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.
‘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.