Glass Lake Wealth Management recently released its third-quarter 2026 investor letter. The letter can be downloaded here. Markets advanced in the third quarter, with the S&P 500 (SPY) advancing another 2.4%, bringing its year-to-date return to 12.7% despite rising Treasury yields, with technology, communication services, energy, and mega-cap stocks outperforming. The Iran War pushed Brent crude near $100 and diesel prices sharply higher, increasing inflation risks. The 10-year Treasury yield...
How the Rise of Agentic AI Is Scaling Inference Requirements for Advanced Micro Devices (AMD)?
