Taiwan Semi Ups Spending Plans: 8 Key Items Shaping the Stock Market Thursday
War escalation, oil crunch prospects, Uber targeting Delivery Hero, and other headlines moving stocks this morning.
VIDEO: Assessing the Pressure on 2 Portfolio Holdings
Why Thursday’s TSM earnings report and next week’s July Flash PMI are on our radar.
Chart of the Day: Can Apple Get Some Praise?
While semiconductor stocks are the featured item, Apple is delivering the goods.
ASML Plans Capacity Additions: 8 Key Items Shaping the Stock Market Wednesday
U.S.-Iran, Nvidia confirms Vera tracking, Apple Intelligence approved in China, and other headlines that are moving stocks this morning.
Cool CPI, Sharp Warsh, Booming Banks
Let’s check on inflation, what Fed Chief Warsh told lawmakers, the banks and my latest take on the chart.
Digging Into Comments from IBM and JPMorgan Chase
What we find is supportive of AI adoption and usage, and several Portfolio holdings.
Chart of the Day: ‘All-Star’ Gets Caught Up in Sector Selling Storm
A recent pullback takes the stock below some key support.
Holding My Nose and Taking a Quantum Leap of Faith on IBM
It’s looking ugly out there for ‘Big Blue,’ but here’s why I’m not ready to bail just yet.
Stocks & Markets Podcast: Regenerative Medicine’s Next Leap with Conexeu Sciences CEO
Leveraging wound care to tackle the much larger aesthetics market.
IBM and the Market’s Mood: 8 Key Items Shaping the Stock Market Tuesday
Trump says we’re back at war, June CPI and Warsh on deck, bank earnings, and other headlines are moving stocks this morning.