AI Needs Somewhere to Plug In: 7 Stocks That Have the Power
OpenAI, Anthropic and others are searching for power-ready data center sites, creating opportunities for companies helping AI overcome its biggest infrastructure constraint.
Interest Rates Created a Two-Tiered Market. Earnings Will Test It.
Oversold conditions and positive seasonality look promising, but we still need price action to confirm a turn.
Why Fast AI Chips Still Have to Wait
Storage, networking and optical infrastructure may be less glamorous in the world of AI, but these 8 names keep the traffic moving.
Oil Falls, Jobs Miss and Yields Slip: 8 Key Items Shaping the Stock Market Friday
Anthropic’s IPO timing, Boeing averts strike and other headlines moving the market this morning.
What’s Next for Asian Stocks as Year Ends?
There was a sharp turnaround in Asia’s top-performing sector in Q3. Here’s why that’s unlikely to last.
New Micron Price Target After Blowout Earnings Prove Wall Street Wrong
The memory chip design king just posted video game numbers in its latest release.
Micron Delivers Robust Demand Picture: 8 Key Items Shaping the Stock Market Thursday
Treasury yields move up, oil rises, Nike earnings, and other headlines moving the market this morning.
A Bull Market and a Bear Market at the Same Time
Higher interest rates are splitting the market into SI winners and everyone else.
Here’s Where I’m Keeping My Dry Powder Safe From Market Headwinds
AI valuation absurdity continues, rates are spiking and housing prices are getting weird.
Strange September Market Sets Up a Pivotal October
September lived up to its poor reputation, but October has a history of starting year-end runs, especially in midterm years.