Advanced Micro Devices (NASDAQ:AMD) just landed a chip deal with OpenAI, and the market is taking notice. The stock jumped 119% over the past year to $252, with most of that momentum coming in recent months as AMD’s AI revenue story gains traction. OpenAI’s choosing AMD for its infrastructure signals something important: NVIDIA Corporation (NASDAQ:NVDA) ... AMD Lands OpenAI Chip Deal, Highlighting...
Advanced Micro Devices (NASDAQ:AMD) just landed a chip deal with OpenAI, and the market is taking notice. The stock jumped 119% over the past year to $252, with most of that momentum coming in recent months as AMD’s AI revenue story gains traction. OpenAI’s choosing AMD for its infrastructure signals something important: NVIDIA Corporation (NASDAQ:NVDA) ... AMD Lands OpenAI Chip Deal, Highlighting Growing AI Revenue Story
Quick Read AMD (AMD) landed a chip deal with OpenAI. AMD stock jumped 119% over the past year to $252. AMD’s OpenAI deal signals Nvidia (NVDA) no longer owns the entire AI chip market. AMD’s Q3 revenue hit $9.25B with 35.6% year-over-year growth and 51.7% gross margins. Investors rethink ‘hands off’ investing and decide to start making real money Advanced Micro Devices (NASDAQ:AMD) just landed a c...
Quick Read AMD (AMD) landed a chip deal with OpenAI. AMD stock jumped 119% over the past year to $252. AMD’s OpenAI deal signals Nvidia (NVDA) no longer owns the entire AI chip market. AMD’s Q3 revenue hit $9.25B with 35.6% year-over-year growth and 51.7% gross margins. Investors rethink ‘hands off’ investing and decide to start making real money Advanced Micro Devices (NASDAQ:AMD) just landed a chip deal with OpenAI, and the market is taking notice. The stock jumped 119% over the past year to $252, with most of that momentum coming in recent months as AMD's AI revenue story gains traction. OpenAI's choosing AMD for its infrastructure signals something important: NVIDIA Corporation (NASDAQ:NVDA) doesn't own the entire AI chip market anymore. While NVIDIA still dominates with a $4.54 trillion market cap and 53% net margins, AMD is carving out share where it matters. The company's Q3 2025 revenue hit $9.25 billion, up 35.6% year-over-year, with gross margins recovering to 51.7%. That's the kind of operating leverage investors want to see. Piper Sandler maintains an Overweight rating on AMD, pointing to the Helios cluster ramp and OpenAI demand as key drivers for 2025. The firm expects MI300X chips to see substantial growth as hyperscalers diversify away from single-vendor dependence. Prediction markets show 73% confidence AMD will beat Q1 2026 earnings estimates when it reports February 3. The competitive dynamic is clear: NVIDIA proved the AI chip market generates extraordinary profits (107% return on equity, 62.5% year-over-year growth in its latest quarter). AMD's OpenAI deal positions it to capture a piece of that opportunity. With a forward P/E of 41x versus NVIDIA's 24x, AMD is pricing in aggressive growth. The question is whether it can deliver. Analysts overwhelmingly think it can. Forty of 51 analysts rate AMD a Buy or Strong Buy, with a consensus target of $287.38. If AMD executes on the OpenAI partnership and continues taking share in data center GPUs, that...
is a London-based reporter at The Verge covering all things AI and Senior Tarbell Fellow. Previously, he wrote about health, science and tech for Forbes. Posts from this author will be added to your daily email digest and your homepage feed. A pair of astronomers at the European Space Agency (ESA) discovered more than 800 previously undocumented “astrophysical anomalies” hiding in Hubble’s archive...
is a London-based reporter at The Verge covering all things AI and Senior Tarbell Fellow. Previously, he wrote about health, science and tech for Forbes. Posts from this author will be added to your daily email digest and your homepage feed. A pair of astronomers at the European Space Agency (ESA) discovered more than 800 previously undocumented “astrophysical anomalies” hiding in Hubble’s archives. To do so, researchers David O’Ryan and Pablo Gómez trained an AI model to comb through Hubble’s 35-year dataset, hunting for strange objects and flagging them for manual review. It’s “a treasure trove of data in which astrophysical anomalies might be found,” O’Ryan said in a statement. Studying space is hard. There’s lots of it, it’s noisy, and the flood of data generated by tools like the Hubble Space Telescope can overwhelm even large research teams. And sometimes space is weird. Very weird. Enter AI, which is great at sifting through massive amounts of information to spot patterns—flagging the oddities astronomers might otherwise miss. The model used by the astronomers, dubbed AnomalyMatch, scanned nearly 100 million image cutouts from the Hubble Legacy Archive, the first time the dataset has been systematically searched for anomalies. Think weirdly shaped galaxies, light warped by the gravity of massive objects, or planet-forming discs seen edge-on. AnomalyMatch took just two and a half days to go through the dataset, far faster than if a human research team had attempted the task. The findings, published in the journal Astronomy & Astrophysics, revealed nearly 1,400 “anomalous objects,” most of which were galaxies merging or interacting. Other anomalies included gravitational lenses (light warped into circles or arcs by massive objects in front of them), jellyfish galaxies (which have dangling “tentacles” of gas), and galaxies with large clumps of stars. “Perhaps most intriguing of all, there were several dozen objects that defied classification altogether,” said ES...
Amazon is slashing about 16,000 jobs in the second round of mass layoffs for the ecommerce company in three months. The tech giant has said it plans to use generative artificial intelligence to replace corporate workers. It has also been reducing a workforce that swelled during the pandemic. Beth Galetti, a senior vice president at Amazon, said in a blog post Wednesday that the company has been “r...
Amazon is slashing about 16,000 jobs in the second round of mass layoffs for the ecommerce company in three months. The tech giant has said it plans to use generative artificial intelligence to replace corporate workers. It has also been reducing a workforce that swelled during the pandemic. Beth Galetti, a senior vice president at Amazon, said in a blog post Wednesday that the company has been “reducing layers, increasing ownership, and removing bureaucracy.” The latest reductions follow a round of job cuts in October, when Amazon said it was laying off 14,000 workers. While some Amazon units completed those “organizational changes” in October, others did not finish until now, Galetti said. She said U.S.-based staff would be given 90 days to look for a new role internally. Those who are unsuccessful or don't want a new job will be offered severance pay, outplacement services and health insurance benefits, she said. “While we’re making these changes, we’ll also continue hiring and investing in strategic areas and functions that are critical to our future,” Galetti said. CEO Andy Jassy, who has aggressively cut costs since succeeding founder Jeff Bezos in 2021, said in June that he anticipated generative AI would reduce Amazon’s corporate workforce in the next few years. The layoffs are Amazon’s biggest since 2023, when the company cut 27,000 jobs. Meanwhile, Amazon and other Big Tech and retail companies have cut thousands of jobs to bring spending back in line following the COVID-19 pandemic. Amazon's workforce doubled as millions stayed home and boosted online spending. Hiring has stagnated in the U.S. and in December, the country added a meager 50,000 jobs, nearly unchanged from a downwardly revised figure of 56,000 in November. Labor data points to a reluctance by businesses to add workers even as economic growth has picked up. Many companies hired aggressively after the pandemic and no longer need to fill more jobs. Others have held back due to widespread uncer...
adventtr Tether, the company behind the world's largest stablecoin USDT ( USDT-USD ), has emerged as a major beneficiary of gold's ( XAUUSD:CUR ) recent record-breaking rally. The stablecoin issuer said it ranks among the top 30 global gold holders, surpassing countries such as Greece, Qatar, and Australia. Tether currently holds around 140 tonnes of gold, its CEO Paolo Ardoino told Bloomberg News...
adventtr Tether, the company behind the world's largest stablecoin USDT ( USDT-USD ), has emerged as a major beneficiary of gold's ( XAUUSD:CUR ) recent record-breaking rally. The stablecoin issuer said it ranks among the top 30 global gold holders, surpassing countries such as Greece, Qatar, and Australia. Tether currently holds around 140 tonnes of gold, its CEO Paolo Ardoino told Bloomberg News , most of which are its reserves, along with the metal backing its other stablecoin Tether Gold ( XAUT-USD ). Its gold holdings are worth over $23B, the largest known gold hoard outside of the holdings of central banks, ETFs and commercial banks whose vaults underpin the main trading hubs. "We are soon becoming basically one of the biggest, let's say, gold central banks in the world," Ardoino said, adding that Tether had been buying at a rate of about 1-2 tonnes a week and intends to continue doing so for the next few months. Tether added about 27 tonnes of gold during Q4 2025 alone. It stores its physical gold in a former nuclear bunker in Switzerland. Ardoino said there's a good chance that Tether Gold ( XAUT-USD ) will end the year with $5B-$10B in market circulation, compared to the current ~$2B, which would prompt more gold purchases. Besides physical gold, Tether has picked up stakes in royalty companies including Elemental Royalty ( ELE ), Metalla Royalty & Streaming ( MTA ), Versamet Royalties ( VRMTF ) and Gold Royalty ( GROY ). More on Tether Whale's Digital Asset View: Invest In Stablecoins - Part 2 Tether proposes to buy Exor's majority stake in Juventus Football Club Tether's ability to maintain dollar peg downgraded to 'weak' at S&P Seeking Alpha’s Quant Rating on Tether USD Financial information for Tether USD
Danish Prime Minister Mette Frederiksen and Greenland's Prime Minister Jens-Frederik Nielsen hold each other as they leave the venue after a meeting in Nuuk, Greenland, on January 23, 2026. Jonathan Nackstrand | Afp | Getty Images Greenland Prime Minister Jens-Frederik Nielsen issued a defiant message on the Arctic island's future on Wednesday, while Denmark warned the world order as we know it is...
Danish Prime Minister Mette Frederiksen and Greenland's Prime Minister Jens-Frederik Nielsen hold each other as they leave the venue after a meeting in Nuuk, Greenland, on January 23, 2026. Jonathan Nackstrand | Afp | Getty Images Greenland Prime Minister Jens-Frederik Nielsen issued a defiant message on the Arctic island's future on Wednesday, while Denmark warned the world order as we know it is now over. Appearing together at a forum in the French capital as they seek to shore up support from European allies, the political leaders sought to portray a united front amid U.S. President Donald Trump's Greenland threats. "The world order as we know it that we have been fighting for 80 years is over and I don't think it will return," Danish Prime Minister Mette Frederiksen said at Science Po University in Paris, France, according to Reuters. "The best way forward for the U.S, Europe is to stick together … We will try to find a way forward with U.S. We share concerns on Arctic security. Russia does not want peace with Europe," she added. Greenland's Nielsen, meanwhile, said the self-governing Danish territory agrees that there is a need for more surveillance and security in the Arctic "because of the way Russia acts now." He added, however, that Greenland would not give in to foreign pressure. "What we are dealing with as a government is trying to push back from outside and handle our people who are afraid and scared," Nielsen said. The comments come shortly after Nielsen and Frederiksen held talks with German Chancellor Friedrich Merz in Berlin on Tuesday. Trump, who has long advocated for control of Greenland, said in a surprise development last week that he had secured a framework of a future deal with respect to Greenland. The U.S. president did not give further details at the time, although he said talks would continue to reach an agreement.
TLDR Microsoft reports fiscal Q2 2026 earnings on January 28, with analysts expecting $3.91 per share and $80.3 billion in revenue Azure cloud revenue growth projected at 38.4%, down slightly from previous quarter’s 40%, though some analysts predict better results Capital spending hit $34.9 billion in Q1 and is expected to rise faster in fiscal 2026 than the prior year Rising memory costs could li...
TLDR Microsoft reports fiscal Q2 2026 earnings on January 28, with analysts expecting $3.91 per share and $80.3 billion in revenue Azure cloud revenue growth projected at 38.4%, down slightly from previous quarter’s 40%, though some analysts predict better results Capital spending hit $34.9 billion in Q1 and is expected to rise faster in fiscal 2026 than the prior year Rising memory costs could limit guidance upside as demand for AI-powering components outpaces supply Stock trades at 28.5x forward earnings, below its five-year average of 31.5x, with analysts maintaining Buy ratings despite recent price target cuts 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. Microsoft reports its fiscal second-quarter earnings after market close on Wednesday. Wall Street expects earnings of $3.91 per share on revenue of $80.3 billion. Microsoft Corporation, MSFT That compares to earnings of $3.23 per share on revenue of $69.6 billion in the same quarter last year. The company has beaten earnings estimates in nine straight quarters. The stock closed Tuesday at $480.58, up 7.5% over the past 12 months. It’s up about 7% in 2025 but remains down nearly 14% from its all-time high reached in late October. Investors will focus on several key areas. Azure cloud growth tops the list. So does AI infrastructure spending. And the health of the core software business matters too. Azure Growth Takes Center Stage Analysts expect Azure revenue growth of 38.4%. That’s a slight decrease from the 40% growth reported in the previous quarter. Stifel analyst Brad Reback thinks Microsoft will do better. He expects Azure to post growth about 200 basis points above consensus. Reback pointed to a solid economy and rapid OpenAI usage growth. Management has said demand continues to outpace Azure supply. He rates Microsoft as a Buy with a $520 price target. Azure has become a top pl...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. NasdaqGS:IREN has signed multi year AI infrastructure contracts, including a major partnership with Microsoft, marking a clear shift in its core business focus. The company is pivoting from its traditional role in bitcoin mining to providing AI cloud services backed by a large scale GPU buil...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. NasdaqGS:IREN has signed multi year AI infrastructure contracts, including a major partnership with Microsoft, marking a clear shift in its core business focus. The company is pivoting from its traditional role in bitcoin mining to providing AI cloud services backed by a large scale GPU build out. This change introduces new revenue sources tied to AI workloads and places IREN in direct competition with other AI infrastructure providers. For you as an investor, the key point is that NasdaqGS:IREN is no longer just a bitcoin miner. The company is repositioning around data center infrastructure and AI cloud services, an area where demand has been expanding as enterprises and hyperscalers seek more compute capacity. This shift brings fresh opportunities and different risks, including execution on large contracts, hardware deployment at scale, and pressure from rivals such as Nvidia backed CoreWeave. How IREN manages these contracts, builds out GPU capacity, and controls its cost base will be important factors for anyone tracking the stock. Stay updated on the most important news stories for IREN by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on IREN. NasdaqGS:IREN Earnings & Revenue Growth as at Jan 2026 How IREN stacks up against its biggest competitors Quick Assessment ✅ Price vs Analyst Target : At US$59.99 versus a consensus target of US$84.85, the price is about 29% below analyst expectations. ⚖️ Simply Wall St Valuation : The DCF status is unknown, so there is no clear view on whether the shares are materially cheap or expensive. ✅ Recent Momentum: A 30 day return of 48.86% shows strong short term momentum as the AI pivot gains attention. Check out Simply Wall St's in depth valuation analysis for IREN. Key Considerations 📊 The move toward AI cloud services, reinforced by multi year contracts wit...
Key Points FSM Wealth Advisors bought 42,229 shares of BOND in the fourth quarter; the estimated transaction value was $3.95 million based on quarterly average pricing. Meanwhile, the quarter-end value of the position increased by $3.83 million, reflecting both additional shares and price movements. Post-transaction, the fund reported holding 420,342 BOND shares valued at $39.13 million. These 10 ...
Key Points FSM Wealth Advisors bought 42,229 shares of BOND in the fourth quarter; the estimated transaction value was $3.95 million based on quarterly average pricing. Meanwhile, the quarter-end value of the position increased by $3.83 million, reflecting both additional shares and price movements. Post-transaction, the fund reported holding 420,342 BOND shares valued at $39.13 million. These 10 stocks could mint the next wave of millionaires › On January 23, FSM Wealth Advisors disclosed a purchase of 42,229 shares of the PIMCO Active Bond ETF (NYSE:BOND), reflecting an estimated $3.95 million transaction based on quarterly average pricing. What happened According to an SEC filing dated January 23, FSM Wealth Advisors purchased 42,229 additional shares of PIMCO Active Bond ETF. The estimated transaction value was $3.95 million based on the average closing price for the quarter. This brought the fund’s total holdings to 420,342 shares, with a quarter-end position value increase of $3.83 million, reflecting both trade activity and price changes. What else to know The fund’s BOND position now represents 5.35% of FSM Wealth Advisors’ AUM. Top holdings after the filing: NYSEMKT: JPIB: $44.65 million (6.1% of AUM) NYSE: BOND: $39.13 million (5.4% of AUM) NYSEMKT: JAVA: $33.81 million (4.6% of AUM) NYSEMKT: VTI: $31.77 million (4.3% of AUM) NYSEMKT: JMST: $31.33 million (4.3% of AUM) As of Wednesday, BOND shares were priced at $93.71, up 3% over the past year. ETF overview Metric Value AUM $6.85 billion Yield 5.1% Price (as of Wednesday) $93.71 1-Year Total Return 8.5% ETF snapshot BOND’s investment strategy seeks to provide diversified exposure to fixed income instruments of varying maturities, with a focus on investment grade debt and up to 30% in high yield securities. The portfolio primarily consists of investment grade bonds, with flexibility to use derivatives such as options, futures, and swaps for risk management and return enhancement. It operates as an actively...
Key Points Eaton is a giant multinational industrial company. The company's overarching goal is to produce products that help customers manage power. Data centers are a $4.3 billion business for Eaton, and growing. 10 stocks we like better than Eaton Plc › Artificial intelligence (AI) is amazing, but it doesn't live in the ether. It is a fancy computer program running on servers housed in data cen...
Key Points Eaton is a giant multinational industrial company. The company's overarching goal is to produce products that help customers manage power. Data centers are a $4.3 billion business for Eaton, and growing. 10 stocks we like better than Eaton Plc › Artificial intelligence (AI) is amazing, but it doesn't live in the ether. It is a fancy computer program running on servers housed in data centers. That's the story behind Eaton's (NYSE: ETN) $4.3 billion business providing electrical products that manage power for data centers. There could be years of growth ahead for this business as AI continues to expand. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » What does Eaton do? Roughly 75% of Eaton's revenue comes from electrical products. The rest is a mix of auto and aviation products. All the company's offerings help to manage power in some way. This is increasingly important as the world's demand for power, which is basically the backstop of modern society, grows. Electricity is the power source that enables artificial intelligence to function. Eaton is at the "center" of this developing technology, noting the $4.3 billion size of its data center-related business. However, that's not the end of the story. The company is specifically leaning into data center construction. For example, Eaton recently agreed to acquire Boyd Thermal, a maker of liquid-cooling technology for data centers. It is a $1.5 billion business that further entrenches Eaton in the AI data center space. Eaton is growing quickly, but investors are hot on the stock Eaton has an exciting story to tell. Investors who own it should be very pleased with the moves it is making and its recent financial results. In the third quarter of 2025, the industrial giant's sales rose 10%, while adjusted earnings rose a solid 8%. Notably, the company's backlog has grown 51% over the past two years, hinting at more growth to co...