Five Reasons I’m Real Nervous About the Chip Sector
Cheap Chinese computing, sagging artificial intelligence use and data center backlash are among the reasons I’m wary of the semiconductor sector.
Cheap Chinese computing, sagging artificial intelligence use and data center backlash are among the reasons I’m wary of the semiconductor sector.
Oil falls, single stock futures to come and other headlines are moving stocks this morning.
Stocks had a chance to run higher this past week but missed their chance.
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Card fee prospects support our view Amex’s guidance skews conservative. Here’s what else you might have missed.
Plus why we’re closely tracking key support levels for the S&P 500 and the Nasdaq Composite.
Intel’s earnings, Amex reports, mortgage rate headwinds, and other headlines are moving stocks this morning.
Plus, inflation pressures, small caps and key levels for the indexes.
The demand profile continues to strengthen, but we’re keeping an eye on inflation and the Fed.
Locking in a nice double-digit gain and rebuilding cash along the way.