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Kosovo Government Formation Stalls After Election Produces Hung Parliament

Political stability is important for governance, economic development, and regional dynamics, and prolonged deadlock can complicate efforts to address pressing issues. While Kurti’s party secured the most votes, the absence of a majority means coalition negotiations and political maneuvering will determine the path forward. …

Nitish Kishor | 10 June 2026

Intel Is Down 2% After Surging 12% Yesterday on Foundry Rumours - Here's the Honest Assessment of Whether the Re-Rating Is Real

Following a notable 12% stock surge, Intel Corporation (NASDAQ: INTC) experienced a 2% dip as investors weighed the implications of recent foundry partnership rumors with tech giants Google and NVIDIA. The trading session marked a significant shift in sentiment, with a staggering 149.62 million …

Nitish Kishor | 10 June 2026

Apple Dropped 3.6% After WWDC - Here's Why Bank of America Still Sees the Stock Going Higher Despite the Siri Disappointment

The recent decline in Apple's stock following its Worldwide Developers Conference (WWDC) highlights the market's sensitivity to product expectations. After the unveiling of Apple Intelligence 2.0, investors anticipated significant enhancements to Siri's capabilities. However, the improvements fell short of these lofty expectations, prompting a …

Nitish Kishor | 10 June 2026

China Trade Surge: Exports Jump 19.4% on AI and Semiconductor Demand

The robust export growth offers a window into the forces driving the global economy, where the appetite for AI and advanced technology products is fueling strong demand for the hardware that supports them. For China, a major manufacturer and exporter of technology goods, this …

Nitish Kishor | 10 June 2026

Amazon Is Barely Moving at 29x Earnings Growing 36% - Here's Why AMZN Is the Most Overlooked AI Value in the Magnificent 7

com Inc. (NASDAQ: AMZN) is a curious anomaly. With a price-to-earnings ratio of 29.18 and an astonishing earnings per share (EPS) growth rate of 36.48%, the tech giant's stock remains relatively stagnant, down 0.4% as of recent trading. This contrasts sharply with its peers …

Nitish Kishor | 10 June 2026

AMD Is Down 3% at 156x Earnings While Growing EPS 123% - Here's Why the Compute Inversion Makes This Dip Worth Investigating

At a P/E ratio of 156.06x, Advanced Micro Devices, Inc. (NASDAQ: AMD) commands a hefty premium in the semiconductor sector. This valuation might seem excessive at first glance, especially given the recent 3% drop amid broader market fluctuations. However, the high multiple can be …

Nitish Kishor | 10 June 2026

Tesla Dropped 3% With EPS Down 40% at 362x Earnings - Here's the Only Thesis That Justifies Owning TSLA at $1.49 Trillion

Tesla Inc. (NASDAQ: TSLA) continues to attract attention for its extraordinary valuation metrics, particularly a price-to-earnings (P/E) ratio soaring at 362.40x. This figure, combined with a significant 40% drop in earnings per share (EPS), raises questions about the sustainability of such high valuations. The …

Nitish Kishor | 10 June 2026

SanDisk Is the $1,646 Stock at 57x Earnings With a Buy Rating - Here's Why the AI NAND Supercycle Makes This the Most Misunderstood Storage Stock

At first glance, SanDisk's stock price of $1,646.54, coupled with a P/E ratio of 57.24, raises eyebrows. Traditional valuation metrics would classify this as overvalued. However, the context of the AI-driven supercycle alters this perspective.

Nitish Kishor | 10 June 2026

Qualcomm Dropped 5.7% on ByteDance Custom Chip News - Here's What This Means for QCOM's AI PC and Smartphone Strategy

The recent announcement by ByteDance to transition from Qualcomm's merchant chips to its custom-designed ASICs has sent shockwaves through the semiconductor market. This decision, representing a procurement shift estimated at $1-2 billion annually, underscores a pivotal moment for Qualcomm (NASDAQ: QCOM), which has relied …

Nitish Kishor | 10 June 2026

NVIDIA Is the $5 Trillion Company Still Growing EPS at 110% - Here's the Specific Data That Justifies Every Dollar of That Valuation

NVIDIA Corporation (NASDAQ: NVDA) has emerged as a juggernaut in the tech industry, achieving an unprecedented market valuation of $5 trillion. The company’s earnings per share (EPS) growth has reached an extraordinary 110.33% on a trailing twelve-month (TTM) basis, reflecting a compounding rate that …

Nitish Kishor | 10 June 2026
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