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.
Trump’s Venezuela Oil Announcement Won’t Save the Price: 8 Key Items Shaping the Stock Market Monday
Renewed attacks between U.S. and Iran, a big week of August economic data and other headlines moving the market this morning.
Thanks to Salesforce, ServiceNow, the Contrarian SaaS Bet Is Paying Off
The Software-as-a-Service (Saas) apocalypse hasn’t arrived, despite the growth of AI.
Looking for Kevin Warsh to Spill the Policy Beans: 8 Key Items Shaping the Stock Market Friday
AI cyberattack warnings, Stripe walks from PayPal and other headlines moving the market this morning.
Nvidia Guidance Eases Concerns: 8 Key Items Shaping the Stock Market Thursday
Qatar’s diplomatic efforts, Warsh on deck and other headlines moving the market this morning.