ASML’s ‘Bull Flag’ and Guidance Has My Attention: Here’s My Plan
When a ‘monopoly’ offers expansion plans like this it piques my interest.
Digging Into Comments from IBM and JPMorgan Chase
What we find is supportive of AI adoption and usage, and several Portfolio holdings.
Broken Charts, Bullish Analysts: How I’m Trading Data Center Stocks
The big data center names have strong revenue growth and demand that will last years, but is it time to buy?
Here’s Our New Apple Price Target Amid OpenAI Controversy
Apple hits an all-time high as its lawsuit vs. OpenAI comes to light.
7 Inflection Points Investors Shouldn’t Ignore Right Now
The market’s next big move may hinge on these seven issues — but one one matters more than the rest.
Strait Traffic Falls to Multi-Week Low: 8 Key Items Shaping the Stock Market Monday
Plus, TSM’s big June revenue, SK Hynix falls, Apple fights OpenAI and other headlines moving stocks this morning.
A True Contrarian Play on an AI ‘Casualty’
Wall Street has turned negative on this software giant. Here’s why I’m willing to step in.
We’re Adding This Under-the-Radar AI Infrastructure Play
The company’s products are a necessary ingredient for AI infrastructure.
Stunning South Korea Stock Shock Triggers Circuit Breaker as Semi Names Strike FOMO
The Seoul market and select chipmakers around Asia saw wild volatility, but the chaos is highly sector-specific.
Apple’s Foldable iPhone Plan: 8 Key Items Shaping the Stock Market Friday
The June jobs report, Nvidia’s rev share model, SAP gets aggressive on AI, and other headlines moving stocks this morning.