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.
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.