War Returns, Semis Snap Back, Fed Frets Over … AI Inflation?
Let’s check the latest in the war on Iran, how SanDisk climbed along with the semiconductors, the Fed’s new concern … and, wow, the indirect bidders!
Chart of the Day: This All-Star Is Waiting for a Catalyst
Strong EPS growth will help buoy the company through a stormy mortgage market.
Palantir Was One of My Best Trades. Time to Get Back In?
Let’s check the chart, and some promising news, and see if Palantir is ready to roar as it approaches earnings.
Chart of the Day: A Close Look at Bank of America as Earnings Approach
The stock is showing strong leadership with Q2 results out next week.
Why I’m Eyeing Lockheed, RTX; Fire in Hormuz; SpaceX Lands on … Nasdaq 100
As U.S.-Iran truce hits bump after ship hit in Hormuz, I’m eyeing adding to these defense stocks; also the latest on NATO, SpaceX and Monday’s market.
‘Logic’ Tells Me to Buy Lam Research, but Not Yet
LRCX will be a good stock to buy and maybe soon, but not this morning. Here’s how I’d approach this tech winner.
Why I’m Bracing for the Market to Cool by Fall
Nasdaq, the S&P and even the Russell are all up; but here’s why I think they’ll come back down to earth.
Chart of the Day: Marvell Is Taking a Breather
The high-energy semiconductors may be undergoing a correction.
Michael Burry Vs. My Panic Points; Ferocious Foxconn Sales; Bad Jobs Data
Why I’m sticking to plan on memory stocks; also, let’s brace for the week ahead, check the markets’ charts, and interpret those jobs numbers.
Charting the S&P 500: Index Continues to Grind, but Money Is Moving
We’re seeing good action in some groups and wretched price moves in others.