Nvidia’s $500B Plan, Intel Raises Cash, Iran Digs In
Here’s my take on Intel after it taps the capital markets, that huge Nvidia plan, and the lack of a deal with Iran.
Don’t Be Fooled by Monday’s Pullback, Treasury Yields Are Headed Higher
Attractive Treasury yields could pull capital away from stocks and into bonds.
With Situational Awareness the Key to This Market, Here Are 5 Trends to Watch
From staggering market cap changes to the AI trade, here is the latest for investors to know.
Interest Rates Set to Move Higher for Longer as Inflation Persists
With the AI bubble looking to “jump the shark” and conflict in the Middle East ongoing, the Federal Reserve has little choice.
The Big Question as an Important Earnings Week Arrives
Tech leaders face a key test, but has the ‘equation’ been reset? Plus, two China headlines to know about and my game plan for the week.
Taiwan Semi Ups Spending Plans: 8 Key Items Shaping the Stock Market Thursday
War escalation, oil crunch prospects, Uber targeting Delivery Hero, and other headlines moving stocks this morning.
ASML Plans Capacity Additions: 8 Key Items Shaping the Stock Market Wednesday
U.S.-Iran, Nvidia confirms Vera tracking, Apple Intelligence approved in China, and other headlines that are moving stocks this 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.
Inflation Cools, but the Market Still Lacks Leadership
The focus turns to earnings as AI and chip leaders struggle.
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.