Peace Eludes, Rate-Cut Shot Fades, Semiconductors Slide, But Jobs Shine
Let’s check the ceasefire talks as fighting breaks out, the semis under pressure, jobs data … and see what’s ahead this week.
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.
I’m Eyeing 3 Names Amid Market Rotation
Here’s my strategy as the Dow rises as cash rotates out of overbought semiconductor stocks.
SoftBank Overtakes Toyota as Japan’s Largest Company
Tech-stock gains have pushed TSMC, Samsung and Hynix into the $1 trillion club, while SoftBank is the largest Tokyo listing by market cap.
There’s a New AI Catalyst — And It’s Shaking Up the Sector
Rotation and short-covering within the AI sector is holding up the market.
After 8 Straight Green Days, Is the Market Overbought?
Let’s look at key indicators to see when momentum begins to decline.
AI Trade Sees Remarkable Rotation as Market Concerns Grow
I’m buying two promising biotech names as the market grows more nervous.
Explosive Ceasefire, Nvidia Shows ‘Spark’, Dimon Eyes Exuberance
U.S. and Iran trade fire over the weekend, Nvidia unveils a new super chip, and Jamie Dimon says exuberance ain’t so bad …