AMD will host its Advancing AI 2026 event in San Francisco, where Jefferies analysts expect the company to raise its AI CPU market estimate above $200 billion, surpassing Nvidia's figure. The event may also reveal details on AMD's next-gen MI500 GPUs and new customer announcements, with speculation around a deal with AI company Anthropic. AMD's past AI events showed new customer deals significantly impact its outlook. Analysts note that future deals may focus more on economics than equity incentives, as AMD has already allocated 20% equity to OpenAI and Meta. The MI500 series, based on advanced 2nm CDNA 6 architecture, promises a 1,000-fold AI performance boost and may introduce new optical interconnect technology for scale-up.
The SPDR Gold Shares ETF (GLD), the largest gold ETF in the U.S., has experienced over $14 billion in cash outflows since March 1, 2026, coinciding with a 7.8% year-to-date decline in gold prices. The GLD's net asset value fell to about $128.61 billi...
A recent survey of options trading in the S&P 500's most active stocks suggests the 'Magnificent Seven' tech giants—Meta, Microsoft, Amazon, Tesla, and AMD—may drive the index to new highs this earnings season. The analysis uses a metric called RiskD...
Japanese technology stocks, including SoftBank and Tokyo Electron, dropped significantly following a steep decline in U.S. semiconductor shares. The sell-off was driven by concerns over AI spending and a recent patent infringement ruling against Kiox...
AMD stock recently broke below the support of a rising price channel, indicating a possible shift to a bearish trend. This breakdown was confirmed by a bearish RSI divergence and a close below key support levels, suggesting weakening momentum. The st...
Adams Diversified Equity Fund reported a 10.8% total return on net asset value (NAV) for the first half of 2026, outperforming the S&P 500's 10.2% and the Morningstar U.S. Large Blend category's 9.5%. The fund's market price return was even higher at...
