VIDEO: Why We Could Still See 2 Rate Hikes This Year
Plus, inflation pressures, small caps and key levels for the indexes.
Buying This AI Infrastructure Name After Reverse Merger
Nomad’s transportable battery systems could help data centers bridge the gap between power demand and grid infrastructure.
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.
The Chips Are Down, the Mags Are Up as the Pendulum Swings
Trump’s defense of data centers helps the market bounce back from an ugly morning.
A Market Tale Full of Sound and Fury Signifying Nothing
It was an extremely busy day with 8 major events, but there was only a muted market reaction.
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?
Top-3 Select Equity Stock Pick, FIX, Is Nearing a Breakout
The data center adjacent name is poised for gains according to my framework.
Adding to 2 Holdings Near Their Pick-Up Points
Oracle’s capital spending and a new business combination are added catalysts.
Snowflake Soars: 8 Key Items Shaping the Stock Market Thursday
U.S.-Iran strikes, April PCE, Marvell, Salesforce, Snowflake, and other headlines are moving stocks this morning.