The ruling Labour Party’s dire results in local and regional elections in the UK late last week had damaged Prime Minister Keir Starmer’s authority and could lead to policy shifts, Chinese experts said. While some in Starmer’s might push for changes in policy towards China, a U-turn on the government’s pro-engagement strategy was unlikely, the observers said, arguing that Britain’s economic positi...
The ruling Labour Party’s dire results in local and regional elections in the UK late last week had damaged Prime Minister Keir Starmer’s authority and could lead to policy shifts, Chinese experts said. While some in Starmer’s might push for changes in policy towards China, a U-turn on the government’s pro-engagement strategy was unlikely, the observers said, arguing that Britain’s economic position would make this move too costly. More than 5,000 seats across 136 English councils and six...
JHVEPhoto AMD ( AMD ), Intel ( INTC ), and Qualcomm ( QCOM ) are likely to be among the big beneficiaries due to the ongoing “server CPU super cycle,” investment firm GF Securities said. “As the orchestration core of AI infrastructure buildouts, the Server CPU has gained significant traction over the past few months,” analysts at the firm wrote in a note to clients. “This is driven by the Agentic ...
JHVEPhoto AMD ( AMD ), Intel ( INTC ), and Qualcomm ( QCOM ) are likely to be among the big beneficiaries due to the ongoing “server CPU super cycle,” investment firm GF Securities said. “As the orchestration core of AI infrastructure buildouts, the Server CPU has gained significant traction over the past few months,” analysts at the firm wrote in a note to clients. “This is driven by the Agentic AI/inference trend, fueled by the breakthrough of OpenClaw and Anthropic’s ARR surging to $44bn in April. For instance, in latest earnings calls, AMD projected a >35% CAGR for Server CPU TAM by 2030, and Intel said the shift toward agentic AI is driving a structural demand for CPUs, where the GPU-to-CPU ratio is tightening from 8:1 in training to 4:1 in inference. Based on our estimates, assuming inference accounts for 90% of AI workloads and GPU-to-CPU ratio for AI servers to reach 2:1 in 2030, we now expect Server CPU TAM to grow 54%/39% in 2026/2027, reaching $135bn by 2030 from $26bn in 2025, with a 5-yr CAGR of 38%. That said, we project incremental Server CPU demand of 6.7m/7.6m/6.3m units in 2026/2027/2028 respectively, bringing total server CPU demand to 30m/38m/44m units over the same period, with a 23% 3-yr CAGR.” Delving deeper, the firm said AMD and Intel are likely to be the main beneficiaries, as x86 CPUs are still the dominant architecture for servers. “Fundamentally, Intel is well supported by ongoing capacity conversion and CPU price hikes in 2Q, as said in our report on April 16th,” the analysts explained. “For AMD, driven by solid product roadmap and portfolio with relatively sufficient capacity, we expect its share gains to continue. Currently, we forecast Intel’s DCAI and AMD’s server CPU business will grow by 39% and 73% in 2026, respectively.” Intel is likely to also gain traction in next-gen AI servers, as its Xeon 6 is working with Nvidia's ( NVDA ) Rubin NVL8 host CPU. Conversely, AMD's Venice CPU is likely to be deployed across its Helios Rack and...
JHVEPhoto AMD ( AMD ), Intel ( INTC ), and Qualcomm ( QCOM ) are likely to be among the big beneficiaries due to the ongoing “server CPU super cycle,” investment firm GF Securities said. “As the orchestration core of AI infrastructure buildouts, the Server CPU has gained significant traction over the past few months,” analysts at the firm wrote in a note to clients. “This is driven by the Agentic ...
JHVEPhoto AMD ( AMD ), Intel ( INTC ), and Qualcomm ( QCOM ) are likely to be among the big beneficiaries due to the ongoing “server CPU super cycle,” investment firm GF Securities said. “As the orchestration core of AI infrastructure buildouts, the Server CPU has gained significant traction over the past few months,” analysts at the firm wrote in a note to clients. “This is driven by the Agentic AI/inference trend, fueled by the breakthrough of OpenClaw and Anthropic’s ARR surging to $44bn in April. For instance, in latest earnings calls, AMD projected a >35% CAGR for Server CPU TAM by 2030, and Intel said the shift toward agentic AI is driving a structural demand for CPUs, where the GPU-to-CPU ratio is tightening from 8:1 in training to 4:1 in inference. Based on our estimates, assuming inference accounts for 90% of AI workloads and GPU-to-CPU ratio for AI servers to reach 2:1 in 2030, we now expect Server CPU TAM to grow 54%/39% in 2026/2027, reaching $135bn by 2030 from $26bn in 2025, with a 5-yr CAGR of 38%. That said, we project incremental Server CPU demand of 6.7m/7.6m/6.3m units in 2026/2027/2028 respectively, bringing total server CPU demand to 30m/38m/44m units over the same period, with a 23% 3-yr CAGR.” Delving deeper, the firm said AMD and Intel are likely to be the main beneficiaries, as x86 CPUs are still the dominant architecture for servers. “Fundamentally, Intel is well supported by ongoing capacity conversion and CPU price hikes in 2Q, as said in our report on April 16th,” the analysts explained. “For AMD, driven by solid product roadmap and portfolio with relatively sufficient capacity, we expect its share gains to continue. Currently, we forecast Intel’s DCAI and AMD’s server CPU business will grow by 39% and 73% in 2026, respectively.” Intel is likely to also gain traction in next-gen AI servers, as its Xeon 6 is working with Nvidia's ( NVDA ) Rubin NVL8 host CPU. Conversely, AMD's Venice CPU is likely to be deployed across its Helios Rack and...
miljko/E+ via Getty Images Throwing rhetorical punches at Herbalife ( HLF ) has been a popular thing to do for years. The company has been criticized over its multi-level marketing structure, its reliance on the Chinese market, and the amount of debt that it has accumulated over the years. There was even a 2016 full-length documentary known as "Betting on Zero" that detailed many of the criticisms...
miljko/E+ via Getty Images Throwing rhetorical punches at Herbalife ( HLF ) has been a popular thing to do for years. The company has been criticized over its multi-level marketing structure, its reliance on the Chinese market, and the amount of debt that it has accumulated over the years. There was even a 2016 full-length documentary known as "Betting on Zero" that detailed many of the criticisms that short-sellers have about the company. The stock responded in kind by falling off dramatically from its pandemic-era highs. In fact, the bear case has been so effective that many investors simply think of Herbalife as a “has been” that can be overlooked. The fact that Herbalife has fallen out of favor is precisely the reason to take a closer look at what is REALLY going on with this stock. Underneath the myriad of criticism, the company is quietly reforming its image and rebuilding its brand. It is working to modernize its product development process, and it is working to reestablish a growth picture that is unlike anything that has been going on over the last few years. Herbalife Is Transforming Into a New Kind of Company There is a real transformation process underway at Herbalife to shift the company away from its historic multi-level marketing model and into something else. Management is diligently steering Herbalife into the next stage of its growth, including: Biomarker-Driven Personalization – This emphasizes the personal biomarkers of each individual user to provide a unique health and wellness plan for those individuals based on a set of facts about their personal body chemistry. Factors such as hormone levels, heart rate variations, and even blood sugar levels are considered when creating such programs. Direct Digital Health Engagement – Putting the power over one's health choices back into the hands of the patients themselves is one of the most beneficial ways that Herbalife can help its customers. Beneficial Acquisitions of Companies like Bioniq and Pro2col...
Forte Biosciences press release ( FBRX ): Q1 GAAP EPS of -$1.24. Forte ended the first quarter of 2026 with $58.2 million in cash and cash equivalents. There are 13.9 million shares of common stock and 4.0 million prefunded warrants outstanding as of March 31, 2026. In April 2026, Forte raised $172.5 million in gross proceeds through an offering and issued 6.6 million additional shares of common s...
Forte Biosciences press release ( FBRX ): Q1 GAAP EPS of -$1.24. Forte ended the first quarter of 2026 with $58.2 million in cash and cash equivalents. There are 13.9 million shares of common stock and 4.0 million prefunded warrants outstanding as of March 31, 2026. In April 2026, Forte raised $172.5 million in gross proceeds through an offering and issued 6.6 million additional shares of common stock. General and administrative expenses were $2.0 million for the three months ended March 31, 2026 compared to $3.4 million for the same period in 2025. The decrease was primarily due to the interim legal settlement payment, under a reservation of rights from an insurance carrier of $2.3 million, partially offset by an increase of $0.9 million in non-cash stock-based compensation. More on Forte Biosciences Forte Biosciences: 2026 Is Major Inflection Point For FB102 Forte Biosciences: Stunning Bull Run Could Continue Thanks To Near-Term Data Readouts Forte Biosciences GAAP EPS of -$4.71 Seeking Alpha’s Quant Rating on Forte Biosciences Historical earnings data for Forte Biosciences