VIDEO: Tariffs, Oil Spikes and Big Tech Earnings: Markets Brace for Monday
Plus why we’re closely tracking key support levels for the S&P 500 and the Nasdaq Composite.
Watch These Key Levels for the Nasdaq, Treasuries, Tesla, and Alphabet
Tesla and Alphabet pulled the Nasdaq lower, while Treasury yields continued to climb.
Intel, Defense Are Bright Spots as Market Descends Into Ugliness
Oil, yields, and earnings from Tesla and Google create a stench on Wall Street as war and tariffs pave way ahead with looming perils.
A Shift in Market Character, But This Is Not a Bear Market
While the technical damage is significant in places, the selling is driven by CapEx concerns, not deteriorating fundamentals.
Thursday Resolved Nothing and I Still Have Concerns
Let’s run through some of the concerns I have for the current state of the market.
VIDEO: Why We Could Still See 2 Rate Hikes This Year
Plus, inflation pressures, small caps and key levels for the indexes.
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.
Bulls Remain Optimistic, But a Drop In the Nasdaq Could Make Stocks Rally
Most stocks aren’t acting as well as the averages. But a break of the Nasdaq could be the thing to get stocks out of their slump.
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.