Here’s Our Game Plan for Applied Materials and Marvell
The demand picture remains strong, but market conditions mean focusing on support levels.
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.
Is China Really to Blame for the Chip-Driven Tech Wreck?
Semiconductor stocks are selling off hard, a scary picture in a key week for earnings. But is the ‘China factor’ really to blame?
The Screens Look Worse Than the Breadth
Ugly action in technology is dragging down names that have nothing to do with AI.
4 Problems Converge on the AI Sector as Investors Await Earnings
Four issues have arrived at the same time. But they are not the same problem. Here’s what to know.
Earnings Dynamics Have Changed With Biggest Reports Ahead
Semiconductor weakness lifted the hyperscalers again while the market waits on the Fed.
The Looming Debt Threat
While most investors are focusing on the Q2 earnings reports and Iran, I am watching the credit markets closely. Here’s why.
VIDEO: What We’re Watching as a Flurry of Holdings Prepares to Report
Plus, what’s on our Palantir radar screen and an upcoming podcast guest.
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?
Lower Expectations May Be Exactly What This Market Needed
The negative reaction to good earnings reports last week may have created better conditions for the big reports that hit this week.