AMD and Alphabet both reported strong Q2 2026 results but represent different AI investment stories. AMD's revenue surged 50% with a 107% increase in data center sales, driven by its Helios hardware systems, while Alphabet grew revenue 24% with an 82% jump in Google Cloud, backed by a $514 billion backlog. AMD trades at a high valuation reflecting its rapid growth, whereas Alphabet offers a lower valuation despite its broad AI ecosystem and strong cloud demand. Investors face a choice between AMD's focused hardware growth and Alphabet's diversified AI platform with potential undervaluation.
A machine learning model predicts Intel's stock price will slightly decline to an average of $86.42 by September 30, 2026, down 0.51% from current levels. Despite strong growth driven by AI demand and improved fundamentals like rising revenue and ear...
Semiconductor stocks, including Intel, NVIDIA, and AMD, dropped sharply as a global bond selloff pushed long-term yields to their highest levels in over a year. Rising yields reduce the present value of future earnings, hitting high-growth AI-related...
Broadcom's stock has fallen 25% from its peak, trading around $370 while Wall Street analysts average a $526 price target, with BNP Paribas Exane projecting an 82% upside to $675. The company benefits from strong AI semiconductor growth, with a $30 b...
AMD posted a 50.1% revenue increase to $11.54 billion and a 245% jump in non-GAAP operating income, fueled by expanding gross margins. The data center segment saw a 107% revenue rise year-over-year, boosted by growing server CPU demand and enterprise...
JPMorgan introduced two new ETFs, ROCY and ROCQ, designed to reduce the tax burden on income for investors holding shares in taxable accounts. Unlike JEPI, which generates mostly ordinary income taxable annually, these new funds focus on return-of-ca...
