Why CoreWeave’s Earnings Call Will Be Important to Watch
Here’s what to keep an eye on as the Nasdaq Composite battles its 200-day moving average.
The Marvell-Lumentum Tie-Up Makes Strategic and Financial Sense
Here’s why the shares are back on our shopping list, and why we’re not making a move just yet.
This Holding Comes Under Pressure Following Acquisition Report
We can see several reasons for a deal, but the real question is how much is Marvell willing to pay up?
Microsoft Stuns, Google Sinks, Oracle Offers Hope: 8 Key Items Shaping the Stock Market Thursday
Marvell’s potential Lumentum bid, Samsung’s comments on chip capacity, and other headlines are moving the market this morning.
Would You Pay Your CEO $6 Billion to Sell the Company to His Other Company?
Elon Musk’s magic $506 number, why he wants to close this deal fast and how I’d trade it.
SpaceX’s Super-Sized AI Capacity Plans: 8 Key Items Shaping the Stock Market Wednesday
Super Micro Computer crushes expectations while United Airlines and Alaska Airlines confirm energy input concerns. Those and other headlines are moving the market this morning.
Why August PCE Shouldn’t Be the Focus: 8 Key Items Shaping the Stock Market Wednesday
Boeing’s Navy win, iPhone Duo expectations, and other headlines moving the market this morning.
Keeping My Price Target as AMD Lands ‘AI Godmother’ in Bold $8.2B Move
After AMD’s parabolic rise, Lisa Su is making an aggressive acquisition, while analysts raise the bar for the stock.
Taiwan Semi’s August Revenue Surges: 8 Key Items Shaping the Pro Portfolio Today
Bullish AI chip comments, Palantir’s AIPCon event, Costco warehouse openings, and other headlines are moving the Pro Portfolio’s holdings.
Cloudflare’s Huge Endorsement: 8 Key Items Shaping the Stock Market Friday
The July Jobs Report, Homebuilder M&A, semi-cap lead times, and other headlines are moving stocks this morning.