Advanced Micro Devices has surged to record highs, driven by major AI chip deals with OpenAI and Meta Platforms. AI GPU

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AMD: $600 Bullseye 

Advanced Micro Devices has surged to record highs, driven by major AI chip deals with OpenAI and Meta Platforms. AI GPU demand remains the primary bul...

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Nebius's Significant Downside Exacerbated By AI Bubble Re-Inflation 

The AI trade has roared back into focus over the last few weeks. Nebius Group N.V. has been at the forefront of the charge. The question, though, is w...

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S&P 500: Euphoric Hormuz Crash In The Making And Oil Surge 

Markets have rallied on fragile ceasefire headlines and an illusory reopening of the Strait of Hormuz, ignoring persistent geopolitical and economic r...

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PDI: 15% Yield That Never Keeps Me Up At Night 

The past 6 months have not been the best ones for PDI. As the long-term yield has moved up and the moment for the next base rate cuts has been pushed ...

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Oracle: AWS Deal Implications