A Feast or Famine Market, Bordering on Gluttony
Pockets of frothy action, covering up broad weakness, leave investors in a ‘tricky spot.’
Doug Kass: It Is Not Different Time
By my calculus, there is three times or more downside potential than upside presently.
AI Rotation Props Up Indices But the Underlying Action Is Concerning
I’m upping the defense as I don’t like what I see.
2 New Price Targets for Nvidia on New RTX Spark AI Chip
Nvidia’s RTX Spark AI-focused chip will power computers using Microsoft Windows.
Jensen Huang Blesses Marvell: 8 Key Items Shaping the Stock Market Tuesday
Lebanon’s ceasefire, HPE earnings, Google’s capital raise, and other headlines are moving stocks this morning.
Iran Walks? U.S. Manufacturing Up; Meet the $3.5 Trillion IPO Club!
Let’s check latest in Iran talks as deal appears to stall; manufacturing’s apparent comeback, and sort through the mega IPOs.
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.
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.
New AMD Price Target After Nvidia ‘Superchip’ Threatens Key Business
Advanced Micro Devices appears ripe for some bloodletting after a major Nvidia and Microsoft update.