Starbucks’ Software Warning Shot: 8 Key Items Shaping the Stock Market Thursday
Renewed U.S.-Iran attacks, traffic in the Strait, Costco, SK Hynix and other headlines are moving stocks this morning.
5 Market Themes at a Crossroads as We Head Into Earnings
This is a market in transition — and how these themes unfold will determine what happens next.
Michael Burry Vs. My Panic Points; Ferocious Foxconn Sales; Bad Jobs Data
Why I’m sticking to plan on memory stocks; also, let’s brace for the week ahead, check the markets’ charts, and interpret those jobs numbers.
June Monthly Roundup: The Market Stumbled in June. The Portfolio Didn’t.
As we extended our lead over the S&P 500, we locked in big gains on several positions, added to new holdings and made other buys.
VIDEO: Our Big Tech Holding Wants to Challenge AWS, Azure and Google Cloud
Plus, reviewing the latest economic data and some positive findings on inflation.
New Price Targets for 2 Chip-Related Holdings to Close the Quarter
This pair of stocks is on our radar as both names have entered overbought territory.
Mag 7 Down $2.3T!; The SpaceX IPO Order Mystery; Semis Spring Back
Let’s check how far the Magnificent 7 market cap fell in June, a strange Korean broker drama, and Warren Buffett’s caution on Gates Foundation.
Mag 7 Action Improves, But Biotech Keeps Delivering the Real Wins
While reverse rotation drives Nasdaq bounce, poor breadth suggests it can’t be trusted.
Google In, Verizon Out, Nike Next?: 8 Key Items Shaping the Stock Market Monday
South Korea goes big on AI and chips, Comcast splits, Warsh on deck, and other headlines moving stocks this morning.