Sticking With This Amazon Price Target After ‘Compelling’ AI Capex Return
CEO Andy Jassy told investors that the big tech company expects revenue to outpace the capex growth.
Latest Earnings Move the AI Goalposts From U.S. to Asia
The market’s response to the Microsoft-Meta earnings pair and Hynix-Samsung numbers gives a clear indication.
New Meta Rating as Spending Weighs on Expectations
Spending, capex and free cash flow concerns outweigh tangible AI adoption benefits.
Microsoft Pushes Higher: 8 Key Items Shaping the Stock Market Thursday
OPEC+ meeting expectations, politician Warsh and other headlines are moving stocks this morning.
Fed Preps ‘Most Unpredictable’ Meeting in Years: 8 Key Items Shaping the Stock Market Wednesday
Renewed conflict in the Middle East, Microsoft and Meta earnings and other headlines moving stocks this morning.
Is China Really to Blame for the Chip-Driven Tech Wreck?
Semiconductor stocks are selling off hard, a scary picture in a key week for earnings. But is the ‘China factor’ really to blame?
Five Reasons I’m Real Nervous About the Chip Sector
Cheap Chinese computing, sagging artificial intelligence use and data center backlash are among the reasons I’m wary of the semiconductor sector.
Take Off Your AI-Tinted Goggles to See Perils and Opportunities Like This
As earnings reveals a less-than-pretty picture in the market, I’m eyeing some carefully selected stocks outside the tech trade.
VIDEO: Why We Could Still See 2 Rate Hikes This Year
Plus, inflation pressures, small caps and key levels for the indexes.
SK Hynix’s 32% Mystery: Why the Shares Trade at a Huge U.S. Premium
There are odd trading patterns developing for tech stocks on either side of the Pacific. And there’s a specific reason why trading in Hynix is particularly weird.