AMD Lost 12% on Intel’s PC Warning. Its Real Business Isn’t PCs.
Friday’s selloff punished AMD for Intel’s PC warning. Tuesday’s earnings will show whether Instinct AI can outrun the damage.
Amazon and Meta’s Bonds Are Saying What Stocks Aren’t
The investment committee conversation this week is not about earnings beats or cloud growth rates. It is about whether the…
The solution to Nvidia’s tiny dividend
A note from our friends at Investors Alley(ad) Hi, Tim Plaehn here. Nvidia is one of the biggest winners of…
The AI infrastructure play Jeff Brown is prioritizing right now
October 31, 2026 Bonus Content: Global Payments Is Worth $40 Billion to Private Equity. Public Investors Disagree. A note from…
Global Payments Is Worth $40 Billion to Private Equity. Public Investors Disagree.
CD&R and GTCR may borrow tens of billions to own a merchant acquirer public markets have written off. One of them is badly wrong.
SanDisk Beat Estimates, Guided Higher, and Split Its Stock. The Market Still Sold It.
A 23% sequential revenue jump and an eight-for-one split still left SNDK down about 5%. Here is why the reaction matters more than the quarter.
Dr. Ron Paul issues important new warning
October 30, 2026 Bonus Content: Marvell Lost $33 a Share on a Deal Nobody Has Signed Yet A note from…
Intel Beat Every Q3 Target. Then Its PC Business and a Factory Blast Hit the Stock.
A data center surge of 78% couldn’t offset a $1.6B guide gap and a $600M hit tied to a deadly Israel plant blast.
The 2026 beginners Guide to Gold IRAs
October 29, 2026 Bonus Content: Apple’s Real Acquisition Problem Is Its Own Servers A note from our friends at Goldco(ad)…
Microsoft’s Best Azure Quarter in Years. Wall Street Debates the Debt.
Azure grew 48% in the quarter ending September 30. Microsoft beat on revenue, earnings per share, and cloud margins. Commercial…