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Omor Ibne Ehsan

AMD Will Be a $1 Trillion Company Faster Than You Think

AMD’s conviction case is strengthening with every data point. Hyperscaler capex, server CPU share gains, and AI accelerator traction all reinforce the bull thesis on AMD (NASDAQ:AMD | AMD Price Prediction) heading into 2026.…

Omor Ibne Ehsan · 5 months ago

Why Gold Won’t Save You in a Real Crisis (But Stocks Will)

On a recent episode of The Investing for Beginners Podcast, co-host Andrew Sather offered a contrarian take on a piece of conventional wisdom that resurfaces every time markets wobble. Gold gets sold as a…

Omor Ibne Ehsan · 5 months ago

Amazon vs. Microsoft and the Great AI Capex Divergence

Wednesday night’s Fast Money panel on CNBC turned into a referendum on what an AI hyperscaler is supposed to look like in 2026. Amazon (NASDAQ:AMZN | AMZN Price Prediction) and Microsoft (NASDAQ:MSFT) reported on…

Omor Ibne Ehsan · 5 months ago

Why Paying Off Your Mortgage Could Cost You More Than Investing

On a recent NerdWallet Smart Money Podcast segment, the host worked through a scenario any retirement-minded homeowner has considered. Take a $1,000 mortgage payment. Throw it at principal and you save interest. Invest that…

Omor Ibne Ehsan · 5 months ago

Hyperscalers Hit $700 Billion in 2026 AI Spending Plans

On the latest Reuters Morning Bid podcast segment Powell era ends, hawks rise, the host flagged a milestone that sums up the entire 2026 market story: “the total spend now for 2026 from these…

Omor Ibne Ehsan · 5 months ago