Micron Delivers, but Will It Help the Broader AI Trade?
Profits for Micron mean more spending and tighter margins by everyone else.
Broadcom and OpenAI Make an AI Chip Splash with Jalapeño
This is the opening salvo in their relationship, but Broadcom has other irons in the AI infrastructure fire.
Cerebras Hits an All-Time Low on Margins. I’m Not Rattled.
Sales projections are strong and the demand is there. Here’s how I plan to get ‘involved.’
Cracks in the AI Narrative? Margins Suddenly Matter
SpaceX is round-tripping, Cerebras is getting marked down on margins, and concerns grow around OpenAI and Anthropic.
Meta Makes a Prediction: 8 Key Items Shaping the Stock Market Wednesday
FedEx and Cerebras underscore margin concerns, oil falls further, Google to join the Dow, and other headlines are moving stocks this morning.
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.