5 Market Themes at a Crossroads as We Head Into Earnings
This is a market in transition — and how these themes unfold will determine what happens next.
Samsung’s Blowout Projections Trigger Selling and the Semi Top Could Be in
The world’s largest chipmaker seemed to trigger a surprising stock selloff.
Chart of the Day: A Close Look at Bank of America as Earnings Approach
The stock is showing strong leadership with Q2 results out next week.
Strong Rotation Prevents Broad Weakness as SpaceX Joins the Nasdaq 100
The market looks tired on Monday morning, but there is some rebound in chip names.
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.
Should U.S. Investors Buy Into a Wall Street Listing for SK Hynix?
The market-share leader in High Bandwidth Memory chips is preparing the largest-ever listing on Wall Street for an Asian company. Is it a buy?
Why Booming Chip Demand May Not Be Great News for the Stock Market
Micron surpassed elevated expectations, but the Mag 7 is paying a price.
Micron Delivers, but Will It Help the Broader AI Trade?
Profits for Micron mean more spending and tighter margins by everyone else.
Cerebras Hits an All-Time Low on Margins. I’m Not Rattled.
Sales projections are strong and the demand is there. Here’s how I plan to get ‘involved.’
Cracks in the AI Narrative? Margins Suddenly Matter
SpaceX is round-tripping, Cerebras is getting marked down on margins, and concerns grow around OpenAI and Anthropic.