e-crow/iStock via Getty Images Listen below or on the go via Apple Podcasts and Spotify Gold surrenders 2026 gains as war-driven inflation sparks rate hike fears; silver plunges 11%. (00:14) Musk plans Austin chip factory for AI push. (01:07) Berkshire Hathaway ( BRK.A ) ( BRK.B ) to buy stake in Tokio Marine in $1.8B deal. (01:58) This is an abridged transcript. Gold’s status as a sanctuary asset...
e-crow/iStock via Getty Images Listen below or on the go via Apple Podcasts and Spotify Gold surrenders 2026 gains as war-driven inflation sparks rate hike fears; silver plunges 11%. (00:14) Musk plans Austin chip factory for AI push. (01:07) Berkshire Hathaway ( BRK.A ) ( BRK.B ) to buy stake in Tokio Marine in $1.8B deal. (01:58) This is an abridged transcript. Gold’s status as a sanctuary asset continues to crumble. As of the time of this recording, spot gold ( XAUUSD:CUR ) is trading around $4,250. Silver ( XAGUSD:CUR ) Platinum ( XPTUSD:CUR ) and palladium ( XPDUSD:CUR ) are all down at least 4%. Gold ( XAUUSD:CUR ) was expected to rally amid war and inflation fears , but instead it has dropped sharply, falling about 14% since the start of the Iran conflict. According to The Wall Street Journal's "Streetwise" column, the decline has surprised investors who typically view the metal as a safe haven in times of geopolitical stress. Despite the escalating war in the Middle East, investors are fleeing bullion as skyrocketing oil prices stoke inflation fears and cement expectations for aggressive interest rate hikes. Gold ended last year at $4,319.37 an ounce and spiked to an all-time high above $5,595 an ounce in late January. According to market participants, rather than buying the dip, traders are pricing in a "higher-for-longer" rate environment to combat energy-led inflation. Elon Musk has unveiled plans for a new semiconductor venture. It’s called “Terafab.” It’ll be built in Austin and operated jointly by Tesla ( TSLA ) and SpaceX ( SPACE ). The project would begin with a smaller advanced fabrication facility capable of designing and testing a wide range of chips, with ambitions to scale into a much larger operation. The proposed fab would produce two main types of chips: lower-power processors for vehicles, robotaxis and humanoid robots, and higher-performance chips designed for space-based computing. The Austin location would sit near Tesla’s existing operat...
When it comes to AI chipmaking, Nvidia (NVDA 3.17%) is the first company most investors think of -- and for good reason. Nvidia commands a 95% share of the data center GPU market, generates hundreds of billions in annual revenue, and has exceptional profit margins. To be clear, I'm not here to say anything negative about Nvidia as an investment. Even though it has a $4.5 trillion market cap, the c...
When it comes to AI chipmaking, Nvidia (NVDA 3.17%) is the first company most investors think of -- and for good reason. Nvidia commands a 95% share of the data center GPU market, generates hundreds of billions in annual revenue, and has exceptional profit margins. To be clear, I'm not here to say anything negative about Nvidia as an investment. Even though it has a $4.5 trillion market cap, the chipmaker could still grow much larger, especially if it hits CEO Jensen Huang's ambitious $1 trillion in AI chip revenue by 2027. However, I think AMD (AMD 1.94%) has an extremely bright future and could be worth far more than its current market cap of $320 billion in the years ahead. In fact, I'm going to make a bold prediction that Nvidia could reach a $2 trillion valuation by 2033 -- just seven years from now. Here's why. The trillion-dollar case for AMD AMD just posted a fantastic 2025, including 34% revenue growth and an all-time high for EPS. Data center revenue soared 39% year over year in the fourth quarter, and the business is highly profitable with several growth engines. Here's the math. In late 2025, AMD unveiled several growth targets, including a goal of $100 billion in annual data center revenue. CEO Lisa Su said the market for data center chips could reach $1 trillion by 2030, a figure that is more conservative than Nvidia's market growth estimates. AMD projects 60% annual growth in its data center business for at least the next three to five years, with its overall business growing at a 35% rate-on par with its 2025 growth. If AMD can achieve a 35% growth rate in revenue for seven years, it would result in about $283 billion in full-year revenue for 2033. That may sound like a huge number -- and it is -- but keep in mind that this is roughly what Nvidia has now based on its latest quarterly revenue guidance. The company currently trades at about 10 times trailing 12-month sales, and if this multiple were to compress to eight times earnings, AMD stock would ...
Key Points Eli Lilly is likely to remain the leader in the rapidly expanding weight management market for some time. The company's lineup and pipeline look diversified beyond its core therapeutic areas. Lilly's valuation seems reasonable given its growth prospects. 10 stocks we like better than Eli Lilly › Eli Lilly (NYSE: LLY) has been a terrific investment in recent years. Thanks to significant ...
Key Points Eli Lilly is likely to remain the leader in the rapidly expanding weight management market for some time. The company's lineup and pipeline look diversified beyond its core therapeutic areas. Lilly's valuation seems reasonable given its growth prospects. 10 stocks we like better than Eli Lilly › Eli Lilly (NYSE: LLY) has been a terrific investment in recent years. Thanks to significant clinical progress and outstanding financial results, the company has become the largest healthcare player in the world: Eli Lilly's market cap was about $684 billion as of close of trading Aug. 1. 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 » That's some distance away from the $1 trillion mark. However, the drugmaker could become a $2 trillion stock within seven years. Here's why Eli Lilly could pull it off. The leader in weight management The market for weight management medicines has become one of the fastest-growing in the industry, and there's more to come. According to some projections, it could reach $150 billion in sales by 2035, up from $15 billion last year. Eli Lilly is already imposing itself in this niche. The company's weight loss therapy, Zepbound, is one of the best in the business. It proved more effective in a head-to-head clinical trial with its only noteworthy competitor, Novo Nordisk's Wegovy. And Zepbound's sales are growing incredibly rapidly, helping Eli Lilly deliver incredible top-line growth for a pharmaceutical company of its size. But there's more. Lilly is looking to dominate nearly every corner of the weight management drug market by addressing the shortcomings of its current crown jewel. Here's one such drawback: Although Zepbound is highly effective, it's administered subcutaneously once a week. Some patients might prefer an oral option rather than an injection. Enter orforglipron, an oral GLP-1 medicine Eli Lilly is developing. The drug recently hit it o...
KANZHUN ( BZ ) buys back 733,918 shares for ~¥34.5M (~$5M) on March 20 under its $400M share repurchase plan, with at least 50% of non-GAAP net income used for dividends and buybacks for the next three years. YTD, the Company had spent ~¥380M (~$55M) on share buybacks, showing its focus on shareholder returns. They may also adjust buybacks and dividends based on performance, capital needs, and mar...
KANZHUN ( BZ ) buys back 733,918 shares for ~¥34.5M (~$5M) on March 20 under its $400M share repurchase plan, with at least 50% of non-GAAP net income used for dividends and buybacks for the next three years. YTD, the Company had spent ~¥380M (~$55M) on share buybacks, showing its focus on shareholder returns. They may also adjust buybacks and dividends based on performance, capital needs, and market conditions. KANZHUN ( BZ ) shares traded higher to $13.88 in pre-market hours. More on Kanzhun Kanzhun Limited 2025 Q4 - Results - Earnings Call Presentation Kanzhun: A 'Buy' On Profitability Surprise And Attractive Yield Kanzhun Limited (BZ) Q4 2025 Earnings Call Transcript Kanzhun Non-GAAP EPADS of $0.27 misses by $0.01, revenue of $297.2M misses by $2.19M Kanzhun is the top performing human resource and employment services stock YTD
Fulton Bank N.A. lifted its holdings in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) by 79.1% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 16,183 shares of the semiconductor manufacturer's stock after buying an additional 7,147 shares during the period. Fulton Bank N.A.'s holdings in Micron Technology were worth $4,619...
Fulton Bank N.A. lifted its holdings in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) by 79.1% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 16,183 shares of the semiconductor manufacturer's stock after buying an additional 7,147 shares during the period. Fulton Bank N.A.'s holdings in Micron Technology were worth $4,619,000 as of its most recent filing with the SEC. Several other institutional investors and hedge funds have also modified their holdings of MU. Orleans Capital Management Corp LA acquired a new position in Micron Technology in the 2nd quarter worth about $256,000. iA Global Asset Management Inc. boosted its stake in shares of Micron Technology by 18.7% during the third quarter. iA Global Asset Management Inc. now owns 146,890 shares of the semiconductor manufacturer's stock valued at $24,578,000 after purchasing an additional 23,117 shares in the last quarter. Cary Street Partners Financial LLC boosted its stake in shares of Micron Technology by 25.0% during the second quarter. Cary Street Partners Financial LLC now owns 26,132 shares of the semiconductor manufacturer's stock valued at $3,221,000 after purchasing an additional 5,233 shares in the last quarter. Wealthfront Advisers LLC grew its holdings in shares of Micron Technology by 9.8% during the third quarter. Wealthfront Advisers LLC now owns 95,396 shares of the semiconductor manufacturer's stock worth $15,962,000 after purchasing an additional 8,489 shares during the last quarter. Finally, Westpac Banking Corp grew its holdings in shares of Micron Technology by 251.0% during the third quarter. Westpac Banking Corp now owns 23,086 shares of the semiconductor manufacturer's stock worth $3,863,000 after purchasing an additional 16,509 shares during the last quarter. 80.84% of the stock is currently owned by institutional investors. Get Micron Technology alerts: Sign Up Wall Street Analysts Forecast Growth A number of b...
The world faces an energy crisis worse than both 1970s oil shocks combined if the Middle East war drags on, the head of the International Energy Agency (IEA) warned on Monday, as Israel launched fresh strikes on Tehran and threatened weeks more fighting. In a stark warning over what lies ahead unless the fighting ends soon, Fatih Birol said the world was losing more oil each day than the combined ...
The world faces an energy crisis worse than both 1970s oil shocks combined if the Middle East war drags on, the head of the International Energy Agency (IEA) warned on Monday, as Israel launched fresh strikes on Tehran and threatened weeks more fighting. In a stark warning over what lies ahead unless the fighting ends soon, Fatih Birol said the world was losing more oil each day than the combined impact of the two 1970s oil shocks and Russia’s invasion of Ukraine. “This crisis as things stand is now two oil crises and one gas crash put all together,” Birol said. Advertisement “No country will be immune to the effects of this crisis if it continues to go in this direction.” Earlier, with the war grinding into its fourth week, US President Donald Trump threatened to “obliterate” Iranian power plants if Iran failed to reopen the Strait of Hormuz within 48 hours, setting an effective deadline of 23:44 GMT on Monday. Nato chief says 22 countries working to reopen Strait of Hormuz Nato chief says 22 countries working to reopen Strait of Hormuz Tehran has retaliated against US-Israeli assaults by throttling traffic in the vital waterway, conduit for a fifth of global crude oil, hitting energy sites and US embassies across the Gulf and firing missiles and drones at Israel.
The world faces an energy crisis worse than both 1970s oil shocks combined if the Middle East war drags on, the head of the International Energy Agency (IEA) warned on Monday, as Israel launched fresh strikes on Tehran and threatened weeks more fighting. In a stark warning over what lies ahead unless the fighting ends soon, Fatih Birol said the world was losing more oil each day than the combined ...
The world faces an energy crisis worse than both 1970s oil shocks combined if the Middle East war drags on, the head of the International Energy Agency (IEA) warned on Monday, as Israel launched fresh strikes on Tehran and threatened weeks more fighting. In a stark warning over what lies ahead unless the fighting ends soon, Fatih Birol said the world was losing more oil each day than the combined impact of the two 1970s oil shocks and Russia’s invasion of Ukraine. “This crisis as things stand is now two oil crises and one gas crash put all together,” Birol said. Advertisement “No country will be immune to the effects of this crisis if it continues to go in this direction.” Earlier, with the war grinding into its fourth week, US President Donald Trump threatened to “obliterate” Iranian power plants if Iran failed to reopen the Strait of Hormuz within 48 hours, setting an effective deadline of 23:44 GMT on Monday. 01:34 Trump tells Iran to reopen Strait of Hormuz by late Monday GMT or face major assault Trump tells Iran to reopen Strait of Hormuz by late Monday GMT or face major assault Tehran has retaliated against US-Israeli assaults by throttling traffic in the vital waterway, conduit for a fifth of global crude oil, hitting energy sites and US embassies across the Gulf and firing missiles and drones at Israel.
Fulton Bank N.A. increased its holdings in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 406.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 16,592 shares of the company's stock after buying an additional 13,318 shares during the period. Fulton Bank N.A.'s holdings in Palantir Technologies were worth ...
Fulton Bank N.A. increased its holdings in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 406.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 16,592 shares of the company's stock after buying an additional 13,318 shares during the period. Fulton Bank N.A.'s holdings in Palantir Technologies were worth $2,949,000 as of its most recent SEC filing. Other hedge funds and other institutional investors have also bought and sold shares of the company. Decker Retirement Planning Inc. increased its holdings in shares of Palantir Technologies by 778.7% in the third quarter. Decker Retirement Planning Inc. now owns 61,326 shares of the company's stock worth $11,187,000 after purchasing an additional 54,347 shares during the period. Prentice Wealth Management LLC purchased a new stake in Palantir Technologies during the third quarter valued at about $550,000. Watershed Private Wealth LLC lifted its position in Palantir Technologies by 75.3% in the 3rd quarter. Watershed Private Wealth LLC now owns 7,798 shares of the company's stock worth $1,423,000 after buying an additional 3,350 shares during the last quarter. GAM Holding AG lifted its holdings in shares of Palantir Technologies by 39.0% in the 3rd quarter. GAM Holding AG now owns 13,788 shares of the company's stock worth $2,515,000 after acquiring an additional 3,868 shares during the last quarter. Finally, Pinkerton Wealth LLC bought a new stake in Palantir Technologies in the second quarter worth $3,394,000. Institutional investors own 45.65% of the company's stock. Get Palantir Technologies alerts: Sign Up Wall Street Analyst Weigh In A number of brokerages have commented on PLTR. Robert W. Baird raised Palantir Technologies from a "neutral" rating to an "outperform" rating and set a $200.00 price target on the stock in a research note on Tuesday, February 3rd. Zacks Research cut shares of Palantir Technologies from a "stron...
M&G Investment Management Multi-Asset Fund Manager Maria Municchi discusses the outlook for equities and bonds as the US-Israel war with Iran enters a fourth week. "The market is pricing in disinflation risk, but it's not really pricing in the growth risk that could come with it, should this tension and conflict remain quite extended," Municchi tells Bloomberg Television.
M&G Investment Management Multi-Asset Fund Manager Maria Municchi discusses the outlook for equities and bonds as the US-Israel war with Iran enters a fourth week. "The market is pricing in disinflation risk, but it's not really pricing in the growth risk that could come with it, should this tension and conflict remain quite extended," Municchi tells Bloomberg Television.
FactoryTh/iStock via Getty Images Summary Credo Technology Group ( CRDO ) has seen shares fall precipitously in 2026, dropping nearly 52% from their 2025 all-time high of $213.80. This drop in share price stems from macroeconomic turmoil such as inflation, elevated oil prices, and a perceived existential threat to the long-term viability of Credo's core business. Despite this drawdown, CRDO's fund...
FactoryTh/iStock via Getty Images Summary Credo Technology Group ( CRDO ) has seen shares fall precipitously in 2026, dropping nearly 52% from their 2025 all-time high of $213.80. This drop in share price stems from macroeconomic turmoil such as inflation, elevated oil prices, and a perceived existential threat to the long-term viability of Credo's core business. Despite this drawdown, CRDO's fundamental business has never been stronger. Data by YCharts CRDO's 3Q26 earnings were incredible: $407M in revenue (+201% YoY) and $0.86 EPS (+405% YoY). More importantly, their EBIT margin expanded to 37% (+1690 bps YoY), indicating significant operational leverage with scale. For 4Q26, management's guidance of $430M (+153% YoY) at the midpoint indicates relentless and accelerating demand across their hyperscaler customer base. Critically, the recent NVIDIA ( NVDA ) GTC 2026 conference served as major validation for Credo's core product: Active Electrical Cables. CEO Jensen Huang confirmed that NVDA's next-gen Vera Rubin and Feynman GPUs will rely heavily on copper-based connections alongside optical . Their Active Electrical Cables (AECs) are designed for data centers, offering a low-power, cheap, and highly reliable solution for high-bandwidth connections. As a result, hyperscalers such as Amazon, Microsoft, and Meta have placed large-scale orders to support their data center buildout ambitions. Given this clear tailwind and strong visibility, my base case projects a three-year forward CAGR of 28%, making the current share price an attractive entry point. As a result, I rate CRDO a STRONG BUY. Credo's Strategic Advantage The bull case for Credo revolves around their core product: "Zero Flap" Active Electrical Cables (AECs) . These cables consume roughly 50% less power relative to optical transceivers by avoiding energy-intensive optical conversion. As a result, AECs have a much lower latency, allowing GPUs to consistently talk to each other with minimal disruption during t...
Following the deep, early February crash, the stock of Advanced Micro Devices (NASDAQ: AMD) has been consolidating, and advanced artificial intelligence (AI) models appear to believe that, after a continued moderate drawdown, the semiconductor equity will rally by the end of the second quarter (Q2). Specifically, after starting the year with a rally from $214 to nearly $260, the world’s second mos...
Following the deep, early February crash, the stock of Advanced Micro Devices (NASDAQ: AMD) has been consolidating, and advanced artificial intelligence (AI) models appear to believe that, after a continued moderate drawdown, the semiconductor equity will rally by the end of the second quarter (Q2). Specifically, after starting the year with a rally from $214 to nearly $260, the world’s second most prominent chipmaker suffered nearly a 20% plunge in the aftermath of a positive earnings report but also weak forward-looking guidance. Such a turn of events ensured that, at its press time price of $197.07, AMD stock is 7.98% down year-to-date (YTD) and that the outlook for Q2 remains uncertain due to a series of industry and supply chain risks. AMD stock price YTD chart. Source: Finbold Under the circumstances and seeking to pierce the uncertainty, Finbold consulted OpenAI’s flagship ChatGPT platform on how the semiconductor equity might fare in the coming three months. ChatGPT forecasts AMD stock price target for Q2, 2026 Perhaps the most important factor the AI identified for AMD stock is the fact that the market has already priced in aggressive growth. Indeed, such a view – also increasingly shared by analysts – has led to a relatively widespread cautious attitude toward the chipmaker. Furthermore, it led ChatGPT to estimate that the semiconductor maker’s shares will remain level in the final week of March and begin Q2 at $198 before likely dropping further to the quarter’s low at $176. Despite this, the AI revealed it anticipates Advanced Micro Devices to begin delivering on the hoped-for profits from the technology, thus potentially enjoying a trimester high of $238 – explained as following a strong earnings report or upon strong guidance – and ending Q2 at $222 for a 12.12% rally between April 1 and June 30. ChatGPT sets its core AI price forecast for AMD in Q2, 2026. Source: Finbold & ChatGPT Did ChatGPT undermine its own AMD stock analysis for Q2 2026? Elsewhere...