Joe Amoroso/iStock via Getty Images Since my last Advanced Micro Devices, Inc. ( AMD ) analysis , the stock has gained about 10% in price. Right now, AMD is standing at one of the strongest points it has ever been in its history. This was a company once defined by PC cycles and CPU share gains, but today it is a full AI infra platform. Perhaps valuation is the only real downside, because the compa...
Joe Amoroso/iStock via Getty Images Since my last Advanced Micro Devices, Inc. ( AMD ) analysis , the stock has gained about 10% in price. Right now, AMD is standing at one of the strongest points it has ever been in its history. This was a company once defined by PC cycles and CPU share gains, but today it is a full AI infra platform. Perhaps valuation is the only real downside, because the company is absolutely on fire. The macro backdrop has been the fuel whereby management met opportunity with greatness in preparation. I think most of us will agree: AMD is now the second-best AI semiconductor company behind Nvidia ( NVDA ). Marvell ( MRVL ) is probably the rising to-be third, with Micron ( MU ) also dominant. Is this the Big Four of AI semis? Which one is Megadeth? Nvidia is clearly Metallica. Macro Catalysts We are now looking at the industrialization of AI infrastructure, while demand is shifting from episodic model training and into persistent inference, agentic workflows, enterprise deployment, and even sovereign AI. In other words, AMD is exposed to enormous AI market breadth. Put simply, right now (and yes, it could change in six months), AMD remains a momentum trade that's in a cooling-off pocket. In Q1 2026 , the company grew Data Center revenue by 57%. OpenAI ( OPENAI ) and Meta's ( META ) 6 GW AMD GPU commitments show just how strong the company's durable AI platform is becoming. Over the next 3-7 years, AMD will be migrating its AI products into persistent inference that eventually evolves into a structural Physical AI market across robotics, AVs, industrial systems, and edge devices. Moreover, the AI market is and will likely continue to be memory- and latency-constrained . AMD's emphasis on HBM-rich Instinct GPUs is therefore very shrewd, alongside its rack-scale Helios systems . Physical AI is probably the most exciting layer coming in the future. Cloud-scale simulation and model improvement, plus low-latency edge execution, should compound the bul...
Arthur J. Gallagher ( AJG ) announced on Thursday that its Risk Placement Services (RPS) division acquired Med James, a Kansas-based managing general agency and wholesale insurance broker. Terms of the deal were not disclosed. Med James serves retail insurance agents via its wholesale insurance brokerage platform, and its team will continue operating from its current location under RPS leadership....
Arthur J. Gallagher ( AJG ) announced on Thursday that its Risk Placement Services (RPS) division acquired Med James, a Kansas-based managing general agency and wholesale insurance broker. Terms of the deal were not disclosed. Med James serves retail insurance agents via its wholesale insurance brokerage platform, and its team will continue operating from its current location under RPS leadership. The acquisition strengthens RPS’s wholesale brokerage capabilities in the region, as Arthur J. Gallagher continues expanding its insurance brokerage, risk management, and consulting services business. Source: Press Release More on Arthur J.Gallagher Arthur J. Gallagher & Co. (AJG) Discusses Strategic Pillars, Growth Drivers and Financial Outlook Transcript Arthur J. Gallagher & Co. (AJG) Discusses Strategic Pillars, Growth Drivers and Financial Outlook - Slideshow Arthur J. Gallagher & Co.: Bolt-On Acquisitions Fuel Growth Arthur J. Gallagher & Co. acquires Wilson M. Beck Insurance Services to expand Canadian retail brokerage footprint Arthur J. Gallagher upgraded to Buy at Jefferies on expected growth, margin expansion
In trading on Thursday, shares of ITT Inc (Symbol: ITT) crossed above their 200 day moving average of $189.86, changing hands as high as $195.10 per share. ITT Inc shares are currently trading up about 3.9% on the day. The chart below shows the one year performance of ITT shar
In trading on Thursday, shares of ITT Inc (Symbol: ITT) crossed above their 200 day moving average of $189.86, changing hands as high as $195.10 per share. ITT Inc shares are currently trading up about 3.9% on the day. The chart below shows the one year performance of ITT shar
National Weather Service says record-breaking event with power to supercharge weather becoming more likely El Niño is strengthening and the risks of a historic event with the power to supercharge extreme weather around the world are rising, according to the latest analysis from the US National Weather Service. Models show there is now an 81% chance that a very strong El Niño “that would rank among...
National Weather Service says record-breaking event with power to supercharge weather becoming more likely El Niño is strengthening and the risks of a historic event with the power to supercharge extreme weather around the world are rising, according to the latest analysis from the US National Weather Service. Models show there is now an 81% chance that a very strong El Niño “that would rank among the largest El Niño events in the historical record going back to 1950 ” will develop before the end of this year, forecasters said in an advisory released Thursday. There is almost near certainty – a 97% probability – that the conditions will persist through spring 2027. Continue reading...
In trading on Thursday, shares of UGI Corp. (Symbol: UGI) crossed above their 200 day moving average of $35.96, changing hands as high as $36.35 per share. UGI Corp. shares are currently trading up about 1.2% on the day. The chart below shows the one year performance of UGI sh
In trading on Thursday, shares of UGI Corp. (Symbol: UGI) crossed above their 200 day moving average of $35.96, changing hands as high as $36.35 per share. UGI Corp. shares are currently trading up about 1.2% on the day. The chart below shows the one year performance of UGI sh
In trading on Thursday, shares of Chunghwa Telecom Co Ltd (Symbol: CHT) crossed below their 200 day moving average of $42.95, changing hands as low as $41.39 per share. Chunghwa Telecom Co Ltd shares are currently trading down about 0.7% on the day. The chart below shows the o
In trading on Thursday, shares of Chunghwa Telecom Co Ltd (Symbol: CHT) crossed below their 200 day moving average of $42.95, changing hands as low as $41.39 per share. Chunghwa Telecom Co Ltd shares are currently trading down about 0.7% on the day. The chart below shows the o
In trading on Thursday, shares of Autoliv Inc (Symbol: ALV) crossed above their 200 day moving average of $118.97, changing hands as high as $119.34 per share. Autoliv Inc shares are currently trading up about 1.8% on the day. The chart below shows the one year performance of
In trading on Thursday, shares of Autoliv Inc (Symbol: ALV) crossed above their 200 day moving average of $118.97, changing hands as high as $119.34 per share. Autoliv Inc shares are currently trading up about 1.8% on the day. The chart below shows the one year performance of
The Vanguard Consumer Staples ETF (NYSEMKT:VDC) offers significantly lower costs and broader diversification, while the Invesco S&P 500 Equal Weight Consumer Staples ETF (NYSEMKT:RSPS) uses an equal-weight strategy that emphasizes smaller constituents within the sector. Investors looking for stability often turn to consumer staples, a sector known for household names that provide nondiscretionary ...
The Vanguard Consumer Staples ETF (NYSEMKT:VDC) offers significantly lower costs and broader diversification, while the Invesco S&P 500 Equal Weight Consumer Staples ETF (NYSEMKT:RSPS) uses an equal-weight strategy that emphasizes smaller constituents within the sector. Investors looking for stability often turn to consumer staples, a sector known for household names that provide nondiscretionary goods. However, the way a fund constructs its portfolio can significantly alter the risk profile. This comparison looks at the market-cap-weighted approach of VDC versus the equal-weight strategy employed by RSPS, highlighting how these different methods impact diversification and cost. Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield. Continue reading
Generating $1,000 in annual passive income may be easier than you might expect. Assuming a 5% annual dividend, investors would need just $20,000 to generate this level of income. These figures don't include any potential taxes. Nor do they adjust for inflation. But a 5% annual dividend is all you need to start building a passive cash flow empire. If you're looking for passive income, one pipeline ...
Generating $1,000 in annual passive income may be easier than you might expect. Assuming a 5% annual dividend, investors would need just $20,000 to generate this level of income. These figures don't include any potential taxes. Nor do they adjust for inflation. But a 5% annual dividend is all you need to start building a passive cash flow empire. If you're looking for passive income, one pipeline stock could have you completely covered. Continue reading
Lindsay (NYSE:LNN) reported lower fiscal third-quarter revenue and earnings as continued weakness in agricultural markets weighed on irrigation equipment demand, while its infrastructure segment posted year-over-year growth. President and CEO Randy Wood said the company is opera
Lindsay (NYSE:LNN) reported lower fiscal third-quarter revenue and earnings as continued weakness in agricultural markets weighed on irrigation equipment demand, while its infrastructure segment posted year-over-year growth. President and CEO Randy Wood said the company is opera
Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me
Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me