May the Schwartz Be With Us. What You Should Know About the SpaceX IPO.
Our team has discussed SpaceX over the last few weeks. Here is everything you need to know.
Charting Super Micro After Stunning $7 Billion Update
Super Micro Computer’s $7 billion capital raise is weighing down the stock.
Ready for the SpaceX IPO?: 8 Key Items Shaping the Stock Market Thursday
Trump and Iran, May PPI, Oracle’s spending, potential OpenAI price cuts, and other headlines moving stocks this morning.
May CPI, End to Ceasefire?: 8 Key Items Shaping the Stock Market Wednesday
TSM’s May revenue, SpaceX’s oversubscription, bank stress tests, and other headlines are moving stocks this morning.
Google Likes Intel. Nvidia Appears to as Well. And So Do I
Here’s how I’m going to handle this tech name as Alphabet and Nvidia reportedly eye INTC as backup to Taiwan Semiconductor.
3 Reasons Why Investors Shouldn’t Worry About Apple
Apple’s WWDC event left investors cold. Here’s why they’ll warm up later.
Adding to 2 Portfolio Holdings and Upgrading a Rating
With both companies, we see reasons why management guidance skews conservative.
From Meltdown to Manic Monday: Erratic Tech Trade, Peace-Fire, Grumbling Chart
Let’s check the latest on the supposed peace deal, make sense of the hot-and-cold tech trade, and sort through the crowded IPO filings.
Conditions Are Ripe for Selling Into a Series of Major Events
A flood of events will soak up liquidity in exactly the sector that needs support.
Apple Fails to Dazzle With Long-Awaited Siri AI Announcement
Here’s when we may look to revisit our rating as the shares fall under pressure.