Hospitality Surge Gives Fed No Choice After Strong Jobs Update
The rate environment could challenge a market that needs to absorb some significant IPOs.
Hot May Job Creation Puts Fed’s Focus Firmly on Inflation
Friday’s job report for May crushed expectations, with big March and April revisions as well.
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.
Elon Musk Sets the SpaceX IPO Price: 8 Key Items Shaping the Stock Market Wednesday
Renewed Gulf hostilities, new Trump tariffs, Bessent testifies and other headlines are moving stocks this morning.
SpaceX Wants Pentagon to Pay Up: 8 Key Items Shaping the Stock Market Tuesday
Investors look past the US-Iran flare-up, SpaceX flexes on the Pentagon, fertilizer shortage, China smartphone sales, and other headlines are moving stocks this morning.
Quantum Computing Gets Super Charged, Billion Dollar Boost for IBM, Warsh’s In!
Let’s check the major boost for quantum computing after promised funds, the surge for semis, and a new day for the Fed.
A New Hope for Iran Deal? My Advice for the Fed; Where’s the Nvidia Party?
Hope again on Iran? We’ll see. Also, Nvidia shows up but not the market; SpaceX reveals ticker; and what I’d tell the Fed.
Big Swing Potential for Nvidia: 8 Key Items Shaping the Stock Market Wednesday
Target’s beat, Lowe’s reiteration, Fed minutes, SpaceX’s underwriters, and other headlines are moving stocks this morning.
Higher Interest Rates Will Make It Even Harder for Nvidia to Satisfy Investors
A clean beat-and-raise that would have been enough three weeks ago may not be enough now.
Trump on Warsh’s Independence and Potential Iran Timing
Uncertainty remains in play and that is likely to spur our portfolio discipline.