AMD is expected to report strong Q1 FY2026 earnings with revenue and earnings per share surpassing estimates, fueled by robust spending on AI technologies. The rise of agentic AI, which requires more CPUs, has increased the CPU-to-GPU ratio in applications from under 20% to 50%, benefiting AMD's flagship EPYC CPUs. The company has secured more data center deals, particularly with hyperscalers, supporting a positive growth outlook. Despite a high forward price-to-earnings ratio of 42x, AMD's projected 35% earnings growth rate from FY2025 to FY2030 could justify its premium valuation as multiples adjust.
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...
