22-04-2025
When the world is going crazy it’s helpful to talk to someone sane
22-04-2025
Bernstein says AMD’s AI chips remain uncompetitive. That’s nothing new, but in the PC business, AMD now must cope with a potentially ‘more aggressive’ Intel.
22-04-2025
With two busy tech-heavy earnings weeks ahead, one Mizuho analyst asks how much earnings and forecasts will matter as tariffs remain top-of-mind.
22-04-2025
Amazon and Walmart could be great stocks to weather an economic slowdown — except one is trading at a premium while the other is at a discount.