VIDEO: Rates vs AI Earnings Becomes Market’s Next Big Test
Waller’s rate-hike warning, PepsiCo’s outlook cut and TSMC’s 54% surge.
This Stock Was Sold as an AI Loser. Then Came Muse.
Your AI will call their AI. Here’s the stock I’m buying for that.
VIDEO: AI and Data Center Spending, Rates and More
Plus, why earnings from PepsiCo could be a tell for non-tech earnings expectations.
Chart of the Day: Another EPS All-Stars Winner?
The stock has risen sharply in 2026 and earnings have been growing exponentially.
How Much Longer Can the AI Leaders Last as a Defensive Trade?
Interest rates aren’t hurting AI, and that has made the group a safe haven despite inflation concerns.
Is India’s Beaten-Down $315 Billion Sector Primed to Rebound?
We’ve seen good news for Indian equities, particularly IT providers. But with rates about to rise, here’s the smart course for playing any rebound.
Doug Kass: 1999, 2007 and … Now It Feels Like Déjà Vu All Over Again
In ignoring an abundance of of fundamental and technical headwinds, the U.S. stock market seems to be following ‘God’s Plan.’
AMD’s ‘Very High’ Chip Demand Sets Up Marvell’s Investor Day: 8 Key Items Shaping the Stock Market Tuesday
Zscaler reiterates guidance, Boeing’s Lockheed Martin win, and other headlines moving the market this morning.
This Holding Will Benefit From a U.S. Army Update, But There Is an Even Bigger Market Opportunity Ahead
The U.S. Army is testing for drug cartels, but other applications bring another tailwind for Axon.
Chart of the Day: AMD Proves Its Worth
Another solid breakout on big volume has this semiconductor stock poised for a bigger move.