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Market Analysis

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Market Analysis
Why Is Advanced Micro Devices (AMD) Stock Up Today?
Market Analysis

Why Is Advanced Micro Devices (AMD) Stock Up Today?

AMD stock jumped over 5% today as TD Cowen reaffirmed its Buy rating with a $290 price target and strong AI accelerator demand as key growth drivers for 2026.

Tim FriesJan 2, 20263 min read
2026: Another Year of AI Bubble Not Bursting?
Market Analysis

2026: Another Year of AI Bubble Not Bursting?

Although some AI misinvestments are to be expected, the AI boom is likely to continue driving capital across chips, data centers, energy infrastructure and software.

Tim FriesJan 2, 20265 min read