High-Stakes Fighting in Hormuz; Hostage to Hynix; Fading ‘Memory’ Basket?
Here’s how I’m handling my memory/storage trades as DRAM ETF, stocks like SanDisk take a hit; also let’s check Iran, the Fed and bank earnings.
AI Hype Is Obscuring Some Pretty Dire Warning Signs
Small business bankruptcy filings are spiking, more cracks are forming in the housing market … and eventually something’s gotta give.
7 Inflection Points Investors Shouldn’t Ignore Right Now
The market’s next big move may hinge on these seven issues — but one one matters more than the rest.
Whispers of Black Monday as S. Korean Stocks Sink, Iran Fighting Resumes
I don’t think it’s ugly enough for a 1987 repeat, but just the idea can put a trader on edge. Let’s check the latest of the markets, Iran conflict, the Fed.
Meta’s AI Chip Plans Revealed: 8 Key Items Shaping the Stock Market Friday
SK Hynix’s IPO pricing, Micron’s spending, Delta’s earnings, and other headlines are moving stocks this morning.
Starbucks’ Software Warning Shot: 8 Key Items Shaping the Stock Market Thursday
Renewed U.S.-Iran attacks, traffic in the Strait, Costco, SK Hynix and other headlines are moving stocks this morning.
War Returns, Semis Snap Back, Fed Frets Over … AI Inflation?
Let’s check the latest in the war on Iran, how SanDisk climbed along with the semiconductors, the Fed’s new concern … and, wow, the indirect bidders!
5 Market Themes at a Crossroads as We Head Into Earnings
This is a market in transition — and how these themes unfold will determine what happens next.
Bad ‘Memory’!; I’m Trimming & Bailing on These Tech Stocks; Peace … Out?
It’s looking tough out there on several fronts, including on Iran, the storage/memory stocks like SanDisk and Seagate, and tech names like Intel.
The Iran War Is Back and Causing Broader Market Weakness
Rotational action has been a safe haven, but it is now under pressure.