AMD Lost 12% on Intel’s PC Warning. Its Real Business Isn’t PCs.
Friday’s selloff punished AMD for Intel’s PC warning. Tuesday’s earnings will show whether Instinct AI can outrun the damage.
Category: Politics
Intel Beat Every Q3 Target. Then Its PC Business and a Factory Blast Hit the Stock.
A data center surge of 78% couldn’t offset a $1.6B guide gap and a $600M hit tied to a deadly Israel plant blast.
Prologis Has 5.8 GW in Pipeline. Digital Realty Runs 3.1 GW.
Prologis is building what Digital Realty already operates, and that gap keeps the deal logic alive.
HSBC’s $0.10 Dividend Lands 24 Hours Before a Tax That Could Hit Rivals Harder
HSBC’s global income mix may blunt Healey’s bank surcharge more than Lloyds or NatWest.
Apple Sold Out the iPhone Duo Fast. November 2 Is the Test.
The foldable launch drew huge demand, but next week’s earnings will exclude Duo sales.
Caterpillar Has Fallen 36% From Its High. Thursday’s Report Could Close That Gap.
With a $72 billion backlog and generator sales up 72%, CAT may be the cheapest entry point into the AI power buildout before earnings reset the price.
Oracle’s Real Debt Problem Is Off the Balance Sheet
The $129 billion in bonds is visible. The $248 billion in future data-center leases is not, and that distinction is where the actual risk lives.
American Airlines Is the Cleanest Short in a Sector Under Siege
Four U.S. carriers have cut 2026 guidance on fuel. With Brent at $113 and no hedges, airlines are where energy profits go to die.
Boeing’s 737 MAX 10 Is Certified. 1,555 Orders Can Finally Ship.
FAA approval Tuesday turns parked jets into cash, with first deliveries targeted for 2027 and a backlog that is more than 30% of MAX orders.
Silence Therapeutics Got 130% Over Market. Now Institutions Are Pricing the Next RNA Bid.
Merck KGaA’s $1.3 billion all-cash deal arrived days after Beijing moved to curb foreign takeovers of Chinese siRNA platforms.