Headlines
•Citi raises Intel and AMD price targets — CPU market TAM forecasts increased to 2030, highlighting AI/agentic CPU growth
•Trump says U.S. government's 10% Intel stake and $11.1B deal should have been larger — Intel stock gains discussed
•Kiplinger Letter says almost none of GDP growth came from AI — implications uncomfortable for investors overweight AI
•Prediction: Meta Stock Will Reach $1,000 Per Share By the End of 2026
•Berkshire Hathaway exits UnitedHealth stake — UNH slips premarket
•Hims & Hers announces $300M convertible debt offering — HIMS dips
•Bill Ackman Explained Why He Just Bought Microsoft. But There Are Even More Reasons to Buy This "Magnificent Seven" Stalwart