Peace Eludes, Rate-Cut Shot Fades, Semiconductors Slide, But Jobs Shine
Let’s check the ceasefire talks as fighting breaks out, the semis under pressure, jobs data … and see what’s ahead this week.
Let’s check the ceasefire talks as fighting breaks out, the semis under pressure, jobs data … and see what’s ahead this week.
We locked in big gains, raised a few price targets, and extended our lead over the S&P 500 this week.
Renewed Gulf hostilities, new Trump tariffs, Bessent testifies and other headlines are moving stocks this morning.
Rolling updates on negotiations with Iran seem to have lost their meaning.
Tech-stock gains have pushed TSMC, Samsung and Hynix into the $1 trillion club, while SoftBank is the largest Tokyo listing by market cap.
What investors need to be mindful of this week and with next week’s 2026 WWDC event
Advanced Micro Devices appears ripe for some bloodletting after a major Nvidia and Microsoft update.
Talks drag on, May Manufacturing PMI data, more memory chip pain, and other headlines are moving stocks this morning.
U.S. and Iran trade fire over the weekend, Nvidia unveils a new super chip, and Jamie Dimon says exuberance ain’t so bad …
The easiest way to underperform the market is to try to predict what the DJIA or the S&P 500 will do next.