Anthropic, Musk Call for Slower AI Development: 8 Key Items Shaping the Stock Market Monday
Oil climbs, the market’s Fed rate hike call grows, and other headlines are moving the market this morning.
3 Big Issues Collide With Poor Market Conditions
New concerns about AI growth are hitting on Monday morning. Here’s my game plan.
AI Alarm Rattles the Cages as a Big Fed Decision Awaits
Amid dystopian worries and calls for a slowdown, AI leaders speak out. Oh, and we’ve got some other stuff happening too.
Canada Fires Back, Oil Nears $100: 8 Key Items Shaping the Stock Market Tuesday
Apple’s foldable iPhone, inflation expectations, Anthropic’s S-1, and other headlines are moving the market this morning.
Margin Pressures and Higher Interest Rates Offset Good Earnings Reports
The market remains under pressure as it awaits significant employment news.
The Market Keeps Changing Horses. Will ‘Ordinary’ Become the New Opportunity?
From AI to quantum computing to rocket stocks, what’s the next thing for the trend followers? Maybe it’s hiding in plain sight.
Dell’s Big AI Boost: 8 Key Items Shaping the Stock Market Wednesday
U.S-Iran fighting escalates, but oil prices dip, ADP’s August jobs figure issues, plus other headlines moving the market this morning.
We’re Playing the Long Game With This Portfolio Position
An October Investor Day should bring more clarity on longer-term opportunities.
Updating My Shopping List as We Await Warsh at Jackson Hole
Chips and software rally while the rest of the market struggles.
Nvidia’s Report Is Great for Nvidia, but It’s Complicated for Everyone Else
Robust demand for Nvidia products continues, but someone is paying a hefty price.