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Williams tells Full Signal why sentiment is awful but fundamentals are strong, and where he sees value.
Nov 4, 2026
Visser tells Full Signal why AI is driving rates, what Microsoft's buyouts mean for labor, and where he sees upside.
AMD reported record data center sales of $8.5 billion Tuesday, nearly double a year earlier, as demand for its AI chips and server processors grew.
AMD shares have more than doubled this year through Tuesday's close, far ahead of Nvidia's 10.8% gain and the S&P 500's 10.5% rise.
AMD's data center sales nearly doubled in a record quarter.
Apple spent about $9.0 billion on capex over the last four quarters, 1.8% of revenue, while Meta spent 43.2% of its sales.
Nov 3, 2026
Apple is up 24.4% this year, more than double the 10.1% gain in the S&P 500, while 3 of the Magnificent Seven are down.
Apple is spending a sliver of what its peers pour into AI.
Oracle stock fell as much as 9% after the company filed to sell $10 billion of new shares and $10 billion of bonds as it spends heavily on data centers.
Nov 2, 2026
Tech fell 8.2% and communication services fell 9.9% in October, while energy jumped 13.8% to lead the 9 sector ETFs that rose.
The S&P 500 closed October at 7,580.07, just 1 penny above its May 29 close, after a June low and a record high in early October.
The S&P 500 sits one penny ahead of its May 29 close.
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