Blue Wave Pops Market, But Can It Overcome Technical Hurdles?: 8 Key Items Shaping the Stock Market Wednesday
AMD and Super Micro crush earnings, CVS Health splits, and other headlines moving the market this morning.
Tech Weighs on the Market, Midterms and Inflation Data Around the Corner: 8 Key Items Shaping the Stock Market Friday
Microsoft’s debt deal, Binance’s $6.3 billion hack and other headlines moving the market this morning.
OpenAI and Oracle to Use Google Chips: 8 Key Items Shaping the Stock Market Wednesday
SK Hynix and ASM International see tight chip capacity, here comes Fed Chair Kevin Warsh and other headlines moving the market this morning.
Weekly Roundup: The AI Trade Got Smacked. We’re Following the Data, Not the Fear
We put capital to work in two holdings, exited another and bumped up our price target for a long-time position.
We’re Building Up Our Semi Cap Exposure With This Buy
We continue to see chip capacity tightness ahead, creating an even bigger industry pain point.
Nvidia’s $500B Plan, Intel Raises Cash, Iran Digs In
Here’s my take on Intel after it taps the capital markets, that huge Nvidia plan, and the lack of a deal with Iran.
U.S. and Iran, Deal or No Deal? 8 Key Items Shaping the Stock Market Wednesday
ISM’s Inflation data, SpaceX spending and Foxconn’s July revenue among the headlines shaping the market today/