AI 市场展望 - AMD 预计到 2030 年，人工智能的潜在市场规模将超过 1 万亿美元，远高于今年早些时候预测的 5000 亿美元 [1] - 1 万亿美元的预测包括 AI 芯片、传统 CPU 以及网络产品 [3] - CPU 需求因 AI 而加速增长 [4] AMD 业务增长 - AMD 认为服务器业务有明确的增长路径，预计增长率将超过 50% [5][6] - AMD 预计未来 5 年数据中心 AI 收入将以每年 80% 的速度增长 [5] - AMD 的下一代 AI 芯片和 rackscale 系统预计到 2027 年将带来数百亿美元的收入 [5] 竞争态势 - AMD 的 rack 系统旨在提升其在数据中心堆栈中的地位，从而更好地与英伟达竞争 [6] - 英特尔股价在 AMD 预计服务器份额将大幅增长后下跌 [6]

Company Overview - IonQ 的董事长兼 CEO Niccolo De Masi 出席 'The Exchange' 节目 [1] - 讨论量子计算的担忧是否被夸大 [1] - 公司季度收益结果是讨论内容之一 [1]

Well, joining me now, Scott Croniner, US equity strategist at City. Scott, it's always great to speak with you. Uh, and let's start right there, especially on a day where the market seems to be pulling back from session lows here to to do an about face.You like the small and midcaps. Why. >> Well, Morgan, I think there's a couple of things at work here.What we're arguing is that as we go into the end of this year, the market is increasingly paying for 26 earnings growth expectations. We certainly going to g ...

Holiday Spending Trends - Conference Board expects overall holiday spending to be slightly down, differing from NRF's narrower focus on retail [2] - Spending decrease is concentrated among younger, cash-strapped consumers [2] - Younger consumers plan to spend in November due to deals, impacting retail margins [3][4] Consumer Sentiment and Economic Factors - Consumer confidence index has been relatively stable, awaiting inflation relief and trade deal progress [5][6] - Jobs are stable and wages are rising, providing consumers with cash despite high debt levels [6] - Consumers will be selective in their purchases [7] Inflation and Travel - Tariffs are projected to impact inflation by approximately 50 basis points in the latter part of the year [11] - 70% of consumers are avoiding travel, similar to last year, due to inflation and travel difficulties [11] - Easing travel restrictions could lead to increased spending [12] Consumer Behavior - Consumers may spend more than surveys indicate if they have cash or access to debt [9] - A spending bump is expected in January when sales begin [10]

When do we get the economic data releases. We're craving data, especially those numbers on jobs. >> Yeah. Yeah.You know, that I haven't been briefed on that yet because there's been, you know, quite a lot of disruption because of this terrible shutdown. And so, for example, I've been told that some of the surveys were never actually completed. So, we'll never perhaps even know what happened in that month.And so we're going to be staring a little bit in in cloudy cloudy weather uh for a while until we get th ...

Mark Mahaney, Evercore ISI head of internet research, joins 'The Exchange' to discuss Mahaney's thoughts on the AI trade, if investors should wait for a pullback and much more. ...

Meta's chief scientist reportedly planning to depart the company to form his own startup. This is amid CEO Mark Zuckerberg's massive AI restructuring. Dear Jabrosa has more on what that exit could say about where Meta is in the AI race.Hi D. Metapots always feels like it's always changing in the AI race. But Yan Lun, this is a really important departure because he is of course one of the most influential, one of the most respected names in AI.His departure. It also follows a number of other senior AI resear ...

Market Trends - Dow Jones Industrial Average rose by 450 points [1][3] - S&P 500 is now positive [3] - Emerging markets and China are focusing on the AI theme [2] - Global growth is improving [2] Company Specifics - Philip 66 is a final trade consideration [1] - Active Auto Parts will hold an analyst day on the 18th to discuss a spin-off [2] - Parker Hanner acquired a leading filtration company for $9 billion [3]

Market Performance & Outlook - The S&P 500 is up 36% from the April 8th lows and 16% year-to-date [2] - The economy is growing at 4% and productivity growth is running up 3% [2][3] - Earnings are growing 123%, revenues are growing 8%, both exceeding historical averages of 5% [4] - Fourth quarter growth is expected to be 8-12% cumulatively, suggesting a positive outlook [5] - The market has strong tailwinds, including accommodative global central banks and disinflationary trends [6] Technology Sector & AI - Technology is a key driver of the market, but investors are uncertain about the broadening out of the AI trade [8][12] - Mega-cap technology stocks experienced significant market cap fluctuations, adding $618 billion after losing $800 billion the previous week [10] - The market is differentiating between companies with explicable AI capex strategies and those with less clear paybacks [16] Investment Strategies & Considerations - Investors should consider whether they are overweight in technology and assess the potential for technology positions to be a source of liquidity in 2026 [9] - It's important to use stops and ride the best stocks in the market during the year-end meltup period [21] - There are opportunities beyond AI, with various stocks in uptrends and great technical setups, including commodities and energy stocks [19][20]

All right, pretty nice day. Uh, at least for the Dow, up 370 as you saw. And Stephanie Link, let's get to these moves.The Linkster looked at Starbucks down 26% from its March high and said, "I want some lattes." >> Yes, >> you bought it. >> A little caffeine for the portfolio. >> Okay.So when Brian Nickel was announced to be the new CEO from Chipotle to this company, the stock went up 49%. It has roundt. It's given it all back.And we know what Brian Nickel did at Chipotle. Stock when he was at there went up ...