AMD’s stock is getting hurt by this ‘unpalatable’ reality

One analyst says that AMD’s muted guidance is unlike what Wall Street has come to expect of “AI names.”

Business - MarketWatch - 4 hours ago

Netflix’s stock is gaining — but investors should get ready for the new reality

One analyst saw subscriber performance as the biggest highlight of Netflix’s report. But he reminded investors that this metric is going away early next year.

Business - MarketWatch - October 18

Nvidia, AMD shares extend drops as investors get spooked — but should they be?

An ASML warning about the health of the semiconductor market is one factor weighing on AI chip stocks Tuesday — but one analyst says Nvidia investors shouldn’t be worried.

Business - MarketWatch - October 15

AMD’s stock stands out from other AI names. What that may say about the market.

AMD’s stock is the only one of select AI names with a lower forward multiple now than its five-year average.

Business - MarketWatch - October 21

We're downgrading Honeywell shares, plus Starbucks makes a menu change

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

Business - CNBC - 22 hours ago

UnitedHealth’s stock rocked as a big jump in medication costs hurt profitability

UnitedHealth’s stock was having its worst day in more than four years on Tuesday, after the healthcare giant beat third-quarter profit and revenue expectations but missed on medical-care ...

Business - MarketWatch - October 15

AMD and Alphabet hit earnings targets this week — now Apple, Amazon, Microsoft and Intel get their shot

The stock market is giving Big Tech tougher demands for its continued support.

Business - MarketWatch - 4 hours ago

Penn State QB Drew Allar leaves game after getting hurt late in 1st half

Penn State quarterback Drew Allar didn’t start the second half of the third-ranked Nittany Lions’ game with Wisconsin on Saturday after getting hurt late in the second quarter

Sports - ABC News - 3 days ago

Wall Street analysts get it wrong on two of our portfolio industrial stocks

New research from Wall Street analysts missed the mark on Stanley Black & Decker and DuPont.

Business - CNBC - October 21

Apple’s stock gets rare bearish call — and here are the four reasons why

KeyBanc worries about low upgrade rates and the potential for a lower-cost iPhone SE to cannibalize sales of more expensive models, for example.

Business - MarketWatch - 4 days ago

AMD reports record revenue but Q4 forecast disappoints

Advanced Micro Devices reported record Q3 revenue of $6.8 billio, up 18%. But the shares fell due to a disappointing forecast for Q4.

Tech - VentureBeat - 20 hours ago

Tech stocks are nearing their first record high since July as dip-buyers get their wish

Information technology stocks have shaken off their summertime blues, even reclaiming the top spot on the stock market’s 2024 leaderboard.

Business - MarketWatch - October 17

UPS’s stock gets a rare ‘sell’ warning just days before its earnings report

UPS shares took a hit on Monday after a Wall Street analyst made a rare call to sell, citing near-term concerns over what weak parcel demand will mean for its earnings.

Business - MarketWatch - October 21

Why stocks are getting that same look they had just before the 2022 bear market

Key market indicators are breaking down, suggesting weakness ahead for stocks.

Business - MarketWatch - 5 days ago

Amazon ‘has never been stronger.’ So why isn’t its stock getting more love?

Amazon’s stock has trailed the S&P 500 over three months, owing in part to concerns about operating income and margin compression. Will Thursday’s earnings alleviate fears?

Business - MarketWatch - 7 hours ago

Pressure mounts on VW to finally confront the reality of restructuring

The carmaker must overcome internal resistance to changes necessary to boost competitiveness

Business - Financial Times - October 23

Starmer to pledge to ‘embrace fiscal reality’ in the Budget

UK prime minister is facing growing criticism that planned tax rises will hit ‘working people’

Business - Financial Times - 2 days ago

Tax rises needed to avert austerity, Starmer says

The prime minister gives a gloomy economic picture as he set out his justifications for "tough decisions" in the Budget.

Volpe makes dreams a reality, sparks Yanks in G4

Anthony Volpe's performance in Game 4 -- one that included a game-changing grand slam to keep the Yankees alive in the World Series -- was something he envisioned "probably every night" growing up.

Sports - ESPN - 3 hours ago

Intel, AMD Create Advisory Group to Shape Future of X86 Architecture

The two companies and other technology giants will work together to shape the future of the x86 chip as the landscape transitions to dynamic artificial-intelligence workloads.

Tech - The Wall Street Journal - October 15

AMD’s AI punches are landing where it counts — against Nvidia

Not every AI customer wants or can afford Nvidia’s powerhouse Blackwell chip.

Business - MarketWatch - October 19

Beyond AI, AMD and Intel earnings will hit on another important trend

Next week, as the technology sector earnings reporting season begins in full force, the results from two rival chip makers, Intel Corp. and Advanced Micro Devices Inc., will give investors data on ...

Business - MarketWatch - 4 days ago

AMD shares fall as forecast fails to impress despite strong AI growth

AMD shares are up about 20% so far in 2024, although rivals such as Nvidia and Broadcom have had much greater gains during the same period, driven by AI chips.

Business - CNBC - 2 hours ago

FirstFT: Harris calls on America to ‘turn the page’ on Trump

Also in today’s newsletter, Ukraine and Russia hold secret talks, while Alphabet and Reddit shares rise after results

World - Financial Times - 7 hours ago

AMD's post-earnings slide is a buying opportunity. Here's why

Wall Street's reaction to the quarter continues an up-and-down month for shares of the AI chipmaker.

Business - CNBC - 16 hours ago

A 'chaotic new reality' - Bordeaux's life in French fourth tier

Fallen giants Bordeaux face a "chaotic new reality" in France's fourth tier, but how will they escape it?

Virtual Reality Has the Rookie Washington Quarterback Embracing Mind Games

Six weeks into his first season, Jayden Daniels is the talk of the N.F.L.

Sports - The New York Times - October 19

Harris’s ‘Opportunity Agenda for Black Men’ ignores capitalism's realities

Rather than promoting capitalist fiction long debunked, the Harris-Walz campaign should craft a platform that tackles the realities of racial capitalism — a system built on exploiting race for ...

Politics - The Hill - October 22

No Man's Sky New Reality-Warping Expedition Includes A UFO Spaceship For Halloween

Hello Games has announced its new 5.20 update with patch notes, but the main highlight is the sixteenth expedition: The Cursed. Like previous expeditions, The Cursed is only available for a ...

Tech - GameSpot - October 23

Even Realities G1 Smart Glasses Review: Superb Display, But Slow Info

These new augmented reality glasses show so much promise, it's like they posses super powers for specs. But there's a familiar problem.

Tech - Wired - 5 days ago

BRICS Summit Offers a Glimpse Inside Putin’s Alternate Reality

At a meeting of emerging economies, Vladimir Putin positioned himself as a respected and powerful leader, ignoring the condemnation he receives from the West.

World - The New York Times - 4 days ago

Could Eminem Snap Gen X Voters Back to Reality?

50-something white men and the idea of freedom

Top stories - The New York Times - 4 days ago

Keir Starmer warns the UK budget this week will reflect 'harsh' economic reality

British Prime Minister Keir Starmer says fixing Britain’s troubled economy will be a long haul in a “harsh” fiscal environment

World - ABC News - 2 days ago

Rot, romance and renovations: the reality of buying a cheap old house on Instagram

From Germany to Japan, people are buying up draughty churches, leaky hotels and asbestos-filled schools for peanuts and turning them into dream homes. They can be as big as 40,000 sq ft – but are ...

World - The Guardian - Yesterday

Union leaders' outdated methods hurt workers and the economy

The International Longshoreman's Association is demanding outrageous wage increases and a ban on automation at American ports, threatening to disrupt the economy and cost jobs.

Politics - The Hill - October 14

Berhalter accepts USMNT firing, but 'it still hurts'

Gregg Berhalter acknowledged that his firing in August as USMNT coach was "a really difficult moment," but said he's now hungry and motivated again to take on his new roles as Chicago Fire head ...

Sports - ESPN - October 18

Latest in AMD’s stock is getting hurt by this ‘unpalatable’ reality