Stocks Just Had Their Worst Week in a Year. The Companies? Still Fine.

A tree grows from ruined rubble with a red downward arrow striking the left side and a rising green stock chart on the right, symbolizing rebound.

Weekly Market & ValueAligned Portfolio Review — trading week of June 1–5, 2026 The short version The S&P 500 — a list of 500 of the biggest U.S. companies — fell 2.6% last week. Tech stocks fell harder, down 5.6%. Almost all the selling hit the biggest tech and AI names. The average stock barely […]

How AMD Made $120 Billion in AI Deals — Explained in Plain English

Headline banner reading '$120 BILLION PIVOT, EXPLAINED' in bold white with orange accents; three bullet points about Bold Move, Big Impact, Built for Tomorrow; AMD MI-450 processor displayed in a glass stand in a futuristic data center.

What this post is about AMD makes computer chips. Two years ago, most people knew them for the chips inside gaming PCs and regular business computers. In the last 12 months, they signed deals worth more than $120 billion to make AI chips for the world’s largest AI companies. This post explains what changed, why […]

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