What’s Good for This Chip Giant Isn’t Good for Its Customers
The largest stock in the market held up the indices but there was plenty of weakness under the surface.
Nvidia Guidance Eases Concerns: 8 Key Items Shaping the Stock Market Thursday
Qatar’s diplomatic efforts, Warsh on deck and other headlines moving the market this morning.
Intuit Spooks Software Stocks: 8 Key Items Shaping the Stock Market Wednesday
Nvidia earnings, oil prices, PCE, potential settlement talks for Meta, and other headlines are moving the market this morning.
China and Iran Push Back on Bessent: 8 Key Items Shaping the Stock Market Tuesday
Boeing’s big win, IPO activity ahead, single-stock ETFs and other headlines moving the market this morning.
What’s Our Game Plan for Palantir?
Let’s discuss PLTR’s oversold condition, increased earnings expectations, and notable valuation.
VIX Warned of SOX Fall. What’s Next?
The data and statistics say we should see more corrective action, but we also got one or two extremes from Friday’s action.
This Market Looks Like It Was Built on a House of Cards
As I look out to the housing market in Miami and beyond to the AI trade, I’m feeling a bit of déjà vu.