SK Hynix’s 32% Mystery: Why the Shares Trade at a Huge U.S. Premium
There are odd trading patterns developing for tech stocks on either side of the Pacific. And there’s a specific reason why trading in Hynix is particularly weird.
Investors Are Nervous. I’m Getting Interested.
Dislocations driven by market conditions rather than fundamentals are creating my shopping list.
Google and Tesla Boost Capex: 8 Key Items Shaping the Stock Market Thursday
Inflation pressures build, AMD’s chip event, United Rentals crushes it, and other headlines are moving stocks this morning.
A Google First: Negative Free Cash Flow; Oil Bubbles Higher; Yields Creep Up
Alphabet reveals negative print for free cash flow for first time since going public; war expands; and what to do with IBM .
Bad News for Google and Tesla Is Good News for Chips and Data Centers
Higher capex guidance is punishing hyperscalers while their suppliers celebrate.
Good Reports From Google, Texas Instruments Not Attracting Buyers
The news is hitting and there is some knee-jerk selling.
After-Hours Adds
Besides Alphabet ($GOOGL), I added to Amazon ($AMZN) at $244.90 and Microsoft ($MSFT) at $390.30 in the after-hours.
Position: Long GOOGL (S), AMZN (S), MSFT (S)
Added to Google
I added to $GOOGL at $332.43
Position: Long GOOGL (S)
Google Seizes the Spotlight Ahead of Earnings: 8 Key Items Shaping the Stock Market Wednesday
No end in sight for renewed U.S.-Iran pressures, Jensen Huang on China AI models and other headlines are moving stocks this morning.
Runaway Robots, Rising Oil, Soaring Semis, SpaceX Headaches
Let’s check the latest on how AI escaped the ‘sandbox,’ oil prices amid Iran unrest, the tech trade and … what’s happening with SpaceX.