Intel still needs time to capitalize on the AI chip market's growth, but its rival is already making solid progress in this space.Intel (INTC 0.25%) has been one of the hottest stocks in the semiconductor space in the past six months. The share price is up an incredible 137% during this period, due to the company's turnaround efforts and investments by Nvidia, SoftBank, and the U.S. government, which have bolstered the company's balance sheet.However, Intel still has a lot of work to do before it can capita ...

机构认为，若成交量能有效配合，短期市场仍有向上冲击阶段新高的可能性。 【财经日历】 新股申购：林平发展、电科蓝天 财报发布：苹果、部数据、闪迪 ►►国务院办公厅日前印发《加快培育服务消费新增长点工作方案》（以下简称《工作方案》），旨在优化和扩大服务供给，促进服务消费提质惠民，为经 济高质量发展提供有力支撑。《工作方案》提出3方面支持政策。一是聚焦交通服务、家政服务、网络视听服务、旅居服务、汽车后市场服务、入境消费等 重点领域，从优化服务供给、推进先行先试、创新消费场景、加强人才培养等方面发力，激发发展活力。二是聚焦演出服务、体育赛事服务、情绪式体验式 服务等潜力领域，从健全激励机制、优化安全管理、培育优质品牌、建设平台载体等方面着手，培育发展动能。三是通过健全标准体系、加强信用建设、强 化财政金融支持等，加强对培育服务消费新增长点的支持保障。 ►►据新华社，从29日在沪召开的商业航天器及应用产业链共链行动大会获悉，我国将布局更多"太空+"未来产业。 据介绍，中国航天科技集团作为我国商业航天器及应用产业链"链长"单位，将在"十五五"期间围绕发展商业航天国家战略部署，发挥中央企业战略引领、生 态构建等职能，带动产 ...

Microsoft this week deployed its first crop of its homegrown AI chips in one of its data centers, with plans to roll out more in the coming months, it says.  The chip, named the Maia 200, is designed to be what Microsoft calls an “AI inference powerhouse” as Microsoft describes, meaning it’s optimized for the compute-intensive work of running AI models in production. The company released some impressive processing-speed specs for Maia, saying it outperforms Amazon’s latest Trainium chips and Google’s latest ...

Top Performing Leveraged/Inverse ETFs: 01/25/2026 | ETF TrendsETF Trends is now VettaFi. Read More --## Top Performing Leveraged/Inverse ETFs Last WeekThese were last week's top performing leveraged and inverse ETFs. Note that because of leverage, these kinds of funds can move quickly. Always do your homework.| Ticker | Name | 1 Week Return || --- | --- | --- || ([BOIL] B) | ProShares Ultra Bloomberg Natural Gas | 72.35% || ([GDXU] B) | MicroSectors Gold Miners 3X Leveraged ETN | 34.11% || ([AGQ] A-) | ProS ...

Core Insights - Advanced Micro Devices (AMD) is expected to report fourth-quarter 2025 results on February 3, with projected revenues of $9.6 billion, indicating a year-over-year growth of 25% and a sequential growth of approximately 4% [1][10] - The Zacks Consensus Estimate for AMD's fourth-quarter revenues stands at $9.67 billion, reflecting a year-over-year growth of 26.2%, while earnings per share are estimated at $1.33, showing a 22% increase year-over-year [2] Revenue and Earnings Estimates - AMD's fourth-quarter guidance suggests strong double-digit growth in the Data Center and Client and Gaming segments, with a return to growth in the Embedded segment [8] - The Data Center segment is expected to see double-digit growth driven by strong demand for EPYC processors and MI350 Series GPUs, while the Client and Gaming segment anticipates an increase in client revenues but a decline in gaming revenues [8][9] Competitive Landscape - AMD faces significant competition from NVIDIA and Intel, with NVIDIA benefiting from its newer GPU platforms and Intel making strategic moves to strengthen its position in the AI sector [12] - Despite competition, AMD's stock has surged 112.6% over the past year, outperforming the Zacks Computer and Technology sector but lagging behind the Computer–Integrated Systems industry [13] Valuation Metrics - AMD's current valuation is considered stretched, with a forward 12-month price/sales ratio of 7.03X, compared to the industry's 4.2X and Intel's 4.05X [16] Strategic Developments - AMD's strategy focuses on "AI Everywhere, for Everyone," with significant advancements in its AI portfolio, including the Helios rack-scale platform and new processor lineups [19][20] - The company anticipates the data center total addressable market to reach $1 trillion by 2030, with a projected CAGR of over 40% from approximately $200 billion in 2025 [22] Conclusion - AMD's expanding portfolio and strong partner base are expected to enhance its revenue growth, supported by robust demand for its EPYC chips and Instinct accelerators, making the stock an attractive investment opportunity [23]

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It appears that timing of my previous neutral AMD ( AMD ) thesis was quite good as the share price remained at approximately the same level since November while the S&P 500 IndexComing from an IT background, I have dived into the U.S. stock market seven years ago by managing portfolio of my family. Starting managing real money has been challenging for the first time, but long hours of mastering fundamental analysis of public companies paid off and now I feel very confident in my investment decisions. My han ...

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Wall Street analysts expect Advanced Micro Devices (AMD) to post quarterly earnings of $1.33 per share in its upcoming report, which indicates a year-over-year increase of 22%. Revenues are expected to be $9.67 billion, up 26.2% from the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 0.9% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Before a company announ ...

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” fourth-quarter 2025 investor letter. A copy of the same can be downloaded here. U.S. equity markets experienced a quarter supported by optimism around potential monetary easing and caution related to economic growth and valuations. Early gains were driven by strong AI-related earnings and the US Federal Reserve’s rate cut in October, which improved expectations for financial conditions. However, market sentiment cooled l ...