Trump’s U.N. Address Before Iran’s: 8 Key Items Shaping the Stock Market Tuesday
Meta’s Muse AI model, luxury goods expectations and other headlines moving the market this morning.
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.
Iran Put on Notice, Partners Warned; How to Corral the Yield Curve
Trump vows economic pain for Iran; my colleague has an intriguing (and smart) economic plan; bracing for the week ahead.
VIX Warned of SOX Fall. What’s Next?
The data and statistics say we should see more corrective action, but we also got one or two extremes from Friday’s action.
Weekly Roundup: How We’re Navigating the Fed’s Hawkish Pivot and Iran Risk
We locked in big gains, raised a few price targets, and extended our lead over the S&P 500 this week.
Jensen Huang Blesses Marvell: 8 Key Items Shaping the Stock Market Tuesday
Lebanon’s ceasefire, HPE earnings, Google’s capital raise, and other headlines are moving stocks this morning.