Oil Tops $100 Per Barrel, Mortgage Rates Hit 14-Month High: 8 Key Items Shaping the Stock Market Wednesday
ECB rate hike prospects, OpenAI expands with Samsung, Apple’s big event and other headlines moving the market this morning.
Is the ‘House’ on Solid Ground?
I saw a bit of myself in Sec. Scott Bessent’s ‘I am the house’ talk, and I didn’t like it. Let’s look a the yen, trade war with Canada, out of control AI.
Data Centers Are Winning Customers While Losing Voters
The AI and data center trade could be impacted by growing political discourse.
Prospective Snowflake Price Target as Shares Pop on Earnings
The AI data cloud firm is enjoying a nice reaction to its earnings report.
Stick With GE Aerospace, Ditch its Counterpart as AI Infrastructure Trade Loses Luster
GE Aerospace offers a predictable business that features a massive backlog.
Broadcom Shares Robust Multi-Year Outlook: 8 Key Items Shaping the Stock Market Thursday
Microsoft resentments, earnings from HPE, Snowflake and Ciena, plus other headlines moving the market this morning.
Dell’s Big AI Boost: 8 Key Items Shaping the Stock Market Wednesday
U.S-Iran fighting escalates, but oil prices dip, ADP’s August jobs figure issues, plus other headlines moving the market this morning.
These Two IPOs Could Decide the Fate of the Market Rally
So much is now riding on the success of Anthropic and OpenAI going public. That’s making me nervous.
Why I’m Buying Hewlett Packard Ahead of Earnings
Breadth is at 33% gainers, with new lows running better than two-to-one on Monday.
As the Headlines Heat Up, I’m Focused on This Bond Fund and Energy
Summer is ending but the chaotic news flow won’t quit, so here’s my take on current events and how to trade them.