Google and Tesla Boost Capex: 8 Key Items Shaping the Stock Market Thursday
Inflation pressures build, AMD’s chip event, United Rentals crushes it, and other headlines are moving stocks this morning.
Inflation pressures build, AMD’s chip event, United Rentals crushes it, and other headlines are moving stocks this morning.
Besides Alphabet ($GOOGL), I added to Amazon ($AMZN) at $244.90 and Microsoft ($MSFT) at $390.30 in the after-hours.
Position: Long GOOGL (S), AMZN (S), MSFT (S)
Trump’s tariffs, TSM price hikes and other headlines are moving stocks this morning.
Here’s the latest on the war with Iran, threatened tariffs on Canada, and the semiconductors as AMD & Microsoft cozy up with Helios deal.
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
We raised a few price targets, added to three holdings, and locked in big gains in another.
As I look out to the major artificial intelligence names, I see something missing: a moat.
China’s Mooshot AI model, Coca-Cola hacked, Netflix, and other headlines moving stocks this morning.
Traders/investors often get intrigued with the big online retailer/cloud company before earnings are released.
Here’s why the chip behemoth’s earnings should comfort semiconductor investors rather produce nervousness.