Artificial Intelligence

November 2, 2025, 12:46 PM EST. Bold thesis: AMD could overtake Broadcom by the end of 2030 and reach a trillion-dollar market cap, up from about $420B today while Broadcom trades near $1.76T. The case rests on AMD gaining traction in data-center GPUs (with lower prices vs. Nvidia), upcoming launches like the MI400X, and a growing AI-infra footprint, including a deal to deploy six gigawatts of AMD chips with OpenAI by 2030. The piece notes AMD's CPU/GPU wins, embedded processors, and applications in autonomous vehicles as potential catalysts. Still, it acknowledges this is a bold call, and execution and broader markets could derail it, but the author argues AI demand and AMD's momentum could power outsized gains over the next five to ten years.

November 2, 2025, 12:20 PM EST. Is Hanesbrands (HBI) still undervalued after recent volatility? The stock has swung this year, with a rally over the past quarter but a negative one-year total return, reflecting shifting investor confidence in the turnaround. The narrative pegs a fair value around $6.47-close to the last close-highlighting a divided view on upside. On the multiple front, Hanesbrands trades at a P/E of 13.8, below the industry average and the implied fair ratio, suggesting potential mispricing or tempered earnings expectations. Key drivers include sustained brand reinvestment, premiumization, and cost-reduction efforts, but ongoing softness in the U.S. core and execution risks remain. The stock may still lure value seekers if growth and margins materialize.

November 2, 2025, 12:16 PM EST. Determining the single best AI stock is tough, but the author argues that the future is driven by the AI computing footprint, where hardware makers have the most leverage. The piece pins TSMC (Taiwan Semiconductor Manufacturing) as the standout play, given its role as the world's largest independent foundry and its broad client base-NVIDIA, AMD, Broadcom, Apple. As AI accelerates, TSMC could become essential to virtually every chip design, making it a must-own in the AI arms race. The article also highlights power efficiency gains from the new 2nm node, which can deliver 25%-30% lower power at similar speeds, addressing a key AI bottleneck.

November 2, 2025, 12:10 PM EST. Susquehanna raised its price objective for First Solar (FSLR) from $273 to $285, signaling about 6.8% upside from the latest levels. The move adds to a generally bullish slate: Glj Research restates a Buy with $214.06 target; Goldman Sachs and Wolfe Research also toe the bullish line with $316 and $247 targets, while Guggenheim lifts to $287 and remains Buy. Weiss Ratings keeps a Hold. MarketBeat's consensus is Moderate Buy with an average target of $261.23. At the open, FSLR traded near $266.94; the stock's 52-week range is $116.56-$269.67. Key metrics include market cap $28.63B, P/E 22.83, ROE 15.57%, and EPS of $4.24 last quarter versus $4.32 expected. FY25 guide: $14-$15 EPS; insider sold 686 shares at $182.03.

November 2, 2025, 12:08 PM EST. Markets may overreact to a quantum risk even as researchers say the immediate threat to Bitcoin is a decade away. New post-quantum standards aim to harden systems before Q-Day, but governance and slow upgrades raise the odds of a panic-driven selloff before any math fails. The piece argues that fear can move markets faster than code, citing a recent flash crash and a record crypto wipeout after tariff threats. Voices like Yoon Auh warn that a single alarming headline could trigger rapid withdrawals. Technically, a large enough quantum computer could run Shor's algorithm to break ECC, but the timing remains debated.