Palantir’s New Partner: 8 Key Items Shaping the Stock Market Thursday
Broadcom’s earnings, TSM’s multiyear view on AI chips, the Quantinuum IPO, and other headlines are moving stocks this morning.
Wall St. Takes Hit on Iran Fire, SpaceX Takes Off, Middle-Class ‘Struggle’
Iran ceasefire looks near collapse; SpaceX valuation at $1.75 trillion; Beige Book sees some in middle-income bracket ‘struggling more.’
Key Stock Group Forms Double Top as Market Character Shifts
The most notable shift was increased chatter that the market might be due for a rest.
Elon Musk Sets the SpaceX IPO Price: 8 Key Items Shaping the Stock Market Wednesday
Renewed Gulf hostilities, new Trump tariffs, Bessent testifies and other headlines are moving stocks this morning.
A Ceasefire With Lots of Fire; OECD’s Dire Warning, Another Tariff Try
Let’s check the latest from Iran, the OECD’s dire forecast, another round of tariffs … and my Marvell miss.
A Feast or Famine Market, Bordering on Gluttony
Pockets of frothy action, covering up broad weakness, leave investors in a ‘tricky spot.’
Jensen Huang Blesses Marvell: 8 Key Items Shaping the Stock Market Tuesday
Lebanon’s ceasefire, HPE earnings, Google’s capital raise, and other headlines are moving stocks this morning.
Iran Walks? U.S. Manufacturing Up; Meet the $3.5 Trillion IPO Club!
Let’s check latest in Iran talks as deal appears to stall; manufacturing’s apparent comeback, and sort through the mega IPOs.
AI Trade Sees Remarkable Rotation as Market Concerns Grow
I’m buying two promising biotech names as the market grows more nervous.
2 Stocks on Our Radar as Iran Halts Talks and Inflation Pressures Continue
Let’s discuss the latest out of the Middle East and break down May Manufacturing PMI.