Advanced Micro Devices (AMD) has been upgraded to a Buy rating, while Intel Corporation (INTC) has been raised to Hold, reflecting growing demand for CPUs in AI infrastructure. Intel's Q1 2026 earnings highlighted the essential role of CPUs in AI inference, benefiting both companies. AMD is viewed as better positioned to capitalize on this trend due to its current product lineup and focused R&D, and it trades at a lower price-to-earnings ratio compared to Intel. Both stocks have reasonable growth expectations, suggesting potential investment opportunities amid the AI-driven market shift.
The global automotive microcontrollers market is projected to grow from USD 15.49 billion in 2025 to USD 34.31 billion by 2035, at a CAGR of 8.28%. Growth is fueled by increasing adoption of advanced driver-assistance systems (ADAS), vehicle electrif...
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...
