The most dangerous assumption heading into AMD earnings tonight is that a beat means the stock goes up. The record says otherwise: Advanced Micro Devices has topped EPS estimates in 10 of its past 12 quarters, yet the shares closed lower the day after each of its last four reports, per Ainvest’s earnings-history review. AMD
Reddit (RDDT) just produced the widest post-earnings split on Wall Street this season: within two trading days of the stock’s worst drop since its IPO, Wells Fargo cut its target to $143 — below the market — while Truist raised its own to a Street-high $275, per GuruFocus’ tally of the analyst moves. The same
The most revealing detail of the first joint US-Japan yen-buying operation since 1998 is not the size — it is the funding. The US Treasury bought yen by selling euros, not dollars, per Yahoo Finance’s account of the operation — an intervention engineered to strengthen the yen without Washington technically selling its own currency. That
Binance Coin cryptocurrency can be expected to fall further to the next support level 560.00 (which has been reversing the price from the start of July – stopping earlier waves a, b and ii). Binance Coin recently reversed from resistance zone Likely to fall to support level 560.00 Binance Coin cryptocurrency recently reversed down from
BoJ held rates as geopolitical tensions, AI-driven inflation, and currency interventions fueled global market volatility. Bank of Japan Maintains Interest Rates Amid Economic Growth and Currency Intervention The Bank of Japan (BoJ) kept its key short-term interest rate steady at 1.00% following its July policy meeting. While leaving rates unchanged, the central bank revised its
The “gold crashed” headlines and the “gold is holding up” headlines are both describing the same chart, and the confusion is the opportunity. Gold has fallen 28% from its January 29 intraday record of $5,595.47 — the steepest quarterly decline in 13 years — yet it still trades near $4,050, roughly 25% higher than a
The fastest fortune in hedge fund history did not die of a bad thesis — it died of leverage. Leopold Aschenbrenner’s Situational Awareness LP ran roughly $225 million into as much as $45 billion in under two years, printed a 439% net return through June 2026, and then lost control of all of it in
The market just repriced IREN twice for the same event, and only one of the reprices was about IREN. The stock closed July 30 at $38.26 — down 50% from its November high of $76.41 — after printing $29.31 on July 29, the day Leopold Aschenbrenner’s Situational Awareness fund was margin-called out of its entire
The best-performing stock in the S&P 500 just fell 37% in a month, and the reason was not in its order book — it was in someone else’s margin account. SanDisk (SNDK) closed July 30 at $1,280, down from a June 25 record of $2,335, after printing $1,016 on July 29 — the day Leopold
CoreWeave spent July absorbing two different catastrophes, and the market has not yet separated them. The first was fundamental: on July 17, Meta announced Meta Compute — the biggest AI capex spender turning compute vendor — and struck directly at the GPU-cloud business model. The second was mechanical: CoreWeave was a $697 million position in