AMD Reports Tonight: The AI Chip Trade's Next Test
AMD reports Q3 after the close Tuesday with analysts modeling $13.1 billion of revenue, up 42%, and EPS of $1.93-$1.95. The stock is down 11% into the print.
James Whitfield8 min read
Author
James Whitfield
Senior Markets Correspondent
James Whitfield has spent more than fifteen years reporting on global capital markets, from trading floors in London and New York to commodity desks in Singapore. He focuses on the cross-asset forces that move prices.
56 articles
Articles by James Whitfield
TradeAnalysis
Midterms and Tariffs: What Changes for US Importers
Tariffs are on the ballot. Democratic wins would shift the trade debate but fall short of rollbacks, Reuters reports — tariff power stays with the White House.
James Whitfield8 min read
Election Day on Wall Street: S&P 500 Faces the Midterm Test
The S&P 500 closed at 7,541.40 on election eve as a 1.1% rally evaporated. The year after midterms has averaged a 13.7% gain — but reaction day often stings.
James Whitfield8 min read
TechnologyAnalysis
Big Tech's $800 Billion AI Bet Meets a Market in Retreat
Five hyperscalers have committed $800.6 billion to AI spending in 2027. After Friday's $1 trillion tech wipeout, investors want to know who pays for it.
James Whitfield9 min read
US-Canada Trade Deal Nears as Tariff Thaw Meets Midterms
A US Canada trade deal is close, Trump says after his Nov 1 call with Carney. Steel and auto tariff relief and a $20 billion overhang hang on the midterms.
James Whitfield8 min read
S&P 500 Midterm Forecast: Election, Fed and Jobs Test Ahead
The S&P 500 starts election week at 7,580.07. Three catalysts in five days — the vote, the Fed, payrolls — decide if the 14.5% post-midterm pattern pays out.
James Whitfield18 min read
MarketsAnalysis
Why Is Gold Falling Despite War? Worst October Since 2008
Gold should have thrived on war, falling yields and a softer dollar this week. Instead, the gold price fell below $4,000 and closed its worst October since 2008.
James Whitfield12 min read
Meta's TPU Talks Rattle Nvidia's Chip Dominance
Meta is in talks to spend billions on Google TPUs — the report that knocked Nvidia down 2.2% and cracked open the question of AI chip pricing power.
James Whitfield7 min read
US Extends China Tariff Truce for Two More Months
USTR's proposed two-month Section 301 China tariff suspension extension pushes the deadline past November 9 — what importers must fix before January.
James Whitfield8 min read
Wall Street Ends October With Worst Day Since June
The Nasdaq fell about 3% on October 30, 2026 — its worst day since June — as Amazon and Intel results deepened doubts about AI spending on Wall Street.
James Whitfield7 min read
TechnologyAnalysis
AI Chip Export Controls in 2026: What the Current Rules Mean for Tech Buyers
AI chip export controls entered a new phase in 2026. This guide explains the licensing regime, who is affected, and what compliance teams should do before year-end.
James Whitfield7 min read
TradeAnalysis
AI Customs Clearance in 2026: A Practical Guide for Importers and Exporters
AI customs clearance is moving from pilot projects to everyday practice in 2026. This guide explains how automated border processing works and what traders should do now.
James Whitfield6 min read