Strategy Faces ‘Dilution Drag’ as TD Cowen Raises Bitcoin Forecast to $109,000

Tesla Faces Potential Regulatory Headwinds in Texas Following Election Results

Tesla's data center operations in Texas face potential regulatory scrutiny following the election of Gina Hinojosa as governor.

AMD CEO Lisa Su Calls This Market Moment ‘Short-Sighted’ on AI Spending

AMD CEO Lisa Su dismissed AI spending fears, calling markets short-sighted and reaffirming long-term demand despite the chip sector’s selloff.

Bitcoin, ETH Don't Need Need a Catalyst, Coinbase Exec Says: ‘It’s Happening’

Bitcoin and Ethereum need no new catalyst, Coinbase says, as daily institutional moves accelerate crypto adoption.

TD Cowen Maintains Buy on Circle Internet Group, Lowers Price Target to $87

Advanced Micro Devices vs. Taiwan Semiconductor Manufacturing: The AI Sell-Off Is Exposing a Critical Difference Investors Shouldn't Ignore for 2027

Following the recent semiconductor sell-off, the article compares AMD and TSMC as AI investment opportunities for 2027. While AMD competes directly in the AI chip market with strong growth (34% revenue increase), TSMC benefits from manufacturing chips for multiple industry leaders with superior profitability (45.1% margin). TSMC is recommended as the better buy due to its lower valuation (23.8x forward P/E vs AMD's 63.0x), stronger financial position, and broader exposure to the AI industry without dependence on a single chip designer.

Nvidia Stock Is Now Cheaper Than a Toilet-Paper Company, Data Shows

Nvidia's forward P/E fell to 15.2x, below Kimberly-Clark's 15.5x. The AI chipmaker now trades cheaper than 22 of 33 consumer staples stocks.