AI Rotation Props Up Indices But the Underlying Action Is Concerning
I’m upping the defense as I don’t like what I see.
I’m upping the defense as I don’t like what I see.
We missed making some money in Marvell over 2026, so here’s how I’d handle the name now, and in the longer term.
We’re being opportunistic today, but we still like the company’s long-term prospects.
Nvidia’s RTX Spark AI-focused chip will power computers using Microsoft Windows.
What investors need to be mindful of this week and with next week’s 2026 WWDC event
In this week’s Stocks & Markets podcast, we talk with XPEL’s CEO Ryan Pape to learn more about the company and how it delivers profits from a product that disappears when you use it.
Lebanon’s ceasefire, HPE earnings, Google’s capital raise, and other headlines are moving stocks this morning.
Let’s check latest in Iran talks as deal appears to stall; manufacturing’s apparent comeback, and sort through the mega IPOs.
Rotation and short-covering within the AI sector is holding up the market.
Is this a market of stocks or a market of tech stocks? People have stopped paying attention to anything but tech.