Why AI Stocks Got Hammered Wednesday
Three things went wrong at once.
Tech Trade Turns Ugly
Hot inflation data burns up AI, tech and small-cap stocks as CoreWeave unravels and ‘neocloud’ names in ‘crash mode’; also the chart looks precarious.
Bonds Are the New Safe Haven as Money Rotates Out of Tech
TSMC beat and still fell, a giant AI offering is coming, and the market wants to know what AI growth costs.
VIDEO: Navigating Sticky Inflation Without Losing Sight of the AI Opportunity
Inflation is heading up again. Here’s what investors should focus on next.
ASML Just Told Investors Something They Shouldn’t Ignore
The chip-equipment bellwether is sending an important signal for AI and the market. Just make sure you’re in the right spots.
Will a Hot CPI Report Widen the Gap in This Two-Tier Market?
Bonds are improving, but the stocks that should benefit aren’t responding.
Applied Materials Raises the Bar With New 2030 Targets
Agentic AI, rising prices and a path to 54% gross margins underscore our thesis.
Goldman Beats, JPMorgan Misses: 8 Key Items Shaping the Stock Market Tuesday
Domino’s weak comp sales, Applied Materials sees its top-line doubling, and other headlines moving the market this morning.
Meta Trots Out 2 New AI Models
Here’s where Meta’s AI subscription figures become more than just interesting.
VIDEO: Anthropic, Apple and Inflation Set Up Pivotal Week for the Market
Plus, ASML’s price hikes rumblings and implications for Applied Materials.