Micron Earnings Present a Major Test for the Stock Market
Micron’s stock may be cheap, but it is technically extended, and a perfect quarter may not be good enough.
The Rotation Out of AI Plays Out
The setup I have been describing for two weeks is now playing out. Here’s my best advice.
Cisco and Ciena Comments Support Our AI-Driven Networking Thesis
They also keep us bullish on these Pro Portfolio positions.
The Setup Bears Have Been Waiting for Is Here
Here are the three things that triggered the selling, what to watch now and my strategy for this difficult market.
Real Winners and Losers Emerge in Asia After Fed Meeting
Japan, Korea and Taiwan are setting new records, while a potential trade to exploit the high degree of leverage creeps into the system.
Inflation Concerns to Battle With the AI Growth Narrative
Here’s my strategy with AI bubble worries now competing with a Fed preparing for potential rate hikes.
Here Come the MANGOS: 8 Key Items Shaping the Stock Market Wednesday
U.S.-Iran peace draft, dollar strength, falling oil, Warsh’s debut, and other headlines are moving stocks this morning.
Ready for the SpaceX IPO?: 8 Key Items Shaping the Stock Market Thursday
Trump and Iran, May PPI, Oracle’s spending, potential OpenAI price cuts, and other headlines moving stocks this morning.
Market Shifts Into Full Mania Mode
As AI trade continues to enter more and more radical territory, I’m bracing for a bad ending.
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.