Wall Street Fears an AI Slowdown. I’m Not Buying It.
It’s a considerable leap from slowing AI development to assuming the industry will need less computing power.
Will August CPI Give the Fed Breathing Room?: 8 Key Items Shaping the Stock Market Friday
Oracle’s big AI backlog, Microsoft’s multi-year data center plans, and other headlines are moving the market this morning.
Data Centers Are Winning Customers While Losing Voters
The AI and data center trade could be impacted by growing political discourse.
Why I’m Buying Hewlett Packard Ahead of Earnings
Breadth is at 33% gainers, with new lows running better than two-to-one on Monday.
Making a Small Bet on an Electric Grid Buildout Play
This covered-call strategy has 25% upside potential as the data center buildout calls for juice.
It’s Time to Increase Exposure to Micron
Buying Micron is the next best step in the memory and storage trade.
The Bond Market Delivered the Verdict, and It Isn’t Pretty
The 30-year yield hit a 19-year high, and the earnings reports split the hyperscalers.
Lower Expectations May Be Exactly What This Market Needed
The negative reaction to good earnings reports last week may have created better conditions for the big reports that hit this week.
Trump Unveils New Tariffs: 8 Key Items Shaping the Stock Market Friday
Intel’s earnings, Amex reports, mortgage rate headwinds, and other headlines are moving stocks this morning.