Bad News for Google and Tesla Is Good News for Chips and Data Centers
Higher capex guidance is punishing hyperscalers while their suppliers celebrate.
Good Reports From Google, Texas Instruments Not Attracting Buyers
The news is hitting and there is some knee-jerk selling.
How I Stalk Fast Trades in Speculative Small-Caps
Oil is flying, but AI optimism is building. Here are three thinly traded names and how I trade them.
Super Micro Sends Positive Signal as Investors Await Google, Tesla and IBM
The SMCI reaction is a taste of what lies ahead, but tonight is the real test.
Google, Tesla Face Increasing Risk After Market Bounce
Some energetic bounces are raising the stakes for significant earnings set for the near future.
There Are 2 Ways to Trade Earnings Reports. Only One Is a Real Strategy.
Most investors treat earnings reactions like a bet at the casino. Here’s the smarter approach.
Hope Boosts the Market, But High Stakes Earnings Create Risky Dynamic
The semiconductors are seeing their best bounce since the correction began. Here’s how I’m playing things.
Market in No Rush to Buy Dips Ahead of Big Tech Earnings
The action quickly turned dreary as there has been no rush into stocks despite sharp pullbacks.
Don’t Let the Poor Market Get You Down: I See Plenty of Good Charts
A classic Monday morning bull trap has snapped, and selling pressure is ramping up again.
The Big Question as an Important Earnings Week Arrives
Tech leaders face a key test, but has the ‘equation’ been reset? Plus, two China headlines to know about and my game plan for the week.