US Equity Markets Bend But Don’t Break
A toxic mix of a potential slowing in AI spending, rising oil prices, and increased Fed rate hike bets see markets fall, but they end well off the lows.
Equity Slide Resumes, Pressured by AI Concerns and Oil Prices
With an already “fragile” setup, equities are starting the week on the wrong foot.
Fighting Flares Up Again in Iran, Warsh Turns Hawkish, Treasury Yields Climb
The U.S. hits Iran over the weekend in renewed fighting and Fed chair vows to go after inflation; also, let’s check the week ahead.
Stocks Are Sitting at a Crossroads
Are they oversold or not? Will the chopfest continue or not? We’ll be watching the others to see what could come next.
Chart of the Day: A Close Look at the Cybersecurity ETF
CIBR has been strong throughout selling in the software sector and is poised to continue a breakout.
Looking for Kevin Warsh to Spill the Policy Beans: 8 Key Items Shaping the Stock Market Friday
AI cyberattack warnings, Stripe walks from PayPal and other headlines moving the market this morning.
Showtime in Wyoming, Great Day for My Book (But Not Breadth), Charting Nvidia
The market will run through Jackson Hole Friday. Here are my thoughts as Kevin Warsh takes the stage.
Sticking With This CrowdStrike Price Target as Firm Faces ‘Largest Market Opportunity’ Ever
The cybersecurity firm posted excellent results and the Falcon is soaring.
Nvidia Guidance Eases Concerns: 8 Key Items Shaping the Stock Market Thursday
Qatar’s diplomatic efforts, Warsh on deck and other headlines moving the market this morning.
Nvidia Lets the AI Trade Roll, CIA in Moscow, Warsh’s Backyard BBQ
Nvidia’s results beat Wall Street expectations by a mile, signaling the AI trade is alive and well.