US Equity Markets Bend But Don’t Break
A toxic mix of a potential slowing in AI spending, rising oil prices, and increased Fed rate hike bets see markets fall, but they end well off the lows.
Stocks Snap Four-Day Skid Despite Hot CPI, Attention Turns to the FOMC
US equities see broad gains led by megacaps despite markets locking in a September rate hike with at least two more priced over the next year.
Oil and Yields Squeeze Stocks for a Third Straight Day
My even market wrap-up is a summary of everything you should know for successful trading.
Asia’s Response to ‘Nvidia Effect’ May Surprise You
It has been a scary summer of moves in either direction for Asia’s chip sector and the reaction to Nvidia’s guidance may come as a shock.
Shein Preps for IPO at Fraction of Peak Valuation. Is It Finally a Bargain?
Down close to 75% from its $100 billion peak valuation, the fast fashion retailer will list in Hong Kong while questions swirl about its prospects.
With Doubts About Hyperscale Investment, Here Are 2 AI Plays I Like
As hyperscalers make the biggest infrastructure wager in history, there are two AI-related bets I believe in.
Once These Biotech Stocks Settle Down, I’m All Over Them
As second-quarter earnings powers the market higher, I’m waiting for a chance to add to these two stocks.
Here’s Where to Buy Apple After Post-Earnings Selloff
The Big Tech firm faces a critical stock price and I’d be a buyer.
Interest Rates Set to Move Higher for Longer as Inflation Persists
With the AI bubble looking to “jump the shark” and conflict in the Middle East ongoing, the Federal Reserve has little choice.