AMD shares have surged from $88.70 to $250 in a year, driven by strong AI-related revenue growth and key partnerships with OpenAI, Oracle, and Cisco. The company posted record Q4 2025 data center revenue of $5.38 billion, up 39% year-over-year, and full-year free cash flow rose 129%. Despite regulatory risks and high valuation at 93x trailing P/E, AMD’s AI infrastructure business shows strong momentum, supported by a bullish analyst consensus with 37 Buy ratings and zero Sells. Investors await the May 5 Q1 2026 earnings report for clarity on the MI350 GPU ramp and sustained growth, but current fundamentals and growth prospects favor buying at this price.
Asian semiconductor stocks experienced a significant decline following a sell-off in US chipmakers, with SK Hynix shares dropping over 9% in Seoul after an earlier 8% rally. The sell-off reflects concerns over AI spending and profit-taking after a st...
The FTSE 100 index fell slightly, dragged down by mining stocks reacting to China's slower GDP growth of 4.3% in Q2, its weakest in three years. Despite this, oil prices remained steady amid US-Iran tensions. PayPal shares jumped over 14% following r...
TappAlpha introduced the TappAlpha Cboe Magnificent 10 Growth & Daily Income ETF (TMGN), which offers exposure to the Cboe Magnificent 10 Index featuring leading tech companies like Nvidia, Microsoft, and Apple. This ETF applies TappAlpha's options-b...
In Q2 2026, AMD's stock surged 182.4%, driven by growth in AI workloads linked to large language models. CrowdStrike also saw strong gains of 95.6% due to a positive shift in the AI investment narrative. Conversely, Netflix's stock declined after bea...
The ERShares Private-Public Crossover ETF (XOVR) holds nearly 23% of its portfolio in SpaceX, providing direct pre-IPO exposure to investors. In contrast, the ARK Innovation ETF (ARKK) does not hold SpaceX shares but invests in public disruptive tech...
