The Chips Are Down, the Mags Are Up as the Pendulum Swings
Trump’s defense of data centers helps the market bounce back from an ugly morning.
Cool CPI, Sharp Warsh, Booming Banks
Let’s check on inflation, what Fed Chief Warsh told lawmakers, the banks and my latest take on the chart.
A Market Tale Full of Sound and Fury Signifying Nothing
It was an extremely busy day with 8 major events, but there was only a muted market reaction.
Digging Into Comments from IBM and JPMorgan Chase
What we find is supportive of AI adoption and usage, and several Portfolio holdings.
Broken Charts, Bullish Analysts: How I’m Trading Data Center Stocks
The big data center names have strong revenue growth and demand that will last years, but is it time to buy?
Holding My Nose and Taking a Quantum Leap of Faith on IBM
It’s looking ugly out there for ‘Big Blue,’ but here’s why I’m not ready to bail just yet.
Adding to 3 Portfolio Holdings, Resetting 2 Checkpoint Levels
Meanwhile, the rebound in oil and gas prices lands 2 positions on our shopping radar.
IBM and the Market’s Mood: 8 Key Items Shaping the Stock Market Tuesday
Trump says we’re back at war, June CPI and Warsh on deck, bank earnings, and other headlines are moving stocks this morning.
Oil Falls to Pre-War Levels: 8 Key Items Shaping the Stock Market Thursday
Micron’s blowout earnings, May PCE, Bank dividend announcements, and other headlines are moving stocks this morning.
IBM Bucks the Bearish Trend — Why I’m in on This Quantum Computing Play
The reason is simple — and here’s the setup.