We’re Upgrading Our Broadcom Price Target and Rating
Despite a modest miss, the larger AI chip opportunity remains our focus.
I’m Eyeing 3 Names Amid Market Rotation
Here’s my strategy as the Dow rises as cash rotates out of overbought semiconductor stocks.
Chart of the Day: Space Stocks Are Heating Up. We Have One in the Bullpen.
Starfighters Space is an interesting name to watch.
U.S. Should Follow ECB Rate Decision After Growth Warning
Outdated models are underestimating growth, and strong growth will continue to push inflation higher.
Palantir’s New Partner: 8 Key Items Shaping the Stock Market Thursday
Broadcom’s earnings, TSM’s multiyear view on AI chips, the Quantinuum IPO, and other headlines are moving stocks this morning.
Wall St. Takes Hit on Iran Fire, SpaceX Takes Off, Middle-Class ‘Struggle’
Iran ceasefire looks near collapse; SpaceX valuation at $1.75 trillion; Beige Book sees some in middle-income bracket ‘struggling more.’
It’s Time to Make Some Moves as a Shift in Market Character Develops
Chips rolling over on Broadcom and IBIT testing structural support are testing the market.
It’s Still the Semis’ World… Until It Isn’t
What if the semiconductor stocks start acting like Amazon?
200+ Nasdaq Stocks Say This Market Isn’t So Great
Between new lows and an increase in downside volume it’s safe to say selling picked up quite a bit Wednesday.
Key Stock Group Forms Double Top as Market Character Shifts
The most notable shift was increased chatter that the market might be due for a rest.