AMD is pushing hard into the chips that power modern AI, pitching itself as a strong-value alternative to Nvidia as big customers look for options. The big question is whether its next wave of products lands smoothly—or whether a stumble lets Nvidia pull further ahead and the stock cools off.Read more

Catalyst UiPath is built fully around AI, and it sits right between the first and second stages of the AI boom. The first stage focused on building the hardware that makes AI possible.Read more

Reasons that favour Mastercard over Visa Diversified, non-card revenue growth: increasing value-added services (data/analytics, security, gateway) enhance revenue per transaction and reduce pure-volume dependence. International mix and growth runway: large exposure to faster-growing regions and cross-border flows gives higher long-term volume growth potential.Read more

At the core of Visa's strength is its vast and resilient global payments network. This network connects millions of merchants with thousands of financial institutions and their cardholders, creating a powerful moat that deters competition.Read more