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Oracle (ORCL) and Advanced Micro Devices (AMD) Sign Deal for 50,000 AI Chips

The artificial-intelligence ("AI") arms race just notched another "circular" dealmaking milestone... Software giant Oracle (ORCL) is partnering with chipmaker Advanced Micro Devices (AMD) to develop cloud-computing services with AMD's graphics processing unit ("GPU") chips. These are AMD's latest model of AI chips. And they're the first that can be assembled into a server-rack design that […]

By Steven Longenecker

October 14, 2025

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Image for Homebuilder Stocks in Focus: What Trump’s Housing Push Means for Investors

Homebuilder Stocks in Focus: What Trump’s Housing Push Means for Investors

The President of the United States is weighing in on the homebuilding industry. From a Truth Social Post on October 5: Source: Truth Social/@realDonaldTrump In 2024, then-candidate Trump promised to lower housing costs by slashing regulation to incentivize new homebuilding. And he was responding to a real problem – homeownership is simply unaffordable for most […]

October 13, 2025

Azure vs. AWS vs. Google Cloud: Who's Winning the Cloud & AI War in 2025?

Microsoft Azure, AWS, and Google Cloud are battling for AI dominance. Here's who's gaining market share and what it means for cloud stock investors.

October 10, 2025

How Trump’s AI Infrastructure Strategy Could Reshape the Investment Landscape

Ramping up American AI infrastructure is a top priority of the Trump White House 2.0. The administration’s “America’s AI Action Plan,” rolled out in July, seeks to strengthen the U.S. as the global leader in AI through a blueprint that focuses on: Leveraging private-sector partnerships with the federal government U.S. reshoring of AI infrastructure, with […]

October 7, 2025

OpenAI’s 10% Stake Sends AMD Stock Soaring in the AI Chip Race

OpenAI just took a 10% stake in AMD and agreed to buy billions in AI chips. Here's what this deal means for investors as the AI chip race heats up.

October 6, 2025

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Novo Nordisk (NVO) Leads Alzheimer’s Prevention Race, But Eli Lilly (LLY) Could Win the Market

Alzheimer's disease is common, fatal, and scary. It robs you of your mind. More than 7 million Americans suffer from this disease, with another 500,000 being diagnosed every year. Mostly, this disease affects the senior set, with one notable exception: about 4% of people with European heritage have a genetic flaw that plays out in […]

October 6, 2025

Tokenized Securities Could Unlock $10 Trillion in Investments

Nasdaq’s latest move could change how we invest forever. Learn how tokenized stocks work and why this shift could open new opportunities.

October 6, 2025

Universal Music Group (UMG)'s Coming U.S. Listing Is the Top Way for Investors to Profit From Music Superstar Taylor Swift's Latest Album

It may have been a late night for the "Swifties" in your life... Music superstar Taylor Swift's newest album, The Life of a Showgirl, was released at midnight. And her fans were out in force, whether refreshing Spotify (SPOT), lining up at Target (TGT), or simply waiting anxiously for their pre-ordered vinyl to arrive from […]

October 3, 2025

Steven Longenecker

How Does TrumpRx Impact Pfizer Stock's Future?

Pharma giant Pfizer (PFE) cut a deal with President Donald Trump to dodge tariffs – and it may reshape drug pricing forever. I'm talking about TrumpRx. And no, this isn't another of Trump's flashy branding efforts like Trump Steaks or Trump Sneakers. This is a real plan to sell medication directly to American consumers. And […]

October 3, 2025

Rising Medical Premiums: What It Means for Health Care Stocks in 2025

Rising insurance premiums are shaking up health care. Learn which stocks could be resilient and how to position your portfolio for these market shifts.

October 1, 2025

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