The Story of the Market Is Access to Capital, Not Its Cost
Anthropic needs Broadcom guarantees to obtain massive loans.
Anthropic needs Broadcom guarantees to obtain massive loans.
I’ve mentioned the equal-weight S&P as an important indicator before. But now, I’m watching the Russell 2000 because it might have even better guidance for traders and investors.
Let’s dig in following an up day on Wall Street to see what’s happened and what to expect.
Chips and the mega caps bounced, but breadth was weak and new lows stayed high.
This new inflection point might just be the pin that finally pops the AI bubble.
These areas could define much of what happens next with the economy and the markets.
With the Fed, Microsoft, Alphabet and Amazon on deck, the AI-related spending debate comes to a head.
The Nasdaq’s chart looks familiar. And that’s not necessarily a good thing. Here’s what it says.
Alphabet, Microsoft and Amazon report alongside an FOMC decision and a packed week of economic data.
When the market is beating you down — like right now — you can’t freeze or act in desperation. Instead, do this.