The president’s new Craposseum is the perfect venue for Vance, Hegseth and others to battle for favour. Fight, fight, fight indeed On behalf of the US administration, the American embassy in London has published a notice advising the UK government not to ban social media for the under-16s. Thanks, but … we didn’t ask? Or perhaps that’s uncharitable. It’s actually a privilege to take child protecti...
The president’s new Craposseum is the perfect venue for Vance, Hegseth and others to battle for favour. Fight, fight, fight indeed On behalf of the US administration, the American embassy in London has published a notice advising the UK government not to ban social media for the under-16s. Thanks, but … we didn’t ask? Or perhaps that’s uncharitable. It’s actually a privilege to take child protection lectures from a country where the leading cause of death in children and adolescents is gunshot wounds. Are we allowed to suggest a surprisingly obvious way to help with that grimly perennial problem – or is international advice just a one-way street? Either way, lectures from Donald Trump’s administration have not been in short supply in recent days, with the US defence secretary deciding that a D-day commemoration address was a seemly moment to dump all over Europe. It’s always painful to be reminded of Pete Hegseth, with his fundamentalist “body art” and Mr Whippy hair – primarily because it dilutes the purity of one’s loathing for JD Vance. (Who, it won’t have escaped you, was also on the international lecture circuit last week.) But standing at the podium in Normandy, Hegseth had just phoned in some stuff about how wars are won, when he got to the needle-scratch subject-change you sensed he’d made the transatlantic journey for. “Sadly,” began this here-it-comes moment, “today, different European beaches are stormed by different, dangerous ideologies. Beaches in Spain, Italy, Greece and Bulgaria, boats and men arrive.” Marina Hyde is a Guardian columnist Continue reading...
Stavklem/iStock via Getty Images Investment Thesis In the prior article , I noted that although AMD's ( AMD ) deals with Meta and OpenAI validate its technology, namely its Instinct series GPUs, its high valuation compared to its peers warrants a sell rating. Since then, the price has more than doubled, while Wall Street consensus estimates were revised higher. This prompted the question of whethe...
Stavklem/iStock via Getty Images Investment Thesis In the prior article , I noted that although AMD's ( AMD ) deals with Meta and OpenAI validate its technology, namely its Instinct series GPUs, its high valuation compared to its peers warrants a sell rating. Since then, the price has more than doubled, while Wall Street consensus estimates were revised higher. This prompted the question of whether I had missed anything in the previous analysis. This article grounds the rating in a DCF model that assumes that The AI buildout continues uninterrupted for the next 15 years, and AMD's revenue trajectory follows this trend. FCF margins expand significantly and remain at peak cycle levels for the next 15 years without any cyclicality. The super-growth cycle extends for 5 years, in which AMD's sales grow multiple times 2025 levels, before growth normalizes to 10% annually in years 6 to 15. Due to compounding, this level of growth adds significant absolute dollar sales YoY, sometimes exceeding current revenue levels. For example, in 2030, sales grow by $53 billion YoY to reach $171 billion. That incremental growth alone is more than AMD's entire revenue in 2025. These assumptions incorporate what many believe is the base case scenario - a disruptive technology that fundamentally changes the world, requiring massive compute investments and industry expansion. However, with shares up 4x in the past year, it seems that the opportunity has closed. An intrinsic value analysis using the above assumptions suggests that investors buying today will not be able to generate above-market returns in the long run. What Intrinsic Value Does and Doesn't Do. Seeking Alpha's quant is one of the best tools for active investors. It provides timely and clear signals to investors using momentum, relative valuation, profitability, and growth, providing a critical snapshot of market conditions that drive prices. Intrinsic valuation is important for the more passive "buy-and-hold" investors. It off...
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
The rate of U.S. inflation is primed to top 4% for the first time in three years — and the negative repercussions are likely to be felt for the rest of the year.
The rate of U.S. inflation is primed to top 4% for the first time in three years — and the negative repercussions are likely to be felt for the rest of the year.
Oura Ring 5 is here, 40% smaller — closer to the size of a wedding band — and has some brand new health features. Mark Gurman explores how the Oura Ring has evolved, generation by generation (Source: Bloomberg)
Oura Ring 5 is here, 40% smaller — closer to the size of a wedding band — and has some brand new health features. Mark Gurman explores how the Oura Ring has evolved, generation by generation (Source: Bloomberg)
Airbus CEO Guillaume Faury comments on the planemaker's supply chain and orders during an interview with Bloomberg's Benedikt Kammel at the Berlin Aviation Summit. (Source: Bloomberg)
Airbus CEO Guillaume Faury comments on the planemaker's supply chain and orders during an interview with Bloomberg's Benedikt Kammel at the Berlin Aviation Summit. (Source: Bloomberg)
Nebius Group ( NBIS ) jumped over 5% to ~ $229.94 on Tuesday after announcing the launch of the Physical AI Living Lab with NVIDIA ( NVDA ), a move that could help ease the selling pressure that pushed the stock down about 9% over the past week. The six-month program will give UK and European robotics startups access to NVIDIA’s physical AI tools and Nebius AI Cloud infrastructure, helping them mo...
Nebius Group ( NBIS ) jumped over 5% to ~ $229.94 on Tuesday after announcing the launch of the Physical AI Living Lab with NVIDIA ( NVDA ), a move that could help ease the selling pressure that pushed the stock down about 9% over the past week. The six-month program will give UK and European robotics startups access to NVIDIA’s physical AI tools and Nebius AI Cloud infrastructure, helping them move faster from simulation to real-world deployment. The first cohort will begin in September 2026, with plans to expand the initiative to other regions over time. “Founders get the full NVIDIA physical AI stack on Nebius AI Cloud and direct time with our engineers,” said Evan Helda, Head of Physical AI at Nebius . Anthony Hills, Director of UK&I at NVIDIA, said the program will help turn promising robotics innovations into market-ready systems by removing compute and tooling constraints. The first phase will run on Nebius’ UK infrastructure powered by NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs, further deepening the companies’ partnership. More on Nebius Group Nebius Is Priced For Flawless Delivery Why Nebius Needs An Offering For Every Customer Type Nebius Isn't Expensive, But CoreWeave Is Underappreciated Nebius plans £1.7B expansion in UK with Nvidia AI chips SA Asks: What's the most undervalued AI-adjacent stock right now?
With strong revenue growth, expanding market share, and significant exposure to rising AI infrastructure spending, AMD remains well-positioned to capitalize on the AI infrastructure boom.
With strong revenue growth, expanding market share, and significant exposure to rising AI infrastructure spending, AMD remains well-positioned to capitalize on the AI infrastructure boom.