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
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
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
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
Chip Selloff Widens as AI Leaders Call for a Pause
The semiconductor industry's unified optimism has fractured as AI executives publicly call for a pause, triggering a market selloff that raises questions about valuations and industry momentum.
James Whitfield8 min read
Nvidia CEO Jensen Huang Caught Up in Reported Chinese Spy Probe as AI Stocks Slide
Nvidia chief executive Jensen Huang has been caught up in a reported Chinese spy probe, per Investing.com, and AI stocks slid on the news — a jolt that pushes the chip war from commerce into personal and legal territory.
James Whitfield14 min read