Erik Isakson/DigitalVision via Getty Images Advanced Micro Devices, Inc. ( AMD ) has doubled in 12 months, and many investors think the easy money has already been made. I disagree, as the stock moved on the momentum of the MI300x and a data center business that went from an afterthought to a potential contender. Today, the biggest catalyst on AMD’s roadmap hasn’t even shipped yet, as it’s set to ...
Erik Isakson/DigitalVision via Getty Images Advanced Micro Devices, Inc. ( AMD ) has doubled in 12 months, and many investors think the easy money has already been made. I disagree, as the stock moved on the momentum of the MI300x and a data center business that went from an afterthought to a potential contender. Today, the biggest catalyst on AMD’s roadmap hasn’t even shipped yet, as it’s set to arrive in the second half of this year. If it lands the way it appears it can, today's share prices are going to look like a bargain in hindsight. For that reason, and everything outlined in this analysis, my Strong Buy rating on AMD remains in place. Where does AMD stock stand today? Seeking Alpha Before we get into the meat of this, it’s important to see where it currently is, as that helps foresee where it could potentially go from there. At the time of this publication, AMD stock trades at $220.18 per share. Year to date, the stock has risen just 2.81%. That’s not as strong by semiconductor standards and somewhat undersells the bigger picture, but this performance also accounts for the selloff that started in late 2025, in which almost all tech companies have been affected. Even so, over the past 12 months, AMD stock is still up >163% to shareholders, so the long-term picture still holds up. That said, AMD stock has dropped almost 10% since the last earnings report, and it’s only now starting to claw back. The selloff was worth paying attention to, given that AMD beat on major metrics in the fourth quarter of 2025. Revenue and earnings per share all came in above what the street had expected, yet, for some reason, the stock still went down. After a closer look, macroeconomic factors aside, what drove the selloff was potentially management’s own guidance. The next quarter’s revenue (Q1 ’26) is expected to come in at roughly $9.8 billion , which implies a 5% sequential drop from the fourth quarter’s top-line figures. Clearly, for a stock that had doubled through a non-sto...
Erik Isakson/DigitalVision via Getty Images Advanced Micro Devices, Inc. ( AMD ) has doubled in 12 months, and many investors think the easy money has already been made. I disagree, as the stock moved on the momentum of the MI300x and a data center business that went from an afterthought to a potential contender. Today, the biggest catalyst on AMD’s roadmap hasn’t even shipped yet, as it’s set to ...
Erik Isakson/DigitalVision via Getty Images Advanced Micro Devices, Inc. ( AMD ) has doubled in 12 months, and many investors think the easy money has already been made. I disagree, as the stock moved on the momentum of the MI300x and a data center business that went from an afterthought to a potential contender. Today, the biggest catalyst on AMD’s roadmap hasn’t even shipped yet, as it’s set to arrive in the second half of this year. If it lands the way it appears it can, today's share prices are going to look like a bargain in hindsight. For that reason, and everything outlined in this analysis, my Strong Buy rating on AMD remains in place. Where does AMD stock stand today? Seeking Alpha Before we get into the meat of this, it’s important to see where it currently is, as that helps foresee where it could potentially go from there. At the time of this publication, AMD stock trades at $220.18 per share. Year to date, the stock has risen just 2.81%. That’s not as strong by semiconductor standards and somewhat undersells the bigger picture, but this performance also accounts for the selloff that started in late 2025, in which almost all tech companies have been affected. Even so, over the past 12 months, AMD stock is still up >163% to shareholders, so the long-term picture still holds up. That said, AMD stock has dropped almost 10% since the last earnings report, and it’s only now starting to claw back. The selloff was worth paying attention to, given that AMD beat on major metrics in the fourth quarter of 2025. Revenue and earnings per share all came in above what the street had expected, yet, for some reason, the stock still went down. After a closer look, macroeconomic factors aside, what drove the selloff was potentially management’s own guidance. The next quarter’s revenue (Q1 ’26) is expected to come in at roughly $9.8 billion , which implies a 5% sequential drop from the fourth quarter’s top-line figures. Clearly, for a stock that had doubled through a non-sto...
Welcome to the Brussels Edition. I’m Suzanne Lynch, Bloomberg’s Brussels bureau chief, bringing you the latest from the EU each weekday. Make sure you’re signed up . With five days until elections in Hungary, Prime Minister Viktor Orban is hoping that the visit of US Vice President JD Vance to Budapest today can turn things around. Polls suggest that the Hungarian leader faces an uphill battle to ...
Welcome to the Brussels Edition. I’m Suzanne Lynch, Bloomberg’s Brussels bureau chief, bringing you the latest from the EU each weekday. Make sure you’re signed up . With five days until elections in Hungary, Prime Minister Viktor Orban is hoping that the visit of US Vice President JD Vance to Budapest today can turn things around. Polls suggest that the Hungarian leader faces an uphill battle to extend his 16-year stint in power, with his Fidesz party trailing Peter Magyar’s Tisza party. At a press conference this lunchtime, Vance lauded Orban as one of the only leaders prepared to defend Western civilization, arguing that his leadership should be “a model” for the rest of Europe. The vice president hit out at the European Union, accusing the “bureaucrats of Brussels” of doing “everything they can to hold down the leader of Hungary because they don’t like the leader.” Echoing Orban’s talking points, he also accused the EU of electoral interference in Hungary’s election, taking aim at the bloc’s digital regulation. “The bureaucrats in Brussels have tried to destroy the economy of Hungary,” he said. Vance, who will appear alongside Orban at a pre-election rally later today, also praised the Hungarian prime minister’s stance on the Russia-Ukraine war. Orban said that if President Trump had been in power, “there would not be a war now” in Ukraine, accusing Brussels of blocking Trump’s peace efforts. His comments come hours after the scale of Orban’s affinity with Russian President Vladimir Putin was laid bare in a recording of a call between the two leaders in October reviewed by Bloomberg . “Yesterday our friendship rose to such a high level that I can help in any way,” Orban said, according to a Hungarian government transcript of the call, which discussed the possibility of Hungary hosting a possible Russia–US summit. “In any matter where I can be of assistance, I am at your service.” Also today, Hungary will announce an agreement to purchase oil from the US, a sign ...
Kreativorks/iStock via Getty Images A test aircraft tied to a U.S. Air Force program encountered an incident shortly after takeoff Monday at a privately operated airfield in the California desert, according to a statement from General Atomics Aeronautical Systems on Monday . YFQ-42A (General Atomics Aeronautical Systems) The aircraft, identified as a YFQ-42A Collaborative Combat Aircraft test plat...
Kreativorks/iStock via Getty Images A test aircraft tied to a U.S. Air Force program encountered an incident shortly after takeoff Monday at a privately operated airfield in the California desert, according to a statement from General Atomics Aeronautical Systems on Monday . YFQ-42A (General Atomics Aeronautical Systems) The aircraft, identified as a YFQ-42A Collaborative Combat Aircraft test platform, experienced what the company described as a mishap around 1 p.m. Pacific time. No injuries were reported. Flight testing has been temporarily halted while the company evaluates the aircraft and begins an investigation into what caused the event. Officials said it is too early to determine the circumstances and that the immediate focus is on collecting data and conducting a formal review. The YFQ-42A is part of a broader effort by the U.S. Air Force to develop what it calls collaborative combat aircraft, a class of semi-autonomous systems designed to operate alongside crewed fighter jets. Multiple production-representative units are currently undergoing testing as part of a risk-reduction and technical development phase. These aircraft are routinely flown at company-controlled sites as part of ongoing evaluation programs. Testing is expected to resume once the investigation reaches a point where operations can safely continue. A company spokesperson said existing safety protocols functioned as intended during the incident, emphasizing that there were no injuries. He added that the company plans to conduct a detailed review of the event and will rely on the findings to determine next steps. More news and analysis Lantheus Holdings: Tensions From The PDUFA Extension Apple Before Q2: Weaponizing Memory Shortages And The Globalstar Acquisition Emerging Asia (Ex China) Government Bonds Monthly Trump warns 'a whole civilization will die tonight' if Iran doesn't make a deal 4 stocks to watch on Tuesday: DE, ARM, TSLA, and AVGO
Qualcomm (QCOM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Qualcomm (QCOM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
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Lilly (LLY) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Zacks.com users have recently been watching Alibaba (BABA) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Zacks.com users have recently been watching Alibaba (BABA) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Dell Technologies (DELL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Dell Technologies (DELL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Home Depot (HD) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Home Depot (HD) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Zacks.com users have recently been watching Alibaba (BABA) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Zacks.com users have recently been watching Alibaba (BABA) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
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Zacks.com users have recently been watching Alphabet (GOOG) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
The Pebblebee Halo is larger but more functional than an Apple AirTag. | Image: Pebblebee After expanding the functionality of its Clip location tracker last year with a panic alarm that sends messages and your location to trusted contacts , Pebblebee has announced a new tracker with even more personal safety features. The Halo is brighter and louder than the Clip and features an easier-to-trigger...
The Pebblebee Halo is larger but more functional than an Apple AirTag. | Image: Pebblebee After expanding the functionality of its Clip location tracker last year with a panic alarm that sends messages and your location to trusted contacts , Pebblebee has announced a new tracker with even more personal safety features. The Halo is brighter and louder than the Clip and features an easier-to-trigger alert. Available starting today for $59.99 through Pebblebee's online store and on Amazon starting on April 20th, Halo is at its core still a location tracker. It's compatible with either Apple's Find My tracking network or Google's Find Hub, but not both at the same time, and small enough to be stashed in a bag or clipped to your keys … Read the full story at The Verge.
On a recent episode of Equity, we talked to Arena Private Wealth to explore a growing trend: family offices bypassing VCs to gain direct exposure to AI startups, turning them from passive investors into active participants.
On a recent episode of Equity, we talked to Arena Private Wealth to explore a growing trend: family offices bypassing VCs to gain direct exposure to AI startups, turning them from passive investors into active participants.
Block today announced Managerbot , a new AI agent embedded in the Square platform that proactively monitors a seller's business, identifies emerging problems, and proposes actionable solutions — without the seller ever having to ask a question. The product marks the most tangible manifestation of CEO Jack Dorsey's controversial bet that artificial intelligence can fundamentally reshape how his com...
Block today announced Managerbot , a new AI agent embedded in the Square platform that proactively monitors a seller's business, identifies emerging problems, and proposes actionable solutions — without the seller ever having to ask a question. The product marks the most tangible manifestation of CEO Jack Dorsey's controversial bet that artificial intelligence can fundamentally reshape how his company operates, builds products, and serves the millions of small businesses that depend on Square to run day-to-day commerce. In an exclusive interview with VentureBeat, Willem Avé , Block's head of product at Square, described Managerbot as a decisive break from the company's earlier Square AI assistant, which functioned as a reactive chatbot that answered seller questions about sales, employees, and business performance. "The big shift from Square AI to Managerbot is really from reactive to proactive," Avé said. "What that means is the primary interface is not a question box. You assign tasks to Managerbot, and that could be based on data, an insight, or a signal from your business." The product is beginning to roll out now, with full availability to Square sellers expected over the coming months. Block declined to say whether Managerbot would carry an additional fee or be bundled into existing Square subscriptions. How Managerbot predicts inventory shortages, optimizes schedules, and writes marketing campaigns on its own Avé outlined three core domains where Managerbot operates today: inventory forecasting , employee shift scheduling , and automated marketing campaign creation . In every case, the agent acts before the seller does — watching over the business, detecting patterns, and surfacing recommendations with proposed actions attached. In the inventory domain, Managerbot continuously monitors a seller's stock levels, sales velocity, and external signals such as weather patterns and local events, then alerts the seller when an item is about to run out — or when it sh...
Alones Creative/iStock via Getty Images If you ask me to name a main go-to dividend-oriented fund , you bet it'll be Schwab U.S. Dividend Equity ETF ( SCHD ). Simply, the combination of its exposure to mature businesses, resiliency during market downturns, lower beta, and a dividend yield of 3.45% is a golden combination, particularly if you are hunting for dividends. The one area that I criticize...
Alones Creative/iStock via Getty Images If you ask me to name a main go-to dividend-oriented fund , you bet it'll be Schwab U.S. Dividend Equity ETF ( SCHD ). Simply, the combination of its exposure to mature businesses, resiliency during market downturns, lower beta, and a dividend yield of 3.45% is a golden combination, particularly if you are hunting for dividends. The one area that I criticized would be its annual reconstitution. A time every year (in March), during which the ETF shuffles up its portfolio - eliminating holdings that no longer meet its strict return on equity, dividend yield, or 5Y div. growth rate criteria. This selection methodology in the past led to the exclusion of fast-growing companies like Broadcom, Inc. ( AVGO ) or Merck & Co., Inc. ( MRK ), just as they were taking off, ultimately costing shareholders extra appreciation. It's fair to say if some of these companies weren't excluded, the yield wouldn't be >3%. It's a trade-off. For instance, this year, SCHD's reconstitution added 25 new companies and eliminated 22 names. A massive shuffle-up. However, my point is that last year , during annual reconstitution, SCHD's energy exposure jumped from <10% to 20%, and shortly after, >20%. This changed this year only slightly, as energy remains 17% of the overall portfolio - a feature (or a bug, if you wish) that brings an extra layer of risk due to crude oil/natural gas volatility, but also a benefit in war times like today. The news about the Iran war isn't "news" anymore, but the situation of indecisiveness about whether to end it or not is creating a lot of confusion in the market, especially as the critical oil choke point—the Strait of Hormuz—remains partially closed to "enemy countries of Iran". This pushed up oil prices above $110/barrel, and energy companies are to see the main benefit as prices remain elevated, but supply isn't an issue, at least in the US. Iran War and Oil Impact The war in Iran is all over the news, and you must have r...