melph

AMD stock is surging on strong AI-driven earnings with guidance beating expectations. Key risk could be rising competition especially Nvidia/Intel, and potential slowdown in PC/gaming segments later in 2026. 

US Iran talks do not seem to be going anywhere. Too many uncertainties, will be cautious while taking advantage of opportunities 

Higher interest rates not only increase debt refinancing costs for retail businesses but also broadly compress equity market valuations, creating a scenario where reducing exposure to consumer-dependent sectors is defensive strategy. 

U.S. earnings this week, led by Big Tech, may drive short-term volatility. Strong results could support equities and reinforce growth optimism, while disappointments may trigger pullbacks, especially given elevated valuations and sensitivity to guidance on margins, demand, and interest rates.

Investors are prioritizing strong corporate fundamentals and AI-driven growth over short-term geopolitical noise. Think the conflict will remain contained.

S&P, Nasdaq notch 7-day winning streak on ceasefire hopes. The rally is not sustainable, we are due for a pullback as there are too many uncertainties 