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.
A Google First: Negative Free Cash Flow; Oil Bubbles Higher; Yields Creep Up
Alphabet reveals negative print for free cash flow for first time since going public; war expands; and what to do with IBM .
Chart of the Day: Micron Comes Down With a Bout of Volatility
The big DRAM company has strong earnings and growth but investors are wondering just for how long that will be.
As Economic Storm Brews, I’ve Got Two ‘Backdoor’ AI Trade Ideas to Keep Dry
Let’s check two names, one rebranded big energy player, and one rebounding from a recent ‘busted’ IPO.
Google Seizes the Spotlight Ahead of Earnings: 8 Key Items Shaping the Stock Market Wednesday
No end in sight for renewed U.S.-Iran pressures, Jensen Huang on China AI models and other headlines are moving stocks this morning.
Runaway Robots, Rising Oil, Soaring Semis, SpaceX Headaches
Let’s check the latest on how AI escaped the ‘sandbox,’ oil prices amid Iran unrest, the tech trade and … what’s happening with SpaceX.
Chart of the Day: Welltower’s Technicals Tower Over the Competition
This REIT for senior living just made a new all-time high.
DR Horton Showcases Homebuilder Pain: 8 Key Items Shaping the Stock Market Tuesday
Trump’s tariffs, TSM price hikes and other headlines are moving stocks this morning.
Taiwan Semi to Hike Prices, AMD Advances, Iran Fighting Expands
Here’s the latest on the war with Iran, threatened tariffs on Canada, and the semiconductors as AMD & Microsoft cozy up with Helios deal.
VIDEO: Reading the Market Tea Leaves With Yahoo! Finance
Prepping for hyperscaler earnings and chatting on three others in the Portfolio.