Magnificent Seven Hits All-Time High but it’s Not What it Seems
It was an upbeat day driven by poor positioning and too much negativity.
Market Returns to Unhealthy Trend, But I’m Not Complaining
Traders reacted to the oversold conditions and, most likely, the Magnificent Seven.
I’m Building a Bigger Position in This Fast-Growing Energy Play
One of the favorite names on my shopping list, this is a way to own the fastest-growing oil and gas fields in the world.
4 Things That Will Drive the Market From Here
With Big Tech earnings behind us, the setup for August is clearer. Here’s my strategy and the one stock I’m watching.
We’re Boosting Our Amazon Price Target
Let’s discuss expanding AWS revenue, backlog and margins, and prospects for further shopping share gains.
The Market Has Changed Its AI Test
Four hyperscalers combined will spend $725 billion this year, but some are achieving better returns. The single AI trade era is over.
VIDEO: Why Amazon’s AWS Results Are Likely to Be More Like Microsoft’s Than Meta’s
Let’s connect more dots from rising AI and cloud revenue to our holdings.
The Bond Market Delivered the Verdict, and It Isn’t Pretty
The 30-year yield hit a 19-year high, and the earnings reports split the hyperscalers.
Chart of the Day: Meta’s Day of Reckoning Is Here
This mega-cap is set to report earnings on July 29 amid downbeat expectations.