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
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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
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