AMD’s ‘Very High’ Chip Demand Sets Up Marvell’s Investor Day: 8 Key Items Shaping the Stock Market Tuesday
Zscaler reiterates guidance, Boeing’s Lockheed Martin win, and other headlines moving the market this morning.
September Monthly Roundup: 5 Focus Areas as Portfolio Keeps Its YTD Lead
We raised cash early, put some back to work late in the month, locked in gains on Meta and kicked off our quarterly EPS All-Stars reconstitution.
Everything You Wanted to Know About Technicals, but Were Afraid to Ask
What is the Hi-Lo and why do I yap so much about breadth? Here I’ll walk you through all the indicators and surveys I rely on each week.
Downgrading a Holding That’s Increasingly Hard to Defend
We’re laying out our revised game plan for this laggard.
Cathie Wood’s Firm Makes $16 Million Rocket Lab Decision
We sold some of our position in the aerospace firm alongside ARK Invest.
Despite Warnings, Tomorrow Won’t Bring the Market Bottom
An updated look at S&P 500 support levels as we stick to the sidelines.
Keeping My Price Target as AMD Lands ‘AI Godmother’ in Bold $8.2B Move
After AMD’s parabolic rise, Lisa Su is making an aggressive acquisition, while analysts raise the bar for the stock.
Meet the Chips Behind Every AI Answer
You asked AI a question. These are the companies and chips that went to work.
Meta Targets Small Business With Muse: 8 Key Items Shaping the Stock Market Tuesday
OpenAI’s DevDay, Oura postpones IPO, Boeing’s 737 MAX 10 delay, and other headlines moving the market this morning.
Is the AI Gravy Train About to Get a Yellow Signal?
The market may not be selling off solely because of oil and Iran. Investors may be starting to price in another troubling risk.