新闻和分析

Folks, Google dreams with all our hopes for further rise are flourishing again! Even though it's autumn outside the window... And there's a reason. This search engine and cloud data giant, well known to everyone here, there and everywhere, just formed a "round saucer", also called "round bottom" pattern, on its share price charts, a familiar sight even to simple traders, who are non-experts in equity markets. The pattern is a strong but rather rare phenomenon to appear on daily charts. It usually signifies that the price is about to attract a large crowd of new buyers and those who are eager to increase their stake in the same asset which they already own. Both large funds and many ordinary people will try their best to find free money to cram more Google into their investment portfolios. And if the price of one Google share is $250 today, then in a couple of months - or, you may say, by Christmas time - it will likely reach the next tactical target between $275 and $285. And by next spring, perhaps we can see even $300 per share. After all, we started with $200 at the end of August and reached $255 just three weeks later, by the last ten days of September. Just think about it: one can get a 10% to 20% more return on invested capital in a very short period, for just a small stake in a super-reliable business, which is currently valued by the market at no less than $3 trillion. And if one trades Google through platforms that offer financial leverage 5:1, then one's investment could easily grow by 1.5-2 times using the same size of price action! Well, even Bitcoin doesn't offer such returns right at the moment. Not to mention that, on its triumphant climbing to the sky, Bitcoin is also fluctuating wildly, sometimes up and sometimes down, sometimes doing sideways corrections for so many days, keeping crypto investors awake at night, weekdays and weekends alike. It's much easier to keep track of stock investments in megacaps, and you save much of your neurons for your better health.

However, this "round saucer" signal is visible to everyone on Google charts, so people will act immediately. The movement could significantly pick up momentum even today or maybe tomorrow. Google share could add $3-5 more soon. To avoid missing the opportunity, maybe we should Google it now?

This Monday alone, the stock gained 2% on Nasdaq, which is quite a lot for such a tech behemoth. And there was a fresh piece of news behind the move: before the weekend, it was re-confirmed that Google would build a massive $4 billion cloud data center in Arkansas. On a thousand acres of American land, creating hundreds of jobs with the support of Governor Sarah Huckabee Sanders and the approval of Trump's cabinet, of course, Google will get another stable source of income for itself and its shareholders, in addition to the money flow from numerous Google advertisers who pay for ad impressions and users' clicks whenever ordinary guy or girl simply search for something on the internet again.

As I detailed in my previous two articles in early September, Google share rise is being mostly accelerated by closer ties with ChatGPT maker Open AI, also its own Gemini neural network assistant, and then a federal court ruling that definitively overturned a potential threat of dividing Google into parts like Google Chrome separate business, Android separate business etc, something that antitrust regulators persistently talked about within four years of Biden's sitting in the White House.

For those who meticulously count the numbers, Google's total revenue for the last quarter alone was approximately $96.5 billion. That's nearly $12 billion more than one year ago and $22 billion more than it was in the same season in 2023. Looking at quarterly earnings per share, you can see how this key metric has doubled from $1.44 to $2.81 in less than two years: from July 2023 to April 2025. Google knows how to multiply their money. So, can we do the same using Google skills?

Cisco Systems (CSCO) has gained 32% since its April lows, rising to $68.69. Most of the advance occurred in May and June, followed by a period of consolidation. From a technical perspective, the rally appears ready to resume at any moment. Prices have consistently held above the midpoint of the ascending channel for the past 15 weeks, without a single break below it. This sustained strength suggests that another upward move is the more probable scenario. I plan to buy in the $68–70 range, targeting $79–81, just below the major resistance area, with a stop-loss placed at $58.

Das ist fantastisch! They were only away a matter of minutes, perhaps no more than a quarter of an hour since this news began spreading around the wires, but AMD capitalization already soared by 36%. ChatGPT creators, OpenAI, want AMD chips for its ever-growing AI projects and even get an option to buy up to roughly 10% of AMD at the same time (160 million shares of AMD for 1 cent each over the course of this great deal). AMD stock, which was lagging from the AI industry's mainstream for so many months, immediately skyrocketed from nearly $165 at last week close to well above $225 at Monday pre-market. It's their highest level since very short-lived historical peaks in March 2024. Do you remember, when this asset was trading below $100 for a short time, I always told you that everything would be fine with AMD over time? But even I could not have imagined such a meteoric rise.

So, I am going to fix the major profit in my long-running AMD stake. I have a good reason to host some banquet function with champagne and delicious food today in the evening. Although AMD might soon cost $250, I don't care what happens next. They've already covered all realistic and unrealistic price targets in this upside step. I'll consider another cheaper AMD purchase later if the opportunity arises, or maybe even an expensive one, but after the market gets used to the higher price range for AMD stock.

Here's the whole point. A multi-year deal with OpenAI is supposed to bring "tens of billions of dollars" in AMD's annual revenue. OpenAI needs even more computing power in this limitless AI developing race, so that it now acquires a part of the second largest in the world GPU chips manufacturer after Nvidia. Thus, Open AI will get hundreds of thousands GPUs, equivalent to 6 gigawatts, while also giving a very strong vote of confidence to AMD shareholders. "We view this deal as certainly transformative, not just for AMD, but for the dynamics of the industry," AMD executive vice president Forrest "no-Gump" Norrod said. Because of the ripple effect, AMD expects to receive more than $100 billion of new income over next 4 years from OpenAI and other customers. The deal with AMD will help OpenAI build enough AI infrastructure to meet its needs, OpenAI CEO Sam Altman said. OpenAI would build a 1-gigawatt facility based on its forthcoming MI450 series of chips beginning next year, and it would begin to recognize revenue then.

Long before the OpenAI-AMD deal, Nvidia announced an investment of up to $100 billion in OpenAI that included a plan to supply at least 10 gigawatts worth of Nvidia systems. The plan included OpenAI deploying a gigawatt of Nvidia’s next-generation Vera Rubin chips in late 2026. But Altman shared his expectations of reaching as much as 250 gigawatts of computing in total by 2033. So, AMD is definitely not a kind of exclusive partner for Open AI, the deal doesn't change any of OpenAI’s ongoing computing plans, including its close partnership with Microsoft. But AMD is clearly not going to stay away from the AI progress, which many in the market were afraid of.

Ethereum (ETH) is gaining 1.8% to $4,568 on Monday, outpacing Bitcoin (BTC), which is up 1.0% to $123,835. The crypto market has resumed its upward trend, supported by growing political uncertainty in the United States and expectations that a weakening labour market could prompt further interest rate cuts by the Federal Reserve.

Bitcoin has set a new all-time high at $125,799, while Ethereum reached $4,621. The leading altcoin has broken through resistance at $4,500, opening the way toward the key $5,000 level. With momentum building, ETH now has a strong opportunity to surpass its previous record high of $4,955.