AMD Is Up 231% in a Year — Here’s Why Smart Money Is Quietly Trimming
Advanced Micro Devices has been one of the great investing success stories of this AI era. The stock closed at $552.33 on July 22, 2026, giving it a market cap of nearly $901 billion after surging 231.77% over the past 52 weeks. But some of the savviest investors who bought AMD at its lows are now quietly reducing their positions — and their reasoning offers a valuable lesson for retail investors about when to stay, when to trim, and what ...
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Fed Rate Hike Odds Hit 82% as Oil Surges to $100 a Barrel
The Federal Reserve may be done cutting rates — and Wall Street is starting to price in the opposite. Fed funds futures now show an 82% probability that the central bank raises interest rates at its September meeting, a stunning reversal from just one week ago when those odds sat below 53%. The catalyst: Brent crude oil crossed $100 a barrel on Thursday for the first time since late May, driven by escalating military conflict between the U.S. and Iran ...
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JPMorgan’s Buzzkill Report: Why the Stock Market’s Second Half Could Be a Snooze (Or Worse)
Remember when the first half of 2026 felt like a financial roller coaster? Buckle up—JPMorgan just dropped a report suggesting the second half might be even bumpier, and spoiler alert: it's not the fun kind of bumpy. The bank's strategists basically said, "Yeah, about those stock gains you've been enjoying... don't get too comfortable." The S&P 500 is up 9% year-to-date, which sounds great until you realize JPMorgan thinks returns for the rest of 2026 will be "more modest." Translation: the ...
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BlackRock’s Bond Chief Says Real Rates Are the Best They’ve Been in 20 Years — Here’s How to Invest
Bond investors have endured one of the most volatile stretches in decades, but BlackRock’s Rick Rieder says the worst is behind us — and that right now is one of the best moments in 20 years to be earning income from fixed income. Rieder, BlackRock’s chief investment officer for global fixed income and manager of the iShares Flexible Income Active ETF (BINC), told CNBC on Thursday that investors are entering a new interest rate regime under Federal Reserve Chair Kevin ...
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Biotech Is Up 80% in 12 Months — and Investors Say the Rally Has More Room to Run
Biotech has staged one of the most dramatic comebacks in the market this year, and veteran fund managers say the rally is far from over. The State Street SPDR S&P Biotech ETF (XBI) has surged nearly 80% over the past 12 months, while the iShares Biotechnology ETF (IBB) is up more than 40%. For comparison, the S&P 500 is up about 19% over the same period. The sector is being driven by a powerful combination: a wave of expiring pharmaceutical ...
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Alphabet and Tesla Beat Revenue Estimates But AI Spending Tanks Their Stocks
Two of Wall Street’s biggest names — Alphabet and Tesla — delivered earnings beats this week, then watched their stocks fall anyway. The reason: both companies are spending at a pace that’s alarming even the most bullish analysts, and investors are starting to ask whether Big Tech’s AI investment will ever fully pay off. Alphabet reported Q2 revenue of $119.8 billion, beating the $116.9 billion consensus by a wide margin. Google Cloud had its best quarter ever, with revenue surging ...
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Taiwan Semi: The Boring AI Stock That’s Actually Printing Money
Look, everyone's obsessed with the flashy AI companies—the ones making headlines and burning through cash like it's going out of style. But if you want to actually make money in this AI boom, you need to think about who's *making the chips* that power all these fancy AI models. Enter Taiwan Semiconductor Manufacturing Company (TSM), the unglamorous hero of the AI revolution. Here's the thing: TSM is basically the factory that builds chips for everyone who matters. Nvidia, Apple, AMD, Intel, ...
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Why JPMorgan Just Blew Up the ‘Cloud-Only’ AI Playbook
Here's the thing about the AI infrastructure story everyone's been telling: it had a neat, tidy ending. All the enterprise AI workloads would eventually migrate to the cloud—AWS, Azure, Google Cloud, Oracle, take your pick. Pay per token, let someone else sweat the hardware, done. JPMorgan Chase just threw a wrench in that narrative. This week, SambaNova Systems (an AI chip company Intel apparently tried to buy for $1.6 billion less than a year ago) raised $1 billion at an ...
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