Greetings from Bali, where a kecak dance shows the triumph of good over evil Loading... Far-Flung Postcards is a weekly series in which NPR's international team shares moments from their lives and work around the world. The kecak dance is a 20th century adaptation of the trance-inducing Hindu ceremonies performed in Bali and a retelling of one of the stories in the Ramayana, the Hindu epic poem. I...
Greetings from Bali, where a kecak dance shows the triumph of good over evil Loading... Far-Flung Postcards is a weekly series in which NPR's international team shares moments from their lives and work around the world. The kecak dance is a 20th century adaptation of the trance-inducing Hindu ceremonies performed in Bali and a retelling of one of the stories in the Ramayana, the Hindu epic poem. It uses no instruments; instead, about three dozen men chant in syncopated rhythm, the rise and fall of their intertwining voices creating the soundscape for the drama. At the story's climax, there is a sudden eruption of fire as the chanters light up tufts of dried coconut husks. The orderliness of their rhythms disappears. The chanters scatter and daringly kick and play with the flaming husks while the audience (including me) tries not to panic. But the chaos soon dissipates, as does most of the fire. The chanters settle back into rows, avoiding the dying embers. The a cappella rhythm picks up again. And the story itself also neatly resolves, with the forces of good triumphing over the forces of evil. I left this beautiful performance feeling soothed, having been transported, albeit briefly, by the human voice into a fictional world — one in which good always prevails and magic can save the day. Sponsor Message See more Far-Flung Postcards from around the world:
As investors weigh an environment of spiking bond yields, Piper Sandler came up with a list of stocks that could benefit from elevated interest rates. Higher bond yields are now a major risk to the stock market, in a way that they weren't just a short time ago. The rate on the U.S. 10-year Treasury was last sitting at 4.59%, while the longer-dated 30-year Treasury yield traded at 5.12%. Just a day...
As investors weigh an environment of spiking bond yields, Piper Sandler came up with a list of stocks that could benefit from elevated interest rates. Higher bond yields are now a major risk to the stock market, in a way that they weren't just a short time ago. The rate on the U.S. 10-year Treasury was last sitting at 4.59%, while the longer-dated 30-year Treasury yield traded at 5.12%. Just a day earlier, the 30-year yield crested above 5.19%, its highest level since July 2007. For the most part, stocks have so far been able to shrug off concerns of higher interest rates, as a strong fundamental backdrop should help companies deal with greater pricing pressures. The S & P 500 was last higher Wednesday, on pace to snap a three-day string of losses. The prospect of AI-driven earnings from Nvidia after the close also boosted the major averages. But higher yields could dent any progress on the broadening in the market, and they could limit the stock market's advance going forward. "We continue to believe—and observe—that the macro and fundamental backdrop is strengthening and broadening," Michael Kantrowitz wrote on Wednesday. "However, higher oil prices and interest rates have crushed the broadening trade since February 27, as higher equity risk premiums (ERPs) have offset broader EPS revisions and growth." "We will need to see rates decline to return to a broader equity market—and, at this point, to see any meaningful index gains from here," he said. Given this, the Wall Street firm identified stocks that could benefit from a period of higher interest rates, specifically those defensive names that have a higher correlation to the 10-year Treasury yield. Here are some of those names. Genuine Parts Company has a high correlation to the 10-year Treasury yield, of 78%, meaning it could outperform if rates go higher from here. The consumer discretionary stock has come under pressure this year, off nearly 40% from its recent high, as the broader sector comes under pressure...
Alphabet's (GOOG, GOOGL) Google has declined to voluntarily recognize two British labor unions but h Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
Alphabet's (GOOG, GOOGL) Google has declined to voluntarily recognize two British labor unions but h Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
The S&P 500 Index ($SPX) (SPY) today is up +0.78%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.75%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.24%. June E-mini S&P futures (ESM26) are up +0.70%, and June E-mini Nasdaq futures (NQM26) are up +1.15%. Stock indexes are moving higher today, recovering some of this week’s losses, amid lower bond yields and strength in semiconductor sto...
The S&P 500 Index ($SPX) (SPY) today is up +0.78%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.75%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.24%. June E-mini S&P futures (ESM26) are up +0.70%, and June E-mini Nasdaq futures (NQM26) are up +1.15%. Stock indexes are moving higher today, recovering some of this week’s losses, amid lower bond yields and strength in semiconductor stocks. The 10-year T-note yield is down -5 bp to 4.62%, falling back from Tuesday’s 16-month high as inflation expectations retreat amid a decline in WTI crude oil prices of more than -3%. The weakness in crude oil today is also lifting airline stocks and cruise line operators. However, the weakness in software stocks is limiting gains in the broader market. Join 200K+ Subscribers: Semiconductor stocks are climbing today, providing support to the broader market. Nvidia is up more than +1% ahead of its earnings results after today’s close. Nvidia’s earnings will provide an update on the state of the AI economy, with Q1 sales expected to be up 80%, but the markets will be focused on what the company has to say about ramping up production and fending off competitors. US MBA mortgage applications fell -2.3% in the week ended May 1, with the purchase mortgage sub-index down -4.1%, and the refinancing mortgage sub-index down -0.1%. The average 30-year fixed rate mortgage rose +10 bp to 6.56% from 6.46% in the prior week. WTI crude oil prices (CLM26) remain extremely volatile and are susceptible to headlines from the Iran war. Prices are down by more than -3% today, with NATO discussing escorting ships through the Strait of Hormuz should the route be closed after early July, which could return some crude supplies to theglobal market Late Monday, President Trump said he called off a strike on Iran scheduled for Tuesday after Gulf allies asked for more time to give diplomacy a chance. Last Wednesday, the International Energy Agency (IEA) said in a monthly report that global oil invent...
kanruthai khamthet/iStock via Getty Images JNJ and PFE: FQ1 Earnings Report Recap I last analyzed Pfizer Inc. (NYSE: PFE ) and Johnson & Johnson (NYSE: JNJ ) in late March, on 3-27-2026 and 3-31-2026 to be exact, respectively. The PFE article was titled “Pfizer: Why Wall Street Habitually Overestimates Target Price.” As the title suggested, it focused on the rating change from Wall Street and conc...
kanruthai khamthet/iStock via Getty Images JNJ and PFE: FQ1 Earnings Report Recap I last analyzed Pfizer Inc. (NYSE: PFE ) and Johnson & Johnson (NYSE: JNJ ) in late March, on 3-27-2026 and 3-31-2026 to be exact, respectively. The PFE article was titled “Pfizer: Why Wall Street Habitually Overestimates Target Price.” As the title suggested, it focused on the rating change from Wall Street and concluded with a hold rating. As for JNJ, my last article was titled “Johnson & Johnson: The Return Of The Dividend King.” It focused on its latest pipeline progress (in particular Icotyde) and rated the stock as a buy. Since those articles, there have been a few new developments surrounding both companies, and this article will concentrate on the operation updates provided in their FQ1 earnings reports (ER) and also their FQ1 dividend declarations. An examination of these changes has caused me to continue seeing a more favorable return/risk profile for JNJ than PFE. In particular, their latest dividend changes have heightened my concerns over PFE’s profit consistency and total shareholder return potential, despite its far lower P/E and far higher yield than JNJ. To better contextualize the rest of the discussion, let me start with a brief recap of their FQ1 ER updates. As shown in the next chart below, JNJ continued a healthy and also relatively consistent topline increase in the quarter, with a 9.91% YOY growth rate. The company is going through a mix of catalysts this quarter. In my assessment, the main headwind was the soft MedTech performance, and tailwinds included the currency exchange rates and the performance of its Tremfya immunology. As for PFE, the FQ1 updates appear less consistent and encouraging to me. As shown in the second chart, the company has been struggling with top-line growth in recent quarters. FQ1’s total sales dialed in at $14.45 billion, representing a moderate YOY growth of 5.37% but a sizable sequential decline. Based on the updates provided in the ...
What Happened? Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) fell 5.3% in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains. These events highlighted significant supply-chain risks, triggering a ...
What Happened? Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) fell 5.3% in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains. These events highlighted significant supply-chain risks, triggering a sharp reversal across the chip industry. Adding to the sector's weakness were rising valuation concerns, inflation fears, and broader market jitters that led to renewed selling pressure on major companies like NVIDIA, Intel, and Micron Technology. Furthermore, ongoing supply constraints for rare earth materials, which are used in semiconductor manufacturing, reportedly caused delays and higher input costs for firms in the sector, compounding the negative sentiment for chip-related stocks. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Is now the time to buy Marvell Technology? Access our full analysis report here, it’s free. What Is The Market Telling Us Marvell Technology’s shares are extremely volatile and have had 37 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 6 days ago when the stock dropped 6% on after the hot April CPI sent Treasury yields higher, eliminating 2026 rate-cut hopes, a direct headwind for high-multiple growth stocks. Semiconductor companies sell into long-cycle hardware demand, but their stocks behave like growth equities, valued on future earnings. The discount rate investors apply to those future earnings is set by Treasury yields. When yields rise, as they did during the day on the hot CPI print, the present value of future earnings falls mechanically, compressing the price-to-earning...
TJX Companies on Wednesday reported strong first-quarter results, sending shares of the retailer higher and showcasing why we've owned the stock for years. Revenue in the three months ended May 2 increased 9.2% year over year to $14.32 billion, exceeding the consensus estimate of $14.03 billion, according to LSEG. Earnings per share (EPS) jumped 29.3% to $1.19, also exceeding expectations of $1.02...
TJX Companies on Wednesday reported strong first-quarter results, sending shares of the retailer higher and showcasing why we've owned the stock for years. Revenue in the three months ended May 2 increased 9.2% year over year to $14.32 billion, exceeding the consensus estimate of $14.03 billion, according to LSEG. Earnings per share (EPS) jumped 29.3% to $1.19, also exceeding expectations of $1.02, LSEG data showed. Same-store sales increased 6%, ahead of the 4.1% Street estimate, according to FactSet. Shares of TJX are up 6% as of midday trading. It's a much-needed rebound after a tough month that saw the stock fall more than 10% from its April highs. Not that we were necessarily complaining, because on Friday we used that pullback as an opportunity to add to our position for the first time in 10 months. But it's encouraging to see Wednesday's numbers validate that decision. In addition to the strong results, management raised its full-year outlook for earnings per share, with the new target roughly matching Wall Street expectations. To be sure, TJX's new full-year sales outlook — along with its sales and EPS guide for the ongoing quarter — came up a bit short versus the consensus. But we aren't concerned because history tells us management is keeping it conservative, setting the team up to overdeliver when all is said and done. The stock reaction is a clear signal the market understands this to be the case as well. TJX YTD mountain TJX's year-to-date stock performance. Bottom line TJX has certainly found its groove, reporting its fifth consecutive quarter of sales beats across all four operating segments: Marmaxx (Marshalls, T.J. Maxx and the much smaller Sierra in the U.S.), HomeGoods, TJX Canada, and TJX International (Europe & Australia). The company's business model, which is all about picking up excess inventory from high-quality brands and retailers at a discount and passing the savings along to shoppers, continues to strike a chord with consumers worn down ...
Earnings Call Insights: Target (TGT) Q1 2026 Management View “First quarter net sales grew by 6.7%, reflecting a 5.6% increase in comparable sales,” said (CEO & Director Michael Fiddelke), adding that results were “stronger than expected” and included “net sales increases in all 6 of our core merchandise categories.” Fiddelke highlighted leadership and organizational changes: “I want to take a mom...
Earnings Call Insights: Target (TGT) Q1 2026 Management View “First quarter net sales grew by 6.7%, reflecting a 5.6% increase in comparable sales,” said (CEO & Director Michael Fiddelke), adding that results were “stronger than expected” and included “net sales increases in all 6 of our core merchandise categories.” Fiddelke highlighted leadership and organizational changes: “I want to take a moment to welcome both Cara Sylvester, our Chief Merchandising Officer; and Lisa Roath, our Chief Operating Officer, to their first quarterly earnings call,” and noted supply chain leadership hiring: “we've welcomed Jeff England to Team Target, serving as our Chief Global Supply Chain and Logistics Officer.” (Executive VP & Chief Merchandising Officer Cara Sylvester) said prioritized merchandising focus areas “represent about half of our sales today and are expected to drive roughly 3/4 of our growth going forward,” citing early traction in baby, wellness, food, toys, and limited-time partnerships. (Executive VP & CFO James Lee) tied the quarter to margin drivers and investment: “Through the remainder of the quarter, top line trends remained strong and exceeded our expectations. And with this upside on the top line, we saw better-than-expected performance on the bottom line as well.” Outlook Lee raised full-year expectations: “For the full year, we are now planning for a net sales increase in a range centered around 4%. This outlook is 2 percentage points stronger than our prior range.” On earnings, Lee said: “We previously provided an EPS range of $7.50 to $8.50. Given the profit upside we saw in the first quarter, we are now expecting to end the year near the high end of that range.” Management flagged Q2 headwinds and a cautious stance: Lee said Target will face “the hardest comparison in Q2” as it laps “last year's launch of the Nintendo Switch 2,” and added, “we believe this year's higher tax refunds were a source of upside to consumer spending in Q1 and that benefit will...
JHVEPhoto Seeking Alpha analysts are becoming less bullish on chipmaker Intel ( INTC ) following the stock's recent rally. SA analyst Johnny Zhang cut his rating to Strong Sell from Hold, questioning Intel's "lofty valuation." "Most concerning is that INTC's valuation has expanded to an unsustainable level, propelled by AI mania across the equity market," Zhang wrote on Monday . "The stock's non-G...
JHVEPhoto Seeking Alpha analysts are becoming less bullish on chipmaker Intel ( INTC ) following the stock's recent rally. SA analyst Johnny Zhang cut his rating to Strong Sell from Hold, questioning Intel's "lofty valuation." "Most concerning is that INTC's valuation has expanded to an unsustainable level, propelled by AI mania across the equity market," Zhang wrote on Monday . "The stock's non-GAAP P/E fwd is 100x, and its 9.8x EV/sales fwd is 217% above its 5-year average. Seeking Alpha consensus indicates that the stock's P/E would take another four years to land at a 30x range," Zhang continued. "For that reason, I am downgrading INTC to Strong Sell because the recent rally has overly priced in the AI growth while fundamentals are still lagging behind," he added. The Oriental Trader slashed their rating from Strong Buy to Hold. "INTC’s foundry business faces significant competitive and execution hurdles, with current valuation already reflecting optimistic market share gains," The Oriental Trader wrote in their analysis piece on Sunday . "I remain positive on INTC’s strategic trajectory but see a limited margin of safety at current prices and would only revisit if it falls to $40/share," they added. The Alpha Analyst, meanwhile, rated Intel a Sell in an analysis piece that compared it to Advanced Micro Devices ( AMD ), asserting both were rallying on a narrative that the AI buildout will revive CPU demand. The analyst recommended a "hedged AMD-long/Intel-short framework," which they believe "offers AI exposure while protecting against narrative-driven downside volatility." "I think a better stance at overheated levels is to stay with the lower floor of AMD while retaining the CPU optionality. Intel becomes more compelling after more proof of traction and economics emerges," The Alpha Analyst wrote in their analysis piece on Tuesday . "Till then, investors can stay invested but hedged—if not a pure form pair trade, they could (depending on their CPU thesis or mo...
Prime Minister Mark Carney said people in British Columbia should see “substantial economic and financial benefits” from a proposed new oil pipeline to the province’s coast, which BC Premier David Eby opposes. Last Friday, the neighboring province of Alberta signed a deal with Carney on energy rules, helping pave the way for a pipeline it is proposing to carry 1 million barrels of crude to the wes...
Prime Minister Mark Carney said people in British Columbia should see “substantial economic and financial benefits” from a proposed new oil pipeline to the province’s coast, which BC Premier David Eby opposes. Last Friday, the neighboring province of Alberta signed a deal with Carney on energy rules, helping pave the way for a pipeline it is proposing to carry 1 million barrels of crude to the west coast for shipment to Asian markets. It faces environmental and Indigenous resistance in BC. In an address to the Greater Vancouver Board of Trade, Carney said it would only be built under three conditions: benefits for BC, the building of a massive carbon capture project and consultation with Indigenous people. Carney planned to meet with Eby later on Wednesday. One item on the agenda is a national harmonized levy on carbon, Carney said. Last week’s deal with Alberta included a carbon price benchmark that is lower than the current federal minimum one, a disparity Eby had criticized. Read More: Enbridge Warms Up to Canada Oil Pipeline After Carbon Deal Eby has slammed the Canada-Alberta deal as rewarding “bad behavior,” pointing to the threat of separatism from the oil-rich province that has been given an understanding ear by Alberta’s Premier Danielle Smith . “This country cannot work if separatists, separatist premiers, others, get all the attention of the federal government,” Eby told reporters on Tuesday. Asked by the Board of Trade’s CEO Bridgitte Anderson how he will navigate opposition, Carney said the federal government needs to show up and listen to concerns, but also: “If things get stalled here, we’re going to be spending more time elsewhere in the country, because we need to move forward.”
Advancved Micro Devices (AMD +7.33%) has been one of the best-performing artificial intelligence (AI) stocks in 2026 so far. It has basically doubled in 2026, but nearly all of that run started in April. The question is whether AMD can continue this run throughout 2026 or whether there are better options available. AMD just reported a blowout quarter, which helped boost the stock, but is it fully ...
Advancved Micro Devices (AMD +7.33%) has been one of the best-performing artificial intelligence (AI) stocks in 2026 so far. It has basically doubled in 2026, but nearly all of that run started in April. The question is whether AMD can continue this run throughout 2026 or whether there are better options available. AMD just reported a blowout quarter, which helped boost the stock, but is it fully valued? Let's take a look. AMD's business isn't just AI-focused Unlike its peer Nvidia (NVDA +1.88%), AMD doesn't get all of its revenue from AI-related products. It has a much more balanced business, but if growth rates continue trending in the direction they are, AMD could become a lot more AI-focused than it is now. In Q1, its data center division saw 57% revenue growth to $5.78 billion. Its other non-AI divisions also did quite well, with Client & Gaming rising 23% year over year to $3.6 billion and Embedded increasing 6% to $873 million. Expand NASDAQ : AMD Advanced Micro Devices Today's Change ( 7.33 %) $ 30.35 Current Price $ 444.40 Key Data Points Market Cap $675B Day's Range $ 426.75 - $ 448.72 52wk Range $ 107.67 - $ 469.21 Volume 729K Avg Vol 39M Gross Margin 47.09 % If AMD's data center division continues rising quickly, that will transform AMD into a more Nvidia-like company, eliminating the balance that some investors prefer with AMD. AMD's long-term projections indicated a compounded annual growth rate (CAGR) of 60% for its data center division. In comparison, its other two divisions will experience a 10% CAGR over the next five years. This will leverage AMD heavily toward AI, completing the transformation into an AI-focused business. That could be a good or bad thing, depending on where you think AI demand will go. The market clearly loves the direction in which AMD's business is headed, which is why it has done so well over the past few months. However, that run-up comes at a price. AMD's stock is no longer cheap by any measure. It trades for 139 times earn...
petrovv/iStock via Getty Images Despite negative fixed-asset investment trends and weak purchasing manager index (PMI) readings, certain segments of Chinese industrials continue to see robust growth. High-tech manufacturing output has been expanding at roughly 10%, compared with about 6% growth in overall industrial production. This strength is being driven by sustained double-digit capital expend...
petrovv/iStock via Getty Images Despite negative fixed-asset investment trends and weak purchasing manager index (PMI) readings, certain segments of Chinese industrials continue to see robust growth. High-tech manufacturing output has been expanding at roughly 10%, compared with about 6% growth in overall industrial production. This strength is being driven by sustained double-digit capital expenditure in areas such as lithium batteries, printed circuit boards, and consumer electronics. Core Growth Areas in China Industrials Growth across China’s industrial sector is increasingly concentrated rather than broad-based. While headline indicators remain weak, multiple pockets of demand are expanding simultaneously, supported by industrial upgrading, electrification, and infrastructure investment. The following sections highlight the key areas where activity and capital expenditure are accelerating, spanning automation, emerging robotics, power and energy infrastructure, transportation, and selected commodity-linked segments. Automation Monthly order growth for four major Chinese automation players accelerated toward year-end, reaching roughly 20% to 30% across all four. Demand is being driven by batteries, 3C electronics, and semiconductors, as well as more traditional end markets such as plastic injection molding equipment, excavators, and heavy-duty trucks. Much of this activity reflects replacement demand. This rebound also aligns with a broader pickup in global automation spending. While the global recovery remains narrow—largely concentrated in semiconductors and data centers—it is nevertheless occurring in parallel across regions. Humanoid Robotics: Taking Shape I view many Chinese humanoid robot developers as born leaders in a new industry. China has rapidly advancing AI capabilities to develop the “brain” of humanoid robots, and it already possesses the manufacturing scale and infrastructure to industrialize production. Taken together, I believe this gives China...
Key Points AMD's data center business is getting stronger. The company's stock is now incredibly expensive. Larger rival Nvidia may be the better choice. 10 stocks we like better than Advanced Micro Devices › Advancved Micro Devices (NASDAQ: AMD) has been one of the best-performing artificial intelligence (AI) stocks in 2026 so far. It has basically doubled in 2026, but nearly all of that run star...
Key Points AMD's data center business is getting stronger. The company's stock is now incredibly expensive. Larger rival Nvidia may be the better choice. 10 stocks we like better than Advanced Micro Devices › Advancved Micro Devices (NASDAQ: AMD) has been one of the best-performing artificial intelligence (AI) stocks in 2026 so far. It has basically doubled in 2026, but nearly all of that run started in April. The question is whether AMD can continue this run throughout 2026 or whether there are better options available. AMD just reported a blowout quarter, which helped boost the stock, but is it fully valued? Let's take a look. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » AMD's business isn't just AI-focused Unlike its peer Nvidia (NASDAQ: NVDA), AMD doesn't get all of its revenue from AI-related products. It has a much more balanced business, but if growth rates continue trending in the direction they are, AMD could become a lot more AI-focused than it is now. In Q1, its data center division saw 57% revenue growth to $5.78 billion. Its other non-AI divisions also did quite well, with Client & Gaming rising 23% year over year to $3.6 billion and Embedded increasing 6% to $873 million. If AMD's data center division continues rising quickly, that will transform AMD into a more Nvidia-like company, eliminating the balance that some investors prefer with AMD. AMD's long-term projections indicated a compounded annual growth rate (CAGR) of 60% for its data center division. In comparison, its other two divisions will experience a 10% CAGR over the next five years. This will leverage AMD heavily toward AI, completing the transformation into an AI-focused business. That could be a good or bad thing, depending on where you think AI demand will go. The market clearly loves the direction in which AMD's bu...
Key Points AMD is well positioned to benefit from both agentic AI and inference. Inference drives more memory usage, which should be a big growth driver for Micron. Broadcom is poised to benefit as hyperscalers seek to develop custom inference chips. 10 stocks we like better than Advanced Micro Devices › The first phase of the current artificial intelligence (AI) boom was all about training the fo...
Key Points AMD is well positioned to benefit from both agentic AI and inference. Inference drives more memory usage, which should be a big growth driver for Micron. Broadcom is poised to benefit as hyperscalers seek to develop custom inference chips. 10 stocks we like better than Advanced Micro Devices › The first phase of the current artificial intelligence (AI) boom was all about training the foundational large language models (LLMs) needed to help answer queries and perform tasks. Training these AI models required a ton of processing power, which is where Nvidia (NASDAQ: NVDA) and its graphics processing units (GPUs) shone. Not only are Nvidia's GPUs powerful, but the company also smartly seeded its CUDA software platform in places where early AI research was being done. This led to most early foundational code being written on its software and optimized for its chips, giving it a huge moat and making it the biggest AI winner. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » While AI model training remains important, this AI-focused market is starting to shift toward inference and agentic AI. New winners will emerge as factors such as memory, central processing units (CPUs), and cost per inference become more important. Let's look at three AI stocks that could become the next big AI winners. AMD: An agentic AI and inference winner The shift toward agentic AI and inference plays to Advanced Micro Devices' (NASDAQ: AMD) strengths. First, both require much higher CPU-to-GPU ratios: training at about 1:8, inference at around 1:4, and agentic AI at 1:1. AMD is the leader in the high-performance data center CPU market, so this is a huge tailwind for the company. On top of that, data center CPU prices should also be on the rise, as agentic AI needs more cores (sort of like individual workplaces with th...
Arsenal have one of the loudest supporter fanbases on social media and that can lead to intense scrutiny from rival fans when things do not go their way. A Manchester City supporter recently went viral as he celebrated a victory with an Arsenal water bottle, a nod to Arteta's side 'bottling' the title after three successive second-placed finishes. After the Gunners lost at Etihad Stadium in April,...
Arsenal have one of the loudest supporter fanbases on social media and that can lead to intense scrutiny from rival fans when things do not go their way. A Manchester City supporter recently went viral as he celebrated a victory with an Arsenal water bottle, a nod to Arteta's side 'bottling' the title after three successive second-placed finishes. After the Gunners lost at Etihad Stadium in April, City supporters unveiled a banner that said "Panic on the streets of London" but Arsenal fans have used all of that to fuel their celebrations. "I went to the stadium and I have to say it still feels a little bit surreal, even having been there in all the celebrations last night. I know the Arsenal squad were there too," fan Scarlet Katz Roberts said. "I'm not sure it will feel real until Martin Odegaard lifts that trophy over his head and it even feels weird to say that. "So I would say there is an overwhelming sense of relief, but also like a slightly weird void of like, 'wow, what do I do now? I don't have to worry about that anymore'." The Gunners will hold a title parade on Sunday 31 May regardless of the outcome of their Champions League final. And at 27 years old this is the first league success that Scarlet can remember. She was just five when she went to the parade to celebrate the Arsenal 'Invincibles' win in 2004. She added: "I have no sense of what's normal for a title celebration, what's proportional. All I can say is that, you know, it was such a lovely atmosphere in that crowd last night. "I think we've been waiting a long time and particularly given the kind of circumstances of this season and the way that I feel like it's been the season of media as much as it's been the season of football. "Where it's been almost as important what people have been saying about Arsenal as it is what they've actually been doing or it's felt that way in the fan base. "We have been mocked, we have been criticised throughout and it only relented at the point when we proverbial...