Advanced Micro Devices Inc

3 themes that drove Wall Street’s wild week and the new U.S.-Iran conflict wildcard

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Market Turmoil: AI, Geopolitical Risk, and the Investor Landscape Stocks experienced significant volatility last week as investors grappled with the dual forces of artificial intelligence disruption and escalating geopolitical tensions. The situation intensified following U.S. And Israeli strikes on Iran, with President Trump calling for regime change. This comes on the heels of ongoing concerns … Read more

Nvidia posted another blockbuster quarter. One analyst says the stock is a ‘coiled spring’

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Nvidia’s AI Dominance: Beyond the Blowout Quarter Nvidia’s recent earnings report wasn’t just good – it was historic. The chipmaker shattered expectations, reporting $68.13 billion in revenue and adjusted earnings of $1.62 per share for its fiscal fourth quarter. But beyond the numbers, the results signal a deeper trend: Nvidia isn’t just riding the AI … Read more

Nvidia earnings are out after market close. Here’s what Wall Street expects to see

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Nvidia’s Reign at $4 Trillion: Can It Weather the Tech Sell-Off? Nvidia currently stands alone as the last member of the $4 trillion market capitalization club, following the recent dips of Alphabet, Apple, and Microsoft. Investors are keenly watching as the chipmaker prepares to release its fiscal fourth-quarter earnings report on Wednesday, February 25, 2026, … Read more

What I saw at India’s AI summit

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India’s AI Ambitions: Navigating Chaos and Capturing Opportunity New Delhi recently played host to a major artificial intelligence summit, an event intended to showcase India’s growing prominence in the AI landscape. However, the summit was marked by organizational challenges, from logistical nightmares to security concerns and even controversies surrounding keynote speakers and showcased technology. Despite … Read more

Meta deal for Nvidia chips is a big deal. These 2 charts illustrate why

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Meta’s AI Bet on Nvidia: A Turning Point for the Chip Industry? Meta’s expanded partnership with Nvidia, involving a commitment to deploy millions of AI chips – including standalone CPUs – is sending ripples through the semiconductor landscape. This isn’t just a deal; it’s a potential inflection point, signaling renewed confidence in Nvidia’s technology and … Read more

Rubio reassures Europe while U.S. CPI calms investors

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U.S. Secretary of State Marco Rubio delivered a message of reassurance to European allies at the Munich Security Conference on Saturday, signaling a potential shift in tone from previous administrations. While reaffirming President Donald Trump’s commitment to a strong transatlantic alliance, Rubio emphasized the need for Europe to reclaim its sovereignty and confront shared threats. … Read more

Alphabet capex plans spook investors, while AMD has a brutal day in markets

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The Shifting Sands of Tech & Finance: A 2026 Snapshot The market’s reaction to Alphabet’s strong Q4 earnings – a dip despite impressive cloud growth and massive planned capital expenditure – signals a key theme for 2026: investor anxiety around the cost of future growth. It’s no longer enough to simply have a vision; investors … Read more

Nvidia denies rift with OpenAI, while software and asset management stocks plunge

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The Shifting Sands of Tech: AI, Mergers, and Market Volatility The tech landscape is in a state of flux. Recent market movements, highlighted by earnings reports from AMD and Nvidia, coupled with massive deals like the proposed xAI-SpaceX merger, signal a period of significant transition. It’s not just about which companies are winning or losing … Read more

Why the market is worried about Lilly’s earnings but cautiously optimistic on housing

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AI’s Ripple Effect: Beyond Tech Stocks and Into Financials The recent market dip, fueled by anxieties surrounding the future of software companies in the age of Artificial Intelligence, isn’t confined to the tech sector. As highlighted by the CNBC Investing Club, the uncertainty is now impacting financial institutions like Blue Owl Capital, KKR, and Apollo … Read more

Oracle shares fall after announcing plans to raise $50 billion

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The AI Infrastructure Crunch: Oracle, Microsoft, and the High-Stakes Gamble The recent 3% dip in Oracle’s stock, triggered by plans to raise up to $50 billion for AI capacity and potential layoffs, isn’t an isolated incident. It’s a symptom of a larger, more turbulent trend: the incredibly expensive and uncertain race to build the infrastructure … Read more

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