1. Data Center revenue reached $3.5 billion in Q3 2024, growing 122% year-over-year, driven by AI demand; 2. Ryzen processors increased Client segment revenue to $1.9 billion, a 29% year-over-year increase, enhancing AMD's profitability; 3. Data Center operating income surged 240% to $1.041 billion, reflecting strong margins and high-demand products like EPYC CPUs.

1. Cassava Sciences' stock is heavily shorted, with potential rewards tied to the upcoming Phase 3 trial results for simufilam. 2. The bull thesis hinges on simufilam outperforming current treatments or showing efficacy in specific subgroups. 3. Mixed trial results could still offer a path forward, but the stock's unpredictable nature and meme-stock characteristics add to the investment risk.

1. Freddie Mac, a GSE providing mortgage financing to the American real estate market, saw its shares surge 39% after Trump's re-election due to speculation on potential privatization. 2. The company's profitability suggests its equity could be valuable, fueling interest in a privatization plan. 3. Despite the potential upside, investors are advised to speculate with money they can afford to lose due to uncertainties and competition from informed institutional investors.

1. Google's Q3 earnings exceeded EPS by $0.27 and revenue by $2.05B. YouTube revenue exceeded $50B; Cloud grew 35% YoY. The stock is upgraded to Strong Buy with an expectation of 385% EV growth in 10 years. 2. Despite the threat from AI rivals like ChatGPT and the lagging Gemini, Google must enhance its AI capabilities. 3. The diversification and investments in AI and YouTube support the Strong Buy rating.

1. British American Tobacco showcased promising new innovations in all three NGP categories; 2. The two-piece Glo Hilo device may improve consumer experience and compete with IQOS; 3. The nicotine industry is growing, and BTI should be able to increase profits despite a low valuation.

1. Super Micro Computer faces significant uncertainties with recent strong earnings and attractive valuation, but concerns over auditor resignation; 2. Advised against bottom fishing despite recent valuation contraction; 3. Suggests considering options to manage risks and minimize capital exposure.

1. The author emphasizes the importance of focusing on the safety of dividends over yield; 2. He discusses the temptation to chase high-yielding stocks and the value of protecting principal; 3. The article mentions iREIT®+HOYA Capital as a resource for in-depth research and analysis on REITs and related investments.

1. Pfizer has exceeded analyst estimates on both top and bottom lines and raised its full-year guidance. 2. Investors have not responded positively to the earnings news due to the significant portion of growth being driven by Covid-19 related products or non-recurring items. 3. Based on a single stage dividend discount model and traditional price multiples, PFE appears undervalued, suggesting the current price level could be attractive for initiating a position.

1. Salesforce's Q2 FY2025 report shows a transformation and strategic urgency, especially in AI and efficiency; 2. CRM's non-GAAP operating income increased 15.5% to $3.14 billion, and its non-GAAP operating margin increased 210 basis points to 33.7%; 3. Salesforce's strategic moves, including acquisitions and product development, indicate its readiness to compete with rivals; 4. CRM's fair value today is $337.80/share, suggesting a potential growth opportunity of about 16%; 5. The analyst maintains a 'Buy' rating on CRM.

1. This article provides a weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers, including companies that have changed their dividends, upcoming ex-dividend dates, and upcoming pay dates. 2. It highlights the limitations of the monthly Dividend Champions list and introduces the Dividend Kings marketplace service for more in-depth analysis. 3. The author, Justin Law, is a contributor to The Dividend Kings and has a background in chemistry and finance.

➀ Elon Musk's companies, Tesla and xAI, are investing heavily in AI training hardware; ➁ $10 billion worth of training compute capacity is expected to be online by the end of 2024; ➂ Investments in AI hardware are crucial for staying competitive in the AI industry.

1. The Federal Reserve's recent rate cut and projected future cuts signal a positive shift for the REITs sector. 2. The JOLTS Report missed expectations, with job openings falling and layoffs rising, suggesting potential for more rate cuts. 3. REITs benefit from lower borrowing costs and attractive dividend yields, driving investor demand and share prices. 4. Five top Quant-rated REITs with strong factor grades and dividend scores could benefit from the current environment. 5. Seeking Alpha's Quant REIT ratings evaluate REITs using specialized metrics reflecting unique characteristics of property investments.

1. ASML is currently undervalued due to a weaker 2025 outlook and is a Strong Buy for medium-term value investors comfortable with semiconductor industry cycles. 2. Despite reduced sentiment from a downward revision in sales forecasts and geopolitical risks, ASML's growth prospects remain robust due to its EUV technology monopoly. 3. ASML's valuation metrics, including an EV-to-sales ratio 19% below its five-year average, indicate significant upside potential, with an expected enterprise value increase of 30% in 12 months.

1. The U.S. Treasury market is losing customers due to its reliance on issuing more debt to pay existing debt, making it unsustainable. 2. Inflation erodes the purchasing power of U.S. Treasury bonds, causing investors to lose money in real terms. 3. Traditional buyers are decreasing their demand for U.S. Treasury bonds, while alternative assets like gold are gaining popularity as a hedge.

1. Enel has achieved a 99% return in 2 years through capital appreciation, yield, and strategic asset sales; 2. Despite a lower yield and limited upside, Enel remains a 'Buy' due to strong fundamentals and a conservative investment strategy; 3. Risks include regulatory challenges in Italy and Spain, but ENLAY's disposal plan and improved financial metrics support continued growth and dividend safety.

1. ASML's recent price dip has sparked debate among investors; 2. The author believes ASML is a buy at $500 due to its unique position as a monopoly in a lucrative niche within semiconductor manufacturing; 3. The author acknowledges the unpredictability of ASML's earnings due to its involvement in U.S.-China politics, suggesting a price that assumes a 25-30% loss in China revenue.

➀ The West Midlands Growth Company has launched a campaign to transform perceptions of the region on a global scale; ➁ The campaign focuses on selected markets and includes a regional trade mission to India; ➂ The campaign aims to attract investment and create high-value jobs in the region.

➀ Alphabet and outside investors have invested another $5.6 billion into Waymo, bringing its total funding to $10.85 billion. Waymo operates Robotaxi services in San Francisco, Phoenix, and LA. ➁ Waymo's self-driving car crash rate is the lowest among competitors, while Tesla and GM Cruise face scrutiny. ➂ Autonomous vehicle crashes in California have been increasing, with a rate of 96.65 crashes per 1,000 vehicles in 2022.

1. Philip Morris International reached a new all-time high after a strong Q3 earnings report, driven by double-digit net revenue growth and raised FY 2024 guidance. 2. The company's non-traditional products, especially IQOS and ZYN, are growing significantly faster than traditional tobacco, boosting overall gross profit growth. 3. PM raised its FY 2024 adjusted earnings guidance, expecting up to a 7.3% year-over-year growth, and the company maintains a strong dividend coverage ratio. 4. The author believes that Philip Morris is likely more than fairly valued and suggests waiting for a drop towards $107 per-share before buying.