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?
The Chip Story Just Got More Complicated
AI Is bouncing, but a significant shift in the market is building. Here’s what to watch.
Weekly Roundup: What We’re Watching as Markets Get Jiggy
We locked in massive gains on two positions and added to two beaten-down holdings.
VIDEO: Our Take on the Latest OpenAI IPO News
Let’s also follow up on our updated game plan for Palantir, and check in on Microsoft.
Micron Delivers, but Will It Help the Broader AI Trade?
Profits for Micron mean more spending and tighter margins by everyone else.
Broadcom and OpenAI Make an AI Chip Splash with Jalapeño
This is the opening salvo in their relationship, but Broadcom has other irons in the AI infrastructure fire.
Cerebras Hits an All-Time Low on Margins. I’m Not Rattled.
Sales projections are strong and the demand is there. Here’s how I plan to get ‘involved.’
Cracks in the AI Narrative? Margins Suddenly Matter
SpaceX is round-tripping, Cerebras is getting marked down on margins, and concerns grow around OpenAI and Anthropic.
Meta Makes a Prediction: 8 Key Items Shaping the Stock Market Wednesday
FedEx and Cerebras underscore margin concerns, oil falls further, Google to join the Dow, and other headlines are moving stocks this morning.