VIDEO: What AI Means for Productivity as Nvidia Reports
Which retailer is blazing ahead with April comp sales? It’s not Target
Samsung’s Looming Labor Strife Could Reverse Semiconductor Surge
Will Samsung Electronics workers walk off the job? And how can U.S. investors access the Korean chip sector, which has made Seoul stocks the world’s best performers?
The Déjà Vu Trade, Memory Stocks Lapse, Cybersecurity Surge
Markets move yet again on Trump’s words on Iran, my plan as storage stocks stumble, and what I’m eyeing on the S&P’s chart.
Market to Give Back Gains After Iran Setback: 8 Key Items Shaping the Stock Market Monday
Plus, Anthropic’s briefing, Next Era & Dominion Energy, SpaceX timing and other headlines moving stocks this morning.
We’re Tracking 28 Signals Across 9 Pro Portfolio Investment Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Apple Invites AI Speculation Ahead of Milestone Event
If Apple can deliver on its Siri overhaul, we could see the upgrade cycle accelerate.
We Are Boosting Our Price Target for This Semiconductor Star
Rising demand and margin leverage put this Pro Portfolio holding is a strong spot.
Picking Up More Shares of This AI Play After We Locked in Some Gains
The improving multi-year outlook for AI and data center demand is the tailwind opportunity.
Latest From Trump-XI China Summit: 8 Key Items Shaping the Stock Market Thursday
April Retail Sales, Cisco, Cerebras’ IPO and other headlines are moving stocks this morning.
AI Is Booming — But the Consumer Is Struggling
I’m increasingly concerned about affordability in an AI World.