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.
‘Big Short’ Michael Burry Shorts the AI Trade
Was Wednesday’s poor market performance a warning of things to come?
After a 100% Gain in 3 Months, We’re Trimming This AI Infrastructure Play
Here’s how we’re locking in gains without abandoning a big winner.
What Will Warsh Say? 8 Key Items Shaping the Stock Market Wednesday
Trump favors diplomacy with Iran, Nike’s continued challenges, Citi cuts its crypto outlook, and other headlines moving stocks this morning.
Looking Ahead After Wall Street’s Best Quarter Since 2020
The S&P 500 gained 15% and the Nasdaq 21% in Q2, but Q3 presents substantial challenges as three big issues come into play.
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.
