Advanced Micro Devices (AMD) continues to be rated a Buy due to its strong growth driven by artificial intelligence (AI) and solid execution. The stock trades at a 31x forward price-to-earnings ratio, reflecting a 29% premium over the sector median, supported by multi-year deals, cloud and data center expansion, and significant Wall Street financing fueling AI demand. While risks include reliance on AI, potential peak margins, and competition from Nvidia, no immediate structural problems are expected. AMD's stock has surged 34%, outperforming the market, highlighting investor confidence in its AI-driven growth prospects.
Marvell Technology's CEO Matt Murphy attributes the company's 241% stock rise over the past year to a decade-long build of trust with major tech firms. This trust has enabled Marvell to secure significant AI ecosystem partnerships, including deals wi...
Invesco offers two ETFs, QQQ and QQQM, that track the same Nasdaq-100 index with identical holdings and management but differ in fees. QQQ charges a 0.18% fee, while QQQM charges 0.15%, which may seem small but compounds into significant savings over...
AMD has posted a 107% year-over-year increase in Data Center revenue and secured a major 6GW GPU deal with OpenAI, yet its stock has declined nearly 6% over the past month amid profit-taking and concerns over its Gaming segment and external risks. Wa...
Nancy Pelosi's spouse purchased $3 million to $12 million worth of Bloom Energy stock and options in late July 2026. Shortly after, Bloom Energy was added to the S&P 500 on September 4, 2026, causing the stock to jump over 7%. Bloom Energy has transf...
Nvidia recently surpassed a $5 trillion market capitalization, driven by over 100% revenue growth and strong data center demand. Analysts see further upside, with a price target around $301, implying a 32.65% gain, fueled by the Vera Rubin product ra...
