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Arete Wealth Advisors LLC

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AI rally lifts AMD, Broadcom; Intel gains, IBM falls

33 clusters · 161 sources · last updated

Latest: Intel forecasts profit in 2025‑26 as AI revenue jumps 59%

The AI‑driven market surge that began in late June 2026 kept AMD buoyant, with its market capitalisation near €780 billion (≈$844 billion). EPYC‑based servers outperformed legacy models and Ryzen AI laptops from Acer, LG

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Palantir AI growth, earnings outlook, valuation dip

35 clusters · 89 sources · last updated

Latest: Palantir CEO Alex Karp warns AI firms as “wildly unlikable” and defends Anthropic chief

Palantir’s AI‑driven contract expansion kept the company in focus through mid‑July 2026. A July 5 partnership with Nvidia sparked double‑digit share gains, but the stock slipped 1.5% to $132.38 on July 14 as analysts div

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