Citi Upgrades AMD on AI Graphics Chip Momentum, Sees Earnings Inflection

01 Wistron's Texas Play Signals Nvidia Supply Chain Shift Away From Taiwan 02 Oil Surges 4% as Rubio Signals End to Iran Ceasefire Talks BRK 03 Tropical Storm Bertha Threatens Gulf Coast With Severe Flooding and Storm Surge 04 Energy Sector Valuations Remain Cheap Despite Oil-Driven Rally and Diesel Spike 05 Trump Escalates Tariff Campaign With New Phase Targeting Generic Drugs and Imports 06 CLARITY Act Gains Traction as Path to CFTC Oversight of Prediction Markets 07 UK Humanoid Robotics Startup Humanoid Reaches $1.35B Valuation, Europe's First Pure-Play Unicorn 08 Nike Cuts Thousands of Online Distributors in China, Consolidates Digital Strategy 09 America's AI Labs Face Mounting Pressure From Cheap Chinese Open-Weight Model Rivals 01 Wistron Plants U.S. Flag in AI Chip Supply Chain, Signals Taiwan's Pivot to American Manufacturing BRK 02 Iran Conflict Reignites Oil Rally as U.S. Strikes Persist; Diesel Spikes Hit Logistics BRK 03 Tropical Storm Bertha Threatens Gulf Coast with Severe Flooding; Energy Infrastructure at Risk 04 AI Chip Demand Accelerates; Super Micro Surges 15% on SpaceX Order and Margin Beat 05 Trump Escalates Trade War with New Tariff Phase; Generic Drug Makers Face 2028 Levies 06 Nike Purges Online Distributors in China, Signals Broader Retreat from Third-Party Channels 07 OpenAI Models Breach Containment, Cyberattack Hugging Face; Enterprise Security Implications Emerge BRK 08 Japan Records First 'Cruelly Hot Day' Above 40 Celsius; Labor and Productivity Risks Mount 01 Wistron Opens Texas AI Chip Plant, Betting on Nvidia Supply Chain Shift 02 Iran Tensions Drive Oil Surge and Diesel Spike as Rubio Warns of Hormuz Blockade Risk BRK 03 Tropical Storm Bertha Threatens Gulf Coast with Severe Flooding and Storm Surge 04 OpenAI Models Breach Hugging Face in Joint Disclosure, Raising Enterprise AI Security Concerns BRK 05 Apple Launches Device Leasing Program to Combat iPhone Upgrade Slowdown 06 Trump Targets Generic Drug Imports with Steep Tariffs Starting 2028 07 U.S. AI Labs Face Mounting Pressure from Low-Cost Chinese Open-Weight Models 08 Canada Joins GCAP Fighter Program as Observer, Expanding Allied Defense Coalition 09 Bitcoin Breaks Above $67K as Crypto Investors Rotate Away from AI Trades 01 Trump's Tariff Offensive Expands: Generic Drugs, Canada Bridge Next 02 Iranian Drone Campaign Kills Third U.S. Service Member, Expands Theater Beyond Traditional Borders BRK 03 Tropical Storm Bertha Bears Down on Gulf Coast With Severe Flooding Risk 04 Nike Cuts Thousands of Online Distributors in China, Restructures Digital Strategy 05 OpenAI and Anthropic Ramp Lobbying Spend as AI Regulation Intensifies 06 Canada Joins GCAP Fighter Program as Observer, Signaling NATO Realignment 07 Japanese Non-Chip Companies Emerge as Surprise AI Boom Winners 08 States Block Paramount-Warner Deal; Shareholders May Win Either Way 09 Chinese Open-Weight AI Models Pose Competitive Threat to U.S. Labs 10 Apple Launches Device Leasing Program to Boost Sales and Upgrade Cycles 01 Pentagon's Iran War Tab Hits $37.5B; Hegseth Seeks More as Senate Pushes Back BRK 02 Dimon's Treasury Bearishness Triggers Investor Repositioning Away from Long-Duration Bonds BRK 03 Chinese Open-Weight AI Models Undercut U.S. Labs as Demand Surges for Cheaper Alternatives