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AMD Heads Into 2026 as a Credible AI Rival, With Big Deals and Bigger Execution Tests Ahead

Investors now focus on AMD’s ability to deliver MI450 accelerators with Helios rack-scale systems in late 2026.

Marvell Faces Split Calls as Citi Flags CES Catalyst and Moody’s Moves Credit Rating to Baa3

Analysts Split on PayPal as Morgan Stanley Downgrades and Mizuho Stays Bullish

Buffett Hands Berkshire CEO Role to Greg Abel as Record Cash Pile Puts Strategy in Spotlight

Palantir’s 2025 AI Boom Sets a High Bar for 2026

Investors Weigh Tech-Heavy VGT Against Low-Cost S&P 500 ETFs for 2026

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Alphabet’s 2025 Rally Builds as Gemini Adoption and Throughput Accelerate

Coca-Cola Pitched as a Defensive Buy as Valuations Run Hot

Vistra Repositions for Data‑Center Demand as Shares Slip Below $170

Nvidia Strikes $20 Billion Groq Deal as AI Demand Keeps Outrunning Supply

Rivian Rally Extends on AI Pitch as Cramer Urges Taking Some Profits

Wedbush Trims MercadoLibre Price Target to $2,700, Reaffirms Outperform

Palantir Extends Year-End Rally as Retail Buying Surges, Capping a Roughly 157% 2025 Gain

Robinhood’s 2025 Surge Meets Higher EPS Calls as Q4 Volumes Jump

Trump Reopens China AI Chip Sales, Lifting AMD’s 2026 Prospects

Buffett Issues Final Valuation Warning as Berkshire Handover to Greg Abel Nears

Mid-Cap ETFs Draw Fresh 2026 Calls as Diversifiers With Potential Upside

Funding Setback Tests Oracle’s AI Push as TikTok JV Reports Lift Shares

Analysts Back Salesforce’s AI Push as Agentforce Adoption Accelerates

Hycroft Slides After Two-Day Spike to 52-Week Highs on Record Metals and Vortex Drill Results