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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 - October 29 -
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 - October 30 -
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 -
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 - October 26 -
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 - October 30 -
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 resultsWorld - Financial Times - October 30 -
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 - October 30 -
New Ryzen 7 9800X3D Is The Fastest Gaming CPU Out There, Says AMD
Just a week after the launch of Intel's latest generation of desktop CPUs, AMD has fired back with the announcement of the first 3D V-Cache-equipped chip in the company's 9000-series CPUs, with the ...Tech - GameSpot - October 31 -
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 -
As AMD starts shifting focus to next year, just how high can AI revenue go?
Bullish expectations for AMD’s AI revenue came down sharply over the course of this year. Some analysts say early estimates for 2025 are already too high.Business - MarketWatch - October 28 -
Palo Alto shares helped by contract news, Abbott Labs braces for lawsuit ruling
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.Business - CNBC - October 31 -
AMD could still be a sleeper against Nvidia, but Wall Street isn’t yet convinced
Advanced Micro Devices Inc. executives made some bold statements about the company’s underdog AI accelerator chip Tuesday, and said it is ready to take the spoils from rival Nvidia Corp.Business - MarketWatch - October 30 -
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 - October 30 -
Jim Cramer identifies an interesting buy level for our worst performing Big Tech stock this year
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.Business - CNBC - October 31 -
Is the Trump Trade Back?
Market observers see signs that investors increasingly believe Donald Trump will win the election, but there may be alternate explanations for a shift in sentiment.Business - The New York Times - October 17 -
New York menswear is back!
The city’s retail offering for men has been lacklustre, but a wave of product lovers are seeking to change thatWorld - Financial Times - October 18 -
Can Boeing come back?
The aircraft maker was a great American company — then things started falling apart.Business - Financial Times - October 29 -
‘800lb gorilla’: luxury brands battle China’s hit grey-market app
Sales of top brands on DeWu make up estimated 70% of country’s grey market as consumers hunt for lower pricesWorld - Financial Times - October 15 -
Labour donor to back Tortoise’s proposed purchase of Observer
South African businessman Gary Lubner in talks on taking minority stake in online start-upWorld - Financial Times - October 15 -
How back-to-back hurricanes could impact insurance rates across the U.S.
As Florida residents recover from hurricanes Milton and Helene, experts say the damage will likely worsen the home insurance crisis in the state and could lead to higher rates nationwide. CBS News ...Top stories - CBS News - October 15 -
ALCS, NLCS takeaways: Guardians win thriller over Yankees; Dodgers rout Mets
Here's your one-stop shop after all of MLB's final four teams took the field today.Sports - ESPN - October 18 -
Back-to-back rate cuts no indication of future ECB policy, governor says
Slovenian central bank chief Boštjan Vasle argues central bank needs flexibility to respond to signs of persistent inflationWorld - Financial Times - October 20 -
Oil scores back-to-back gains, but ‘bearish landscape’ remains
Oil futures scored a second straight session of gains on Tuesday to claw back some of steep losses suffered last week, with prices supported by some upbeat prospects for Chinese demand and ongoing ...Business - MarketWatch - October 22 -
Game 2 takeaways: Dodgers take 2-0 World Series lead, but Ohtani exits with injury
The Dodgers downed the Yankees, but now await word on the status of their superstar.Sports - ESPN - October 27 -
Green gives Embiid bold advice on sitting out back-to-backs
Golden State Warriors icon Draymond Green extended the Philadelphia 76ers' center Joel Embiid sound advice on sitting out back-to-back NBA games.Sports - Yahoo Sports - October 27 -
Melton out for Warriors-Pelicans back-to-back; Wiggs questionable
The Golden State Warriors won't have De'Anthony Melton for their next two games, and Andrew Wiggins' status is uncertain for Tuesday's game.Sports - Yahoo Sports - October 28 -
Follow live: Rodgers, Jets look to snap five-game losing streak, host Texans
nullSports - ESPN - October 31 -
Rockets commemorate 30th anniversary of back-to-back titles with City Edition uniforms
The Rockets will debut the uniforms against the Pacers on Nov. 20.Sports - ESPN - 2 hours ago -
Corporate Retreats Are Back. Hotels Are Banking on It.
Desire for more face-to-face meetings is spurring companies to book group events.Business - The Wall Street Journal - October 14 -
Renault Backs Guidance as Revenue Rises
The French carmaker backed its outlook for the year after third-quarter revenue rose despite a decrease in group car sales.Business - The Wall Street Journal - October 24 -
Putin’s battle to keep Georgia in Russia’s orbit
The country is holding elections that could decide whether it tilts towards Moscow or Brussels. Observers fear that violence may followBusiness - Financial Times - October 25 -
Why Mark Cuban backs Harris
Welcome to The Hill's Technology newsletter {beacon} Technology Technology The Big Story Mark Cuban's campaign blitz for Harris The billionaire investor has emerged as one of Vice President ...Politics - The Hill - October 30 -
Looking back at the 2020 presidential election
Americans went to the polls under very different circumstances in 2020. CBS News chief Washington correspondent Major Garrett takes a look back ahead of Election Day on Nov. 5.Top stories - CBS News - October 30 -
Starbucks Is Bringing Back the Condiment Bar
Coffee chain’s CEO calls for decisive steps including a pledge not to raise U.S. prices over the next year.Business - The Wall Street Journal - October 30 -
Xenoblade Amiibo Figures Are Back In Stock
Noah and Mio Amiibo 2-Pack (Xenoblade Chronicles 3) ...Tech - GameSpot - 3 days ago -
GOP wins back control of the Senate
The chamber will play a huge role in not only legislative priorities next year, but also the incoming president’s ability to pick a Cabinet.Politics - Politico - 2 days ago -
Portugal’s bold plan to win back youth
Low taxes are just one factor influencing where young people decide to set upWorld - Financial Times - October 14