There’s a New AI Catalyst — And It’s Shaking Up the Sector
Rotation and short-covering within the AI sector is holding up the market.
Walmart Tumbles While Investors’ Attention Is Laser-Focused on Tech
Is this a market of stocks or a market of tech stocks? People have stopped paying attention to anything but tech.
Unusual Action Warns That Institutions Are Reducing Exposure
There was an odd brew of strength and weakness on Monday.
From Music Studio to Portfolio: The 3 Steps That Make Returns Sing
Great music and great investing are both arts. Here’s what investors can learn from music producers.
This Market Looks Like It Was Built on a House of Cards
As I look out to the housing market in Miami and beyond to the AI trade, I’m feeling a bit of déjà vu.
AI Trade Sees Remarkable Rotation as Market Concerns Grow
I’m buying two promising biotech names as the market grows more nervous.
Energy Costs Will Be ‘Higher for Longer’ With Iran Resolution in Doubt
The “quick” return to “normal” is a myth. Even if there’s resolution soon, the damage will impact affordability.
Explosive Ceasefire, Nvidia Shows ‘Spark’, Dimon Eyes Exuberance
U.S. and Iran trade fire over the weekend, Nvidia unveils a new super chip, and Jamie Dimon says exuberance ain’t so bad …
4 Critical Catalysts Are Lining Up to Hit the Market
As AI drives the market to new highs, several issues could deliver a rush for the exits.
