AMD CEO Lisa Su predicts a shift in AI infrastructure where CPU-to-GPU ratios will move from 4-5 GPUs per CPU to nearly 1-to-1, driven by agentic AI and inference workloads increasing CPU demand. This structural change doubles the total addressable market for server CPUs to over $120 billion by 2030, growing at more than 35% annually. AMD's Q1 data center revenue rose 57% year-over-year, with server CPU revenue up over 50%, and Q2 guidance expects over 70% growth. Intel and Flex also benefit from this trend, with Intel's data center segment growing 22% and Flex expanding its AI data center infrastructure business. This broadens the AI infrastructure investment landscape significantly.
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...
