Why I’m Bracing for the Market to Cool by Fall
Nasdaq, the S&P and even the Russell are all up; but here’s why I think they’ll come back down to earth.
With Inflation Heading Lower, We Can Expect a Midterm Rate Cut
A combination of lower inflation and improved data sources will push the Fed to cut interest rates soon.
Positive Seasonality Fails as AI Trade Sees a Shift
The action looked good ahead of the July 4 holiday but then a major shift took semiconductors to the downside.
VIDEO: Palantir Upgrade Draws Connection to Nvidia Valuation
Plus, the market is starting to re-think the number of Fed rate hikes ahead.
Stunning South Korea Stock Shock Triggers Circuit Breaker as Semi Names Strike FOMO
The Seoul market and select chipmakers around Asia saw wild volatility, but the chaos is highly sector-specific.
Goldman Recommends 2 Small-Cap SaaS Plays Amid Dot-Com Boom Revival
Goldman Sachs has highlighted two intriguing small-cap names as AI valuations get crazier.
New Price Targets for 2 Chip-Related Holdings to Close the Quarter
This pair of stocks is on our radar as both names have entered overbought territory.
Asia’s Chip Stocks Set Records. Where Do We Go From Here?
The strong showing of East Asian equities stems from gains in memory stocks, as well as cheap currencies. What will the second half bring?
Betting on a Rate Cut Might Not Be the Consensus, But Here’s Why it’s Likely
My interest rate projection appears to go against the grain.
Google In, Verizon Out, Nike Next?: 8 Key Items Shaping the Stock Market Monday
South Korea goes big on AI and chips, Comcast splits, Warsh on deck, and other headlines moving stocks this morning.