August Monthly Roundup: Maintaining Our Lead Through the Ups and Downs
We initiated three positions, added to several others, and locked in massive gains along the way.
Nvidia’s $500B Plan, Intel Raises Cash, Iran Digs In
Here’s my take on Intel after it taps the capital markets, that huge Nvidia plan, and the lack of a deal with Iran.
Sometimes Bad Is Good, and Sometimes Bad Is Bad
Let’s sort through what those Friday jobs numbers mean for rate-hike chatter, what’s happening (or not happening) on the Strait, and why Trump is in a tough spot.
Party on Wall St.! Palantir, Micron, SK Hynix Invited! (SpaceX, AMD Not…)
Are ‘Happy Days’ here again? Let’s check the stats, charts and the action on Wall Street. Also, guess who’s getting beat up along the way….
Fed Preps ‘Most Unpredictable’ Meeting in Years: 8 Key Items Shaping the Stock Market Wednesday
Renewed conflict in the Middle East, Microsoft and Meta earnings and other headlines moving stocks this morning.
Is China Really to Blame for the Chip-Driven Tech Wreck?
Semiconductor stocks are selling off hard, a scary picture in a key week for earnings. But is the ‘China factor’ really to blame?
The Calm Before the Storm
Lull in fighting between U.S. and Iran to be followed by big earnings by Amazon, Microsoft, Meta, and an economic data deluge. Also, a defense shortage?
Oil Climbs; AMD Takes Stage; Google, Other Big Earnings on Tap
Iran fighting rages on; Advanced Micro Devices showcases at AI event; GM, Alphabet, IBM, Tesla, Lockheed Martin and American Express among names reporting.
A Pop in PayPal Despite a Sloppy Market
Since I recommended PayPal, it was up nicely, until today’s takeover talk, which sent shares up even more.
Asia’s Chip Stocks Set Records. Where Do We Go From Here?
The strong showing of East Asian equities stems from gains in memory stocks, as well as cheap currencies. What will the second half bring?