AMD Stock Soars Ahead of Earnings: A Calculated Bet on AI's Future
With shares up over 100% in a year, investors are weighing whether to buy AMD stock before its February 3rd earnings report, as the chipmaker capitalizes on the AI boom.
With shares up over 100% in a year, investors are weighing whether to buy AMD stock before its February 3rd earnings report, as the chipmaker capitalizes on the AI boom.
Ford Motor Company launches a dedicated energy storage business, Ford Energy, appointing Lisa Drake to lead the charge into the rapidly growing battery storage market, signaling a strategic expansion beyond vehicle manufacturing.
Israeli police have detained municipal officials and business figures suspected of embezzling millions in international donations intended for communities devastated by the October 7 Hamas attacks, launching a major fraud investigation.
A sharp weekend correction saw Bitcoin tumble over 7%, erasing billions in leveraged positions. While the immediate trigger appears tied to political uncertainty, analysts point to overheated market conditions as the deeper cause, even as institutional sentiment remains cautiously optimistic.
Amazon is negotiating a landmark investment of up to $50 billion in OpenAI, according to sources familiar with the matter. The move could position the tech giant as the lead investor in a funding round aiming to raise up to $100 billion ahead of a potential trillion-dollar IPO.
NVIDIA's CEO Jensen Huang indicates that Chinese regulatory approval for the sale of its flagship H200 AI chip is still pending, amid high demand from major tech firms and ongoing U.S.-China tech tensions.
First Pacific Advisors' FPA Crescent Fund disclosed it sold its position in tech giant Microsoft in Q4 2025. The value-focused fund explained the move was driven by a search for greater upside in other AI-related investments, despite acknowledging Microsoft's strong fundamentals.
As the AI infrastructure race accelerates, Nvidia's relentless innovation cycle and commanding market position point to sustained growth, with data center spending projected to reach trillions annually by 2030.
Investment firm Ashva Capital Management highlights Advanced Micro Devices (AMD) in its latest investor letter, citing the chipmaker's disciplined execution as a cornerstone for enduring growth, even as the fund's overall 2025 returns trailed major indices.
Microsoft shares suffered their worst single-day decline since 2020, erasing $357 billion in market value after quarterly results disappointed investors. While concerns over AI spending and Azure growth metrics fueled the sell-off, some analysts see a potential entry point for long-term investors as the tech giant addresses capacity constraints.
German federal prosecutors have arrested five individuals accused of orchestrating a vast procurement network that allegedly funneled millions of euros worth of goods to Russian defense companies, in direct violation of EU sanctions imposed following the invasion of Ukraine.
QatarEnergy awards McDermott a pivotal contract to plan the removal of 27 aging offshore platforms, marking the nation's first major step in responsibly retiring legacy oil and gas infrastructure.
Purcari Wineries has submitted a binding offer to acquire Romanian competitor Serve Ceptura, a move that would significantly expand its vineyard holdings and production capacity in the prestigious Dealu Mare wine region.
A South Korean family's paper wealth soared past $800 million after their company, L&F Co., inked a landmark battery materials deal with Tesla. Less than two years later, a quiet regulatory filing slashed the contract's value by 99.9997%, a collapse tied directly to Tesla's production struggles with its Cybertruck and 4680 battery cells.
Investment firm Giverny Capital outlines its rationale for adding Watsco to its portfolio, highlighting a value-oriented strategy as markets remain dominated by AI euphoria. The firm's latest investor letter reveals a challenging quarter of narrow returns.
Norwegian energy giant Equinor is selling its onshore shale assets in Argentina's Vaca Muerta formation to local operator Vista Energy, marking a strategic pivot as it doubles down on offshore exploration and core international markets.
PepsiCo's CEO expands his tech governance role at IBM, while a new financial chief takes the helm in the critical India region. These moves come as the beverage and snack giant's stock shows resilience, prompting investor analysis of its future direction.
A revised analyst price target for Grupo Financiero Banorte (BMV:GFNORTE O) is refocusing investor attention on the Mexican banking giant, highlighting how evolving assessments of risk and growth potential can rapidly reshape a stock's narrative.
As BlackRock expands access to private assets for wealthy clients through a new partnership, a significant markdown in one of its private credit portfolios and a new executive incentive plan are drawing investor attention to the risks and opacity inherent in the booming alternatives space.
Japan has successfully retrieved rare-earth-rich sediment from the deep Pacific seabed in a world-first test, marking a significant step in its national strategy to diversify critical mineral supplies and reduce dependence on China.