| Sunday, December 7th 2025 |
AMD Is Positioning Itself for the Next Leg of AI Spending |
For much of the AI boom, Advanced Micro Devices has played the role of the talented understudy, high potential, often overlooked, and inevitably compared to Nvidia's runaway success. Over two years, AMD's stock has surged more than 3x, yet Nvidia has soared over 12x. The gap speaks less to AMD's capabilities and more to how dramatically AI data center spending favored Nvidia early on. Get the full details here |
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Nvidia Just Proved the AI Boom Isn't Slowing |
For months, skeptics have suggested that AI spending was leveling out. Nvidia's numbers told a very different story. The company reported $57 billion in revenue, a 62.5% jump over the prior year and a 22% increase from the previous quarter. Profitability soared alongside it, with adjusted EPS climbing 60% and margins reaching an impressive 73.4%. Get the full details here |
Europe Turns Up the Heat on Google, Again |
Alphabet shares slipped early Thursday after regulators in Brussels unveiled yet another inquiry into Google's business practices. The stock was down Friday, and the reason isn't exactly mysterious because Europe is once again questioning whether the world's most influential search engine is playing fair. At the center of the latest dispute is the European Union's Digital Markets Act, a sweeping law designed to curb the power of "gatekeeper" tech platforms. Get the full details here |
Is Micron the Smartest Way to Ride the AI Chip Boom? |
Micron Technology has been one of the biggest winners of 2025 so far. The stock has rocketed by almost 3x year to date, as investors wake up to the fact that memory chips, once seen as boring, cyclical commodities, are now an indispensable backbone of the AI revolution. The chipmaker's DRAM and NAND memory chips are quietly powering the world's largest data centers, from Microsoft's Azure clusters to Google's AI training servers. Get the full details here |
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