Semi Shocker; Micron, Intel, AMD Hit Home Runs; Warsh Gets to Work
Let’s pop open the hood and look at the market in June and Q2 to zero in on the winners; also, why we must watch the new Fed head closely today.
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?
Korea’s ‘Black Tuesday’ Spills Over to Memory Makers Worldwide
This year’s top-performing stock markets are today’s heaviest decliners. How close to an end of the chipmaker and AI bull market do we stand?
That Dividend Check May Be Costing More Than It Pays
Dividend income feels like a safety net, but a portfolio that keeps paying doesn’t necessarily keep growing. Here’s what the yield doesn’t show you.
Real Winners and Losers Emerge in Asia After Fed Meeting
Japan, Korea and Taiwan are setting new records, while a potential trade to exploit the high degree of leverage creeps into the system.
Japan Raises Rates to Highest Level Since Bubble Pop
The Bank of Japan has lifted the base rate to its highest level in 31 years, but is keeping its eye on business-to-business price hikes.
Chart of the Day: Close Look at the Cybersecurity ETF as Big Names Report
CIBR continues to hit new all-time highs, but when will there be a chance to hop aboard?
2 Technical Setups Are Clashing — Where to Focus for Opportunities
The same news can be bearish for the indexes and bullish for the underlying market.
AI Is Booming — But the Consumer Is Struggling
I’m increasingly concerned about affordability in an AI World.