VIDEO: Tariffs, Oil Spikes and Big Tech Earnings: Markets Brace for Monday
Plus why we’re closely tracking key support levels for the S&P 500 and the Nasdaq Composite.
Here’s the Portfolio’s Game Plan for Google
We’re focusing on margins and backlog over cash flow concerns.
A Shift in Market Character, But This Is Not a Bear Market
While the technical damage is significant in places, the selling is driven by CapEx concerns, not deteriorating fundamentals.
SK Hynix’s 32% Mystery: Why the Shares Trade at a Huge U.S. Premium
There are odd trading patterns developing for tech stocks on either side of the Pacific. And there’s a specific reason why trading in Hynix is particularly weird.
Google and Tesla Boost Capex: 8 Key Items Shaping the Stock Market Thursday
Inflation pressures build, AMD’s chip event, United Rentals crushes it, and other headlines are moving stocks this morning.
Super Micro Sends Positive Signal as Investors Await Google, Tesla and IBM
The SMCI reaction is a taste of what lies ahead, but tonight is the real test.
AI Giants Begin to Appear Defenseless
As I look out to the major artificial intelligence names, I see something missing: a moat.
Leveraged ETFs Hike Market Volatility: 8 Key Items Shaping the Stock Market Friday
China’s Mooshot AI model, Coca-Cola hacked, Netflix, and other headlines moving stocks this morning.
Chips Enter Bear Market Territory Ahead of Big Tech Earnings
Is intense selling in AI-related names getting the market too bearish in front of key reports?
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.