Chip Challenger Powers Up 29% YTD Ahead of Key Earnings Test

A semiconductor heavyweight is holding steady after a strong year-to-date run as it gears up for an important earnings report. A major bank topped profit forecasts but showed signs of margin compression. Meanwhile, an activist investor is shaking things up at a battered fintech name with strategic potential. Here's what traders are watching today.

You know how AI is shaking up everything from finance to film?

Well, it’s making serious moves in healthcare too—and this under-the-radar tech company might be onto something huge.

They’ve developed a tool called Vision AI that can detect eye diseases like diabetic retinopathy in seconds.

No bulky equipment. No long wait times. Just fast, web-based diagnostics that could help stop blindness before it starts.

With chronic diseases on the rise and aging populations straining healthcare systems, early detection like this isn’t just nice to have—it’s game-changing.

The company is heading into FDA trials, expanding into Latin America, and already looking at major licensing deals.

If you’ve been looking for the next big thing in healthtech—this might be it.

Get the full story and see why early eyes on this could lead to outsized gains.

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Advanced Micro Devices [NASDAQ: AMD] dipped slightly in premarket trading Wednesday, easing back after a 29% year-to-date rally fueled by investor enthusiasm around AI hardware and data center demand.

While the stock has been one of 2025’s tech leaders, the market is now turning its focus to Q2 earnings as the next major catalyst.

AMD is widely seen as the top contender to challenge Nvidia in the AI accelerator space, especially with its MI300 chips gaining momentum among hyperscalers and government partners.

Recent deal flow has been strong, and the company’s broader product roadmap continues to align with emerging compute workloads. However, its high valuation, with a P/E ratio above 110, means investors are demanding near-flawless execution.

Revenue growth in the data center segment will be the primary focus this quarter, alongside commentary on supply chain capacity, pricing trends, and competitive dynamics.

Analysts are also closely watching for any signs of margin expansion or indications that AI-related sales are translating into stronger bottom-line results.

While the long-term story remains intact, near-term volatility may persist if AMD’s results or guidance fall even slightly short of expectations. The setup heading into earnings is high-stakes, with plenty of upside if the company can outperform, but equally real downside if growth expectations are pushed out.

AMD remains a favorite among institutional tech funds, but in a market where AI optimism is being repriced daily, strong delivery is the only way to stay ahead.

Bank of America [NYSE: BAC] reported better-than-expected earnings for the second quarter of 2025, although softer-than-expected net interest income resulted in overall revenue being slightly below Wall Street estimates.

The report reflects a mixed quarter for one of the nation’s largest banks as it navigates a maturing rate cycle and increasingly cost-sensitive deposit base.

The bank reported earnings per share of $0.89, beating the analyst consensus of $0.86. However, total revenue came in at $26.61 billion, missing the $26.72 billion forecast. Net interest income, the bank’s core profit driver, slowed more than anticipated as elevated deposit costs offset loan yields.

Still, the company benefited from cost controls and steady fee income across wealth management, trading, and credit cards.

Bank of America’s trading division delivered solid results, capitalizing on higher volatility and client repositioning. Equities and fixed income revenue held up well, and credit card performance continued to support non-interest income.

CEO Brian Moynihan acknowledged the pressure on margins but emphasized that credit quality remains strong and consumer spending is healthy.

The earnings call will likely focus on forward guidance for loan growth and margin recovery. Analysts and investors alike will be watching for clues on whether NII compression has peaked and if the bank can reaccelerate topline growth in the back half of the year.

Shares were up about 1.4% in premarket trading as investors weighed the earnings beat against a backdrop of cautious optimism heading into a critical period for the banking sector.

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Global Payments [NYSE: GPN] surged more than 5% in premarket trading after reports confirmed that activist investor Elliott Investment Management has taken a sizable stake in the company.

The news arrives just months after GPN closed its controversial $24.3 billion acquisition of Worldpay, a deal that many shareholders criticized for poor strategic fit and lack of a shareholder vote.

The company, which provides payment technology and services to merchants, banks, and software partners, has struggled to convince the market of its post-merger strategy. Shares are down over 30% year-to-date, and sentiment has been hampered by integration concerns and limited clarity on cost synergies.

While Elliott’s intentions haven’t been disclosed, the firm’s track record of pushing for board refreshes, operational improvements, or spin-offs has generated speculation that GPN could see a more aggressive restructuring path emerge.

What makes the setup more compelling is valuation: GPN currently trades at less than 6x forward earnings, a steep discount to peers. The stock’s underperformance has drawn attention not just from Elliott but also from value-oriented investors seeking a recovery trade in the fintech sector. GPN’s core assets, including a sticky merchant base and recurring fee income, remain attractive.

The real question is whether management will be receptive to shareholder pressure and willing to reset expectations for capital deployment or divestiture.

In a payments sector that is increasingly bifurcating between consolidators and niche specialists, GPN could evolve into a more focused, efficient enterprise if the right changes are made.

Brighthouse Financial provides life insurance and annuity products in the U.S., operating with a lean structure after its 2017 spin-off from MetLife. The stock is down slightly for the year but jumped nearly 10% premarket after news broke that the company is in advanced acquisition talks with Aquarian Holdings.

Reports suggest a full buyout is on the table, with a deal possibly closing within weeks. Investors are responding favorably to the likelihood of a complete sale rather than a piecemeal asset divestiture. The sudden move has also sparked broader speculation around potential insurance sector consolidation, with private equity buyers circling undervalued annuity-rich platforms.

Ramaco Resources focuses on metallurgical coal and is increasingly recognized as a unique domestic source for rare earth elements. The company is fresh off a 30% intraday rally last week and up another 9.4% premarket following the release of a positive economic assessment for its Brook Mine project in Wyoming.

The study showed a pre-tax NPV of $1.2 billion and a 42-year mine life, signaling long-term viability. Combined with momentum in the broader rare earth narrative, driven by government support for domestic supply chains, Ramaco could evolve from a coal story into a breakout name in critical minerals.

Victory Capital is a multi-boutique asset manager with more than $170 billion in AUM. Shares are up over 5% premarket after Barclays raised its price target to $68 ahead of Q2 earnings, noting improving AUM and gross sales momentum.

The company is coming off a record quarter for ETF asset growth, and integration of the Amundi US acquisition has doubled its fixed income footprint. Though net flows were impacted by two large redemptions, analysts are optimistic about margin resilience and ongoing share buybacks.

There’s a small AI company flying way under Wall Street’s radar—but that might not last much longer.

They’ve built Vision AI, a web-based platform that can detect diabetic retinopathy and other serious eye diseases in seconds.

It’s fast, scalable, and fits perfectly into the growing demand for early detection and preventative care.

The stock is still cheap—but the setup is intriguing:

✅ Potential FDA approval on deck
✅ Early traction in Latin America
✅ Global rollout and licensing opportunities on the horizon

As AI rewires entire industries, healthcare is next—and this stock could be an early mover in one of the most critical areas: disease detection.

Click to see why this quiet AI Healthtech play might not stay quiet for long.

That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.

Best Regards,

— Adam Garcia
Elite Trade Club

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