on 23-Mar-2026 23 March 2026 Global Semiconductors and Semiconductor Capital Equipment Global Semiconductors and Semicap: Do you believe in Elon? David Dai, CFA +852 2918 5704 david.dai@bernsteinsg.com Qingyuan Lin, Ph.D. +852 2123 2654 qingyuan.lin@bernsteinsg.com Arpad von Nemes +1 917 344 8461 arpad.vonnemes@bernsteinsg.com Yipin Cai, CFA +852 2123 2669 yipin.cai@bernsteinsg.com Juho Hwang +852 2123 2632 juho.hwang@bernsteinsg.com Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com Mark L ...

Advanced Micro Devices Looks Like a Hot Buy Heading Into Earnings | Investing.com More trouble for gold? Turkey central bank weighs gold reserves to defend lira Iran fears ceasefire talks could be trap targeting top official – WSJ Why gold is falling now — and why Goldman says buy the dip Oil prices jump over 2% amid ongoing Middle East attacks Advanced Micro Devices Looks Like a Hot Buy Heading Into Earnings AMD0.82% With Q1 2026 earnings around the corner, Advanced Micro Devices (NASDAQ: AMD) is back in f ...

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

As the opening bell approaches on Tuesday, March 24, 2026, U.S. stock futures are trending higher, signaling a positive start for Wall Street. Investors are navigating a complex landscape defined by the lingering effects of last week’s Federal Reserve policy meeting and a fresh batch of economic data scheduled for release this morning. Market participants remain focused on whether the current disinflationary trend is sufficient to warrant a more aggressive rate-cutting cycle heading into the second half of ...

In response to investor interest, we have updated our previous circularity mapping for OpenAI ( Exhibit 1 ). We use this ecosystem for illustrative purposes, but similar ecosystems exist across other major AI ecosystem players, public and private. March 22, 2026 09:00 PM GMT Global Valuation, Accounting & Tax | North America AI: Mapping the AI Ecosystem As the compute investment cycle accelerates, and capital remains constrained, new financing solutions are emerging. We update and expand our illustration of ...

In this article, we will discuss Jim Cramer Stock Portfolio: Top 10 Stock Picks.Markets rebounded sharply on Monday after President Donald Trump announced a pause in strikes against Iran and said the US was engaged in talks with Tehran. Just hours earlier, investor sentiment was extremely negative as markets awaited the end of Trump’s 48-hour deadline for Iran to reopen the Strait of Hormuz or face “obliteration” of its power plants.Jim Cramer, during his Friday’s program on CNBC, had told investors that th ...

The faster companies such as AMD try to scale their data-center GPU business , the more they become vulnerable to constrained supply of advanced memory.HBM is becoming one of the most crucial cogs inside modern AI accelerators .Samsung’s apparent strategy is simple, and that is what makes it dangerous for rivals.That valuation helps explain why any change around AMD’s AI supply chain will get Wall Street 's attention at a moment's notice.AMD stock is no stranger to attracting attention. Shares closed at $20 ...

Adeia (NasdaqGS:ADEA) FY Conference March 23, 2026 12:00 PM ET Company ParticipantsPaul Davis - CEOConference Call ParticipantsScott Searle - Managing Director and Senior Research AnalystScott SearleHey, good morning. Thanks for joining us again, for Session number 3 of Fireside Chats on Monday, at the Roth 30th Annual Conference. I'm Scott Searle. I'm the Communications Wireless AIoT Analyst at Roth. What we try to do in our Fireside Chats are highlight companies that are going through undiscovered growth ...

Advanced Micro Devices, Inc. (NASDAQ:AMD) is among the 5 Tech Stocks with Best Earnings Growth in 2026. On March 3, Advanced Micro Devices, Inc. (NASDAQ:AMD) participated in the Morgan Stanley Technology, Media & Telecom Conference 2026, showcasing the company’s strategic focus on both data center and AI markets. Featuring CEO Lisa Su, the discussion outlined strong growth through collaborations and product innovation. Over the next three to five years, Advanced Micro Devices, Inc. (NASDAQ:AMD) anticipat ...

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