Big-Tech’s PerformanceWeekly Macro Highlights: Escalation Between Iran and Israel, Powell vs. Trump War of Words, Stablecoin TurmoilThe escalation in the Middle East was one of the main drivers of market volatility this week. Israel’s strike on key Iranian facilities could lead to further increases in oil prices, fueling inflation expectations and exerting pressure on U.S. equities—particularly those in energy-sensitive sectors. While the upward trend in oil prices slightly eased this week, geopolitical uncertainty remains a key market risk for the foreseeable future.On the other hand, despite solid economic data, the Fed unsurprisingly refrained from cutting interest rates and reiterated concerns over tariffs and their potential inflationary effects. Trump again lambasted Powell as “stupi

As the demand for artificial intelligence (AI) and high-performance computing continues to surge, Advanced Micro Devices (AMD) is emerging as a standout leader in the semiconductor industry. As of June 18, 2025, with the stock trading at $127.00 and showing a modest gain of 0.48%, AMD presents a compelling case for investors. A deep dive into its fundamentals, technical indicators, and recent developments reveals a robust foundation for a bullish outlook. This article explores why AMD deserves a prominent place in your investment portfolio this year. Fundamentals: A Growth Engine Fueled by AI and Innovation AMD’s financial performance in the first quarter of 2025 has set a high bar, with revenue reaching $7.4 billion—a remarkable 36% year-over-year increase that exceeded market expectation

The semiconductor sector is experiencing a robust rebound in 2025, with $Advanced Micro Devices(AMD)$, $Micron Technology(MU)$, and $Marvell Technology(MRVL)$ leading the charge. Marvell’s stock surged 7% on June 18, 2025, following an investor day update that expanded its AI custom compute total addressable market (TAM) to $94 billion by 2028, up 25% from $75 billion. AMD and Micron have also posted impressive gains, with Micron spiking over 20% and AMD up 9% in recent weeks, driven by AI-driven demand. As $NVIDIA(NVDA)$ continues to dominate the AI chip market, investors are asking: Is this rally different from past surge

$Micron Technology(MU)$ Q3 report blew past expectations—a really notable development. The company posted adjusted EPS of $1.91, easily beating estimates of $1.60, and revenue surged 37% year-over-year to $9.3 billion, topping forecasts of $8.86 billion. That level of upside made me pause—it’s rare to see such strong demand in memory chips, and Micron is clearly riding the wave. What caught my eye most was Micron’s Q4 guidance—$2.50 EPS on $10.7 billion revenue, well above Wall Street’s $2.03 and $9.9 billion estimates. That forward-looking confidence indicates persistent demand, primarily in AI-heavy data centers, thanks to their new HBM4 high-bandwidth memory products. In my view, Micron is no longer just a commodity memory maker—it’s gaining mome

😀Hi Tigers,We invite you to take a closer look at the possible winners by EPS in the Q1 earnings season.In this post, we have highlighted the top 10 stocks by market capitalization with an estimated higher EPS ahead of their earnings in the period from June 23 to June 27.1. Why EPS Matters?Earnings per share(EPS), refers to the income per share brought to investors/shareholders in the open market.EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability.Investors like companies with high profitability, and the market always rewards those earnings results that beat the estimates. Hope the following content helps you learn more about good companies.2. Weekly List of Stocks with Estim