was plainly ...
Key Points Netflix and MercadoLibre are trading 38% and 23% lower over the past year. Both have fallen out of favor, and poorly received quarterly results this earnings season aren’t helping. Both stocks are historically cheap right now, even as they face stiff near-term headwinds. 10 stocks we like better than Netflix › Earnings season ...
Key Points Investors considering Ford Motor Company (NYSE: F) have some pluses and minuses to weigh as they decide. A big plus for the company is its dividend, which recently yielded a solid 4.25%. With that kind of yield, you could generate more than $1,000 in annual income if you owned around 1,700 shares. Those ...
Key Points Amazon is leveraging its global cloud leadership and ecosystem to power AI adoption worldwide, while Alibaba is embedding AI across China’s vast digital economy. Amazon offers a more established and predictable AI growth story, whereas Alibaba’s lower valuation and improving AI capabilities could deliver greater upside. 10 stocks we like better than Amazon ...
Key Points At the end of 2025, Elon Musk owned roughly 20% of Tesla‘s (NASDAQ: TSLA) shares, inclusive of the over 300,000,000 options he recently exercised. That’s a huge stake, but for comparison, the giant asset manager Vanguard was the second-largest holder with a 6.1% stake in the company. Musk’s massive ownership position changes the ...
Key Points Amazon (NASDAQ: AMZN) stock soared 15% after it reported second quarter earnings. That’s an impressive gain in one day, but I think that was just the beginning. The reality is that Amazon is a fantastic investment, and the news that it provided during its Q2 earnings shows that its plan is working. As ...
Key Points Amazon increased its AI spending to $220 billion for 2026, up from $200 billion, largely due to rising memory costs. AI spending overall is rising at a shocking clip, by some estimates up 500% since 2022. 10 stocks we like better than Amazon › The hot technology of the day is artificial intelligence ...
Key Points Advanced Micro Devices (NASDAQ: AMD) shares sank despite the semiconductor company reporting a surge in AI data center revenue in the second quarter and projecting that the segment will see revenue more than double in 2027. While the stock is well off its high, it is still up around 125% on the year. ...
The whipping post
The whipping post
