Market Braces for Even Higher Oil Prices: 8 Key Items Shaping the Stock Market Thursday
Meta’s earnings, P&G’s warning and other headlines moving the market this morning.
SpaceX’s Super-Sized AI Capacity Plans: 8 Key Items Shaping the Stock Market Wednesday
Super Micro Computer crushes expectations while United Airlines and Alaska Airlines confirm energy input concerns. Those and other headlines are moving the market this morning.
South Korea’s Ants Renew AI and Data Center Pressure: 8 Key Items Shaping the Stock Market Tuesday
Ryanair CEO on airline fares, OpenAI races to complete fundraising round and other headlines moving the market this morning.
Weekly Roundup: The AI Trade Got Smacked. We’re Following the Data, Not the Fear
We put capital to work in two holdings, exited another and bumped up our price target for a long-time position.
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.