Advanced Micro Devices, Inc. (NASDAQ:AMD) reported better-than-expected quarterly results on Tuesday in what CEO Lisa Su called "an outstanding start to 2025." Analysts are weighing in on the report.

Microsoft Corp.’s new financial disclosures include changes to the way it reports Azure metrics. The company said the change was to better align Azure with consumption revenue and by inference, more ...

S&P 500 long positioning has hit new records for the fourth consecutive week, Citi strategists say. They say that bullish sentiment has widened the gap between US and European market positioning. The ...

Roku's unattractive market position can be detrimental to its future, as evident in its declining growth rate. The rise of other forms of digital video consumption that use different devices threatens ...

Aptiv PLC, despite its strong market position and solid profitability, shows stagnation with negative revenue growth and a concerning decline in ROE growth. The company's valuation appears cheap, but ...

Since 2010, less than 10% of the time has the market traded at a 4% premium or more to our valuations. The macrodynamic tailwinds that supported 2024 are fading. With the market trading at the high ...

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Companies that knew who they were before AI are gaining leverage. Companies that never did are feeling suddenly invisible. AI ...

TSMC's foundry models allow it to manufacture specialized chips that tech companies design themselves. TSMC has a virtual monopoly on artificial intelligence (AI) chip manufacturing. A dominant market ...