Advanced Micro Devices (AMD) has outperformed expectations, rising 62% and exceeding a bullish price target of $304.20. Despite potential share dilution of up to 16.5% from compute-for-equity deals with Meta and OpenAI, AMD is expected to maintain strong pricing power and secure significant follow-up orders. The company projects 36% sales growth and 63% EBITDA growth by 2027, supported by rising margins, strong free cash flow, and potential share repurchases. These factors position AMD well to offset dilution and benefit from partnerships with major hyperscalers, with an upside price target of $569.28 by 2027.
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...
