AMD shares have more than doubled this year, and the company is now on track to join the $400 billion market-cap club at Friday's close ...

Core Viewpoint - Investors are showing confidence in the market by purchasing stocks with borrowed money, indicating a belief that the market will continue to rise, although this optimism may not be justified [1] Group 1 - The trend of buying stocks on margin suggests a bullish sentiment among investors [1] - There is a concern that this confidence may not align with actual market conditions [1]

Core Viewpoint - Ontario's center-right leader, Doug Ford, initiated a $75 million U.S. advertising campaign aimed at creating a divide between free-trade Reagan Republicans and Trump's MAGA supporters [1] Group 1 - The ad campaign is valued at $75 million U.S. [1] - The objective of the campaign is to incite conflict between two factions within the Republican Party [1]

Core Insights - Intel is experiencing high demand primarily driven by older chip models, raising concerns about potential profit pressures in the future [1] Group 1 - The current demand for Intel's products is significantly influenced by the popularity of its older chip offerings [1] - Analysts express concerns regarding the sustainability of this demand and the potential impact on profit margins moving forward [1]

Core Insights - The hedge-fund industry reached a record $4.98 trillion in assets under management during the third quarter, marking the largest inflow since before the global financial crisis [1] Industry Summary - The hedge-fund sector experienced significant growth, with assets under management hitting an all-time high of $4.98 trillion [1] - This growth represents the biggest inflow of capital into hedge funds since the global financial crisis, indicating a strong recovery and renewed investor confidence in the industry [1]

U.S. central bank should do more to help Americans navigate this unfamiliar and unpredictable economy. ...

Core Insights - The U.S. economy experienced acceleration in October despite the ongoing government shutdown [1] - Businesses reported that high tariffs are negatively impacting exports and creating uncertainty for the upcoming year [1] Economic Performance - Economic activity in October showed signs of speeding up, indicating resilience in the U.S. economy during the government shutdown [1] Business Sentiment - Companies expressed concerns that elevated tariffs are harming export activities [1] - The uncertainty created by tariffs is leading to a pessimistic outlook for the upcoming year among businesses [1]

Core Viewpoint - Beyond Meat has experienced significant volatility in its stock price, characterized as a "meme-stock ride," following the announcement of preliminary third-quarter results [1] Company Summary - Beyond Meat is a meat-substitute company that has recently announced preliminary results for the third quarter [1]

Core Insights - Procter & Gamble has reduced its forecast for tariff costs in fiscal 2026 while maintaining its profit outlook [1] Summary by Category Financial Outlook - The company has kept its profit outlook unchanged despite the adjustment in tariff cost estimates [1] Tariff Costs - Procter & Gamble has lowered its estimate for tariff costs specifically for fiscal 2026 [1]

Hartnett likes gold to $6000 and thinks U.S. thirty-year yields may drop to 4%. ...