Chart of the Day: Time to Add to Applied Materials?
The massive equipment company has been hit hard by semiconductor selling but now the tide could be turning.
Microsoft Sparks a Rally, Trump Promises Peace, Truth About Traders
Let’s find out if the relief rally can last, whether we can believe fighting will stop in Gaza … and … what I know about that footage of traders on the news.
Putting Capital to Work in 4 Portfolio Holdings
We’re leveraging the market’s pullback and insights from Samsung, Lam Research and Microsoft earnings.
Microsoft Pushes Higher: 8 Key Items Shaping the Stock Market Thursday
OPEC+ meeting expectations, politician Warsh and other headlines are moving stocks this morning.
Fed Preps ‘Most Unpredictable’ Meeting in Years: 8 Key Items Shaping the Stock Market Wednesday
Renewed conflict in the Middle East, Microsoft and Meta earnings and other headlines moving stocks this morning.
Chips Take a Dive, Oil Slides, SpaceX Burns Off … a Trillion
The good news is Iran and the U.S. seem to be talking again. The not-so-good news is the AI tech trade and all its parts are falling fast. Let’s dig in.
The Calm Before the Storm
Lull in fighting between U.S. and Iran to be followed by big earnings by Amazon, Microsoft, Meta, and an economic data deluge. Also, a defense shortage?
ASML’s ‘Bull Flag’ and Guidance Has My Attention: Here’s My Plan
When a ‘monopoly’ offers expansion plans like this it piques my interest.
‘Logic’ Tells Me to Buy Lam Research, but Not Yet
LRCX will be a good stock to buy and maybe soon, but not this morning. Here’s how I’d approach this tech winner.
Chart of the Day: Marvell Is Taking a Breather
The high-energy semiconductors may be undergoing a correction.