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.
As Economic Storm Brews, I’ve Got Two ‘Backdoor’ AI Trade Ideas to Keep Dry
Let’s check two names, one rebranded big energy player, and one rebounding from a recent ‘busted’ IPO.
Buying This AI Infrastructure Name After Reverse Merger
Nomad’s transportable battery systems could help data centers bridge the gap between power demand and grid infrastructure.
Google Seizes the Spotlight Ahead of Earnings: 8 Key Items Shaping the Stock Market Wednesday
No end in sight for renewed U.S.-Iran pressures, Jensen Huang on China AI models and other headlines are moving stocks this morning.
Runaway Robots, Rising Oil, Soaring Semis, SpaceX Headaches
Let’s check the latest on how AI escaped the ‘sandbox,’ oil prices amid Iran unrest, the tech trade and … what’s happening with SpaceX.
DR Horton Showcases Homebuilder Pain: 8 Key Items Shaping the Stock Market Tuesday
Trump’s tariffs, TSM price hikes and other headlines are moving stocks this morning.
Chart of the Day: Setback for Alphabet
The stock was blitzed on Thursday with news about a delay in the Gemini AI tool.
Iran Escalation and AI Spend Leave Me Bearish Despite All-Time Highs
There can’t be much upside left.
Market Hopium as Iran Lifts Equity Futures: 8 Key Items Shaping the Stock Market Monday
New inflation math, retail margin usage and other headlines moving stocks this morning.
5 Market Themes at a Crossroads as We Head Into Earnings
This is a market in transition — and how these themes unfold will determine what happens next.