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A Benzinga–Unusual Whales analysis finds a recurring overlap between stocks in Trump's accounts and companies he has praised, regulated or positioned for federal business.
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AMD stock has surged 147% in 2026, driven by strong demand for AI data center chips. The article projects that a $5,000 investment could grow to nearly $12,700 by 2032, based on expected 48% earnings CAGR. AMD's growth is supported by dominance in AI accelerators, expanding PC market share, and upcoming gaming console contracts.
AMD stock jumped 3.6% on Monday after TD Cowen analyst Joshua Buchalter reiterated a buy rating with a $675 price target. The analyst cited growing adoption of agentic AI and production inference workloads, where AMD's CPUs are better suited than GPUs. AMD recently doubled its total addressable market estimate to $220 billion and predicted CPU sales for AI data centers will rise 70% in 2027. While the stock trades at a high P/E ratio of 156x, its price-to-free cash flow ratio of 102x and PEG ratio of 1.7 suggest it may be cheaper than it appears.
Advanced Micro Devices traded higher on Monday as semiconductor stocks rebounded from an eight-day losing streak.
Despite concerns about AI infrastructure sustainability, semiconductor stocks present buying opportunities as cloud computing companies show strong demand for AI chips. Five stocks are recommended: Nvidia (dominant in AI GPUs), Broadcom (custom AI chips), AMD (inference and agentic AI), Cerebras Systems (high-risk/high-reward inference chips), and TSMC (foundry leader).
-Reuters Citing Sources
BAE Systems unveiled MDACS and HPM technologies at AUSA 2026 to enhance U.S. Army missile and drone defense capabilities. MDACS is a precision-guided artillery system for aerial and ground targets, while HPM uses directed energy to defeat drone swarms with 99% commercial components. The global missiles and missile defense market is projected to grow at 5.58% CAGR through 2031, benefiting major defense contractors.