Quick Read AMAT turned a $1,000 investment into nearly $19,000 over 10 years, a 1,792% return driven by AI chip demand pushing fiscal Q3 revenue to a record $9.1B. AMAT crushed the S&P 500 at every time horizon, but a 2021 buyer waited four years before AI demand delivered most gains in a single year.

Quick Read Ray Dalio warns of an AI bubble while Bridgewater holds NVDA as its largest individual stock; revenue surged 106% to $96 billion last quarter. AMD’s 224x P/E and 11% operating margin can’t compete with NVDA’s 60%; Broadcom’s 86% growth still trails NVDA while carrying significant debt risks. Vera Rubin’s $40 billion per gigawatt

Many market strategists have expressed concern about tech and artificial intelligence (AI) stocks, believing many of them are either overvalued or overearning amid an AI supercycle that may not be sustainable. But investors who have owned large tech and AI stocks have likely done well in recent years. The Invesco QQQ Trust, which tracks the

One of the biggest trends that stock market investors are watching right now is something that might seem unrelated to stocks: bond prices and bond yields. The bond market is going through interesting times. Maybe not in a “good” way. In the past few months, global bond yields have surged. The widely watched yield on

Quick Read Wells Fargo kept its $300 Overweight target on TTWO but trimmed near-term estimates on weak basketball unit assumptions, sending shares down 5%. Roblox and GameStop barely moved midday, confirming the TTWO selloff is company-specific rather than a broader gaming sector reaction. GTA VI pre-orders are live with a November 19 launch, making weakness

Quick Read Cerebras (CBRS) has crashed 53% from its first-day close, falling below its $185 IPO price, while 11 analysts still target ~99% upside. NVIDIA (NVDA) and AMD gained 22% and 177% year to date while Cerebras collapsed, pointing to company-specific risk rather than sector weakness. OpenAI chose NVIDIA for GPT-6.1 Sol’s fastest mode, directly

Bitmine’s Tom Lee Warns Of Ethereum Selloff Tom Lee, chairman of Bitmine Immersion Technologies (NYSE: $BMNR), is warning of a selloff in Ethereum (CRYPTO: $ETH) as South Korea’s stock market crash reverberates around the world. South Korea’s benchmark KOSPI index plunged more than 6% on Oct. 13 as stocks tied to the artificial intelligence (A.I.)