Broadcom Bleeds, Semis Sink, Will Jobs Numbers Stink?
After a week that feels like pulling teeth, let’s check on the ‘rotation,’ the semiconductors and brace for the jobs report.
First Broadcom, Now Ciena… But the Networking Opportunity Is Still Ahead
Ciena sees its addressable market doubling over the next several years.
I’m Eyeing 3 Names Amid Market Rotation
Here’s my strategy as the Dow rises as cash rotates out of overbought semiconductor stocks.
Chart of the Day: Space Stocks Are Heating Up. We Have One in the Bullpen.
Starfighters Space is an interesting name to watch.
Palantir’s New Partner: 8 Key Items Shaping the Stock Market Thursday
Broadcom’s earnings, TSM’s multiyear view on AI chips, the Quantinuum IPO, and other headlines are moving stocks this morning.
New Morgan Stanley Price Target After Anthropic IPO Update
We will continue tracking IPO and M&A activity for signs of even further upside.
Market Shifts Into Full Mania Mode
As AI trade continues to enter more and more radical territory, I’m bracing for a bad ending.
Elon Musk Sets the SpaceX IPO Price: 8 Key Items Shaping the Stock Market Wednesday
Renewed Gulf hostilities, new Trump tariffs, Bessent testifies and other headlines are moving stocks this morning.
A Ceasefire With Lots of Fire; OECD’s Dire Warning, Another Tariff Try
Let’s check the latest from Iran, the OECD’s dire forecast, another round of tariffs … and my Marvell miss.
How to Approach ‘Next Trillion-Dollar Co.’ Marvell Late in Game
We missed making some money in Marvell over 2026, so here’s how I’d handle the name now, and in the longer term.