Good evening, you're tuned into Markets Desk.
In the semiconductor space, AMD's Lisa Su continues to stand as one of the most consequential executives in tech. Since taking the helm in two thousand fourteen, Su transformed a struggling chipmaker into a near trillion-dollar force by betting early and hard on artificial intelligence and data centers, a wager the market has rewarded generously through her substantial equity stake.
Shifting to Washington, the Trump administration's artificial intelligence task force, the Super Intelligence Force, convened its first meeting this week, directing the President's Council of Advisors on Science and Technology to produce a formal report assessing the dangers of AI. It signals that even the administration's pro-innovation posture carries a floor of caution when the technology operates at this scale.
And on the analyst desk, Macquarie initiated coverage of FTAI Aviation with an outperform rating, picking up the stock after it closed at one hundred sixty-eight dollars and fifty-six cents. The initiation adds institutional weight to a name that has drawn increasing attention in the aviation leasing and maintenance space, suggesting Macquarie sees runway from current levels.
That's the tape. Markets Desk, signing off the floor.
