Stock market today: Dow closes above 48,000 for first time, Nasdaq slips with government shutdown vote on deck

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• AMD forecasts 60% jump in data center revenue as market hits $1 trillion

  80% confidence

• AMD is well-positioned to eventually gain double-digit market share in data centers

  80% confidence

• We're already in a rate-cutting cycle, and through that cycle we are delivering sustained growth

  80% confidence

• Quantum advantage gives you a better outcome than any other possible way that humans have come up with doing it on a classical computer

  80% confidence

• Both the Consumer Price Index and jobs report for October will likely never be released

  80% confidence

• Global oil and gas demand is likely to continue to grow through 2050, with oil demand rising to 105 million bpd in 2035 and 113 million bpd in 2050

  80% confidence

• We're seeing one-sided, rapid currency moves of late. It can't be denied that the negative aspects of the weak yen are becoming clearer. The government is watching for any excessive and disorderly moves with a high sense of urgency

  80% confidence

• By any meaningful metric whatsoever, from an adoption point of view, we're way in the lead. Frankly, most of our other competitors — if you really dig in, there's some like massive gaps on their roadmaps

  80% confidence

• IEA is modeling a glut of more than 4 million bpd in 2026 as OPEC+ has spent past six months increasing production

  80% confidence

• Economic data will be permanently damaged and upcoming releases will be permanently impaired, leaving policymakers at the Fed flying blind at a critical period

  80% confidence

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