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.
I Sold Intel at $108. Now I’m Buying It Back.
After an excellent quarter, Intel’s pullback creates a chance to rebuild a winning trade.
Trump Unveils New Tariffs: 8 Key Items Shaping the Stock Market Friday
Intel’s earnings, Amex reports, mortgage rate headwinds, and other headlines are moving stocks this morning.
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.
Google and Tesla Boost Capex: 8 Key Items Shaping the Stock Market Thursday
Inflation pressures build, AMD’s chip event, United Rentals crushes it, and other headlines are moving stocks this morning.
Bad News for Google and Tesla Is Good News for Chips and Data Centers
Higher capex guidance is punishing hyperscalers while their suppliers celebrate.
Google, Tesla Face Increasing Risk After Market Bounce
Some energetic bounces are raising the stakes for significant earnings set for the near future.
Adding to 2 Chip-Related Plays, Watching Technicals on Another Holding
Earnings this week from Alphabet, Texas Instruments, Intel and others may lead to a few ratings changes.
Taiwan Semi to Hike Prices, AMD Advances, Iran Fighting Expands
Here’s the latest on the war with Iran, threatened tariffs on Canada, and the semiconductors as AMD & Microsoft cozy up with Helios deal.