More optimism to kick off the session... AMD predicting accelerating sales growth driven by strong data center demand.
Matt Miller
President Trump prepares to host a dinner with Wall Street executive heavyweights including Jamie Dimon, David Solomon, and Larry Fink.
Dani Burger
Economic warning signs emerge as more Americans fall behind on car payments than ever before; growing anxiety about jobs.
Matt Miller
Caroline Hyde
AMD CEO Lisa Su forecasts revenue growth of at least 35% over the next three years driven by strong AI data center demand.
Michael Ball
Goldman Sachs strategists expect U.S. equities to continue lagging global peers over the next decade. Emerging markets, Asia and Japan look strong.
People love to make predictions; last year it did happen but will it last?
Dani Burger
Michael Ball
Structural reforms, contained inflation, and better growth dynamics should boost earnings and margins. U.S. companies benefit from earnings exceptionalism and smart capital allocation compared to emerging markets.
So not just about valuations but AI driving productivity especially in emerging markets.
Matt Miller
Michael Ball
Emerging markets leveraging open source AI advancements might require less energy and infrastructure, giving productivity advantages over developed economies.