The Bond Market Delivered the Verdict, and It Isn’t Pretty
The 30-year yield hit a 19-year high, and the earnings reports split the hyperscalers.
Mixed Results Last Night
Microsoft ($MSFT) was a pleasant surprise with growth at Azure accelerating.
Mets ($META) not so much.
We remain long $MSFT, Amazon ($AMZN) and Alphabet ($GOOGL) in the Mag 7.
More later…
Position: Long MSFT (S), AMZN (S), GOOGL (S)
Fed Preps ‘Most Unpredictable’ Meeting in Years: 8 Key Items Shaping the Stock Market Wednesday
Renewed conflict in the Middle East, Microsoft and Meta earnings and other headlines moving stocks this morning.
Here’s Our Game Plan for Applied Materials and Marvell
The demand picture remains strong, but market conditions mean focusing on support levels.
Why You Should Think Twice About That 12% ETF Yield
A 12% yield sounds better than 3%, until you look at what’s actually generating each payout.
Is China Really to Blame for the Chip-Driven Tech Wreck?
Semiconductor stocks are selling off hard, a scary picture in a key week for earnings. But is the ‘China factor’ really to blame?
As Corning’s Shares Shatter, the Buying Opportunity Is Clear
Corning is in disaster mode today. But should it be? Let’s looking into the report.
Earnings Heat Up Amid Conflicting US-Iran Comments: 8 Key Items Shaping the Stock Market Tuesday
Corning drops, JPMorgan’s buy signal, Boeing’s results and other headlines moving stocks this morning.
4 Problems Converge on the AI Sector as Investors Await Earnings
Four issues have arrived at the same time. But they are not the same problem. Here’s what to know.
Earnings Dynamics Have Changed With Biggest Reports Ahead
Semiconductor weakness lifted the hyperscalers again while the market waits on the Fed.