Something unusual is happening with AMD stock, and it is the kind of thing that does not come along often. Shares of Advanced Micro Devices are up 7.4% Thursday alone — hitting a recent $277 — and have now climbed for 12 straight sessions, rising 41% over that span. That would be AMD longest winning streak since 2005, according to Dow Jones Market Data.What is driving it? Wall Street is rediscovering a part of AMD business that got overshadowed by the AI chip wars: server CPUs. AMD EPYC processors have been quietly eating into Intel data center market share for years. But now, as AI infrastruc...

Here's a plot twist nobody saw coming: AI is literally running out of room on Earth. Data centers are power hogs—absolute energy vampires. They need land, they need water for cooling, and they need electricity that most grids can barely keep up with. Meanwhile, AI companies are racing to build more centers faster than infrastructure can handle. It's like trying to fit a Tesla Supercharger into a 1970s electrical panel. Something's gotta give. Enter: space. This isn't sci-fi anymore. Orbital data centers are actually launching. Companies are putting servers in satellites orbiting Earth, whe...

The S&P 500 just hit 7,000 for the first time ever, and Wall Street is acting like the war is over. Spoiler alert: it's not. But hey, who needs facts when you've got momentum, right? Here's the vibe: Stocks are rallying hard, investors are dusting off their champagne, and everyone's collectively decided to ignore the elephant in the room—or rather, the oil tanker stuck in the Strait of Hormuz. Ed Yardeni from Yardeni Research summed it up perfectly: "As far as the stock market is concerned, the war is over until further notice." Translation: We're pretending everything's fine, and we'll deal ...

The bond market has a message for investors, and it’s not subtle: interest rates are heading lower. U.S. Treasury real yields — the spread between nominal rates and inflation — are currently sitting at their highest levels since the 2008 global financial crisis. Historically, that kind of reading has reliably preceded lower nominal rates, often quickly. The pattern isn’t a guarantee, but it’s one of the more consistent signals in fixed-income history.The setup makes intuitive sense. The Iran conflict has injected massive uncertainty into energy markets and the broader economy. Now that a cease...

Everyone’s worried that AI chatbots will kill Google Search. That hasn’t happened. In fact, Q4 Search usage hit its highest level ever, and AI Mode queries are running 3x longer than traditional searches — meaning people aren’t abandoning Google, they’re going deeper into it. Meanwhile, Google’s Cloud division grew 48% year-over-year and ended the quarter with a $240 billion backlog. That’s not a company losing to AI — that’s a company being turbocharged by it.Then there’s the chip angle, which almost nobody is talking about. Google has been quietly building out its own Tensor Processing Units...

When the market gets volatile, somebody’s making money — and right now, that somebody is Bank of America. The banking giant just reported first-quarter earnings that came in well above Wall Street expectations, powered by a 30% surge in equities trading revenue to record levels. Shares jumped toward a two-month high on the news.The driver? Volatility. The ongoing Iran conflict sent traders scrambling, and BofA’s sales and trading desk cashed in. Equities revenue hit record territory in Q1 — a reminder that market chaos isn’t all bad news if you’re sitting on the right side of the trade desk. O...

The bulls have been running wild for three years straight, and honestly, it's been a pretty wild ride. The S&P 500 wrapped up 2025 up about 18%, following back-to-back 24% and 23% years. That's the kind of streak that makes investors either feel like geniuses or terrified they're about to get humbled—sometimes both simultaneously. Here's the thing: valuations are absolutely bonkers right now. The Shiller P/E ratio is sitting near all-time highs at 40.59, and the Nasdaq 100 is trading at around 34 times earnings. That's historically expensive territory. But before you panic-sell everything, Wa...

The S&P 500 just hit 7,000 for the first time ever, and Wall Street's acting like the war is over. Spoiler alert: it's not. But hey, who needs facts when you've got hope, right?Here's the vibe: Investors are collectively deciding that the Iran situation is yesterday's news. Ed Yardeni, president of Yardeni Research, basically said "the war is over until further notice"—which is a hilariously honest way of saying "we're choosing to ignore it." The market's up, champagne's flowing, and everyone's pretending the Strait of Hormuz isn't still a complete mess.But Craig Johnson from Piper Sandler is ...

The AI bull market just hit the reset button, and if you've been sitting on cash waiting for the right moment, congratulations—it's showtime. Here's the thing about investing: timing is everything, but so is picking the right dance partners. Right now, two stocks are catching the eye of seasoned investors who know where the real money flows in a tech boom. First up: KLA Corp (KLAC). Think of KLA as the unsung hero of the AI revolution. While everyone's obsessing over the flashy AI companies making headlines, KLA is quietly doing the heavy lifting—manufacturing the tools that actually build A...

Every transformative infrastructure wave in history has had a moment when the binding constraint disappeared. In the early 1900s, it was the power grid that freed factories from building their own generators. Right now, AI is hitting its own version of that wall — and the solution being built is not on the ground. It is in orbit. The core problem is straightforward: AI data centers require land, power, and water in massive quantities, and all three are becoming acutely scarce. Bloomberg estimates that nearly half of all planned AI data center projects in the United States will be delayed this...