AI Data Center Stocks Could Bounce Hard. Here’s What Would Make It Last.
Three things are needed to bring beaten-up AI data center stocks back — and one developer is closest to breaking through.
Questions Over Trump-Russia Diesel and U.S-Iran Proposal: 8 Key Items Shaping the Stock Market Monday
IonQ scoops up a cybersecurity company, Apple and ADT rumors and other headlines moving the market this morning.
Tracking 33 Signals Across 9 of the Pro Portfolio’s Investment Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Weekly Roundup: Oil, Yields and AI Jitters Make for a Choppy Climb
We added to one holding while our concern for higher energy prices starts to play out.
New AMD Price Target as Demand Pushes All-Time High
Advanced Micro Devices’ high expectations are justified by the chipmaker’s phenomenal growth.
SpaceX’s Spectrum Move Hits Wireless Carriers: 8 Key Items Shaping the Stock Market Friday
Delta Air Lines profit cut, Lumentum’s ‘sold out’ market, and other headlines moving the market this morning.
AI Needs More Data Centers. So Why Are Their Stocks Getting Crushed?
When a stock keeps falling on good news, the market’s trying to tell you something.
The Gap Under the Market May Finally Be Starting to Close
A warning about AI growth may be the news needed for better action in the broader market.
OpenAI Revenue Report Sinks AI, but the Rest of the Market Holds Up
An FT report that OpenAI’s revenue is running notably below earlier estimates sent AI shares sharply lower, but beneath the surface most stocks held up as Treasury yields eased and President Trump said the U.S. won’t attack Iran before the midterms.
OpenAI Revenue Warning Triggers Sharp Rotation Action
A report that OpenAI’s revenue is lower than expected hit AI leaders, and the rest of the market caught a bid.