‘Big Short’ Michael Burry Shorts the AI Trade
Was Wednesday’s poor market performance a warning of things to come?
VIDEO: Our Big Tech Holding Wants to Challenge AWS, Azure and Google Cloud
Plus, reviewing the latest economic data and some positive findings on inflation.
I’m Betting This Meme Play Could Become a Healthy Trade
Here’s why this subscription healthcare and lifestyle company could muscle up soon — and why you should proceed with caution.
After a 100% Gain in 3 Months, We’re Trimming This AI Infrastructure Play
Here’s how we’re locking in gains without abandoning a big winner.
Sticking With This Alto Ingredients Price Target as Breakout Develops
Readers should take note of some action in the stock chart for this small-cap name.
Meta Building Cloud Biz to Sell Excess AI Compute
META ($META) is saying that it is building its cloud business to sell excess AI compute.
The Nasdaq and AMZN ($AMZN) are moving lower on the headline.
Positions: Long AMZN VS; Short QQQ M
What Will Warsh Say? 8 Key Items Shaping the Stock Market Wednesday
Trump favors diplomacy with Iran, Nike’s continued challenges, Citi cuts its crypto outlook, and other headlines moving stocks this morning.
Mag 7 Down $2.3T!; The SpaceX IPO Order Mystery; Semis Spring Back
Let’s check how far the Magnificent 7 market cap fell in June, a strange Korean broker drama, and Warren Buffett’s caution on Gates Foundation.
Mag 7 Action Improves, But Biotech Keeps Delivering the Real Wins
While reverse rotation drives Nasdaq bounce, poor breadth suggests it can’t be trusted.
Why I’m Eyeing Prices, Biotech and AI in Q3
As the second quarter skims some froth off the technology trade, let’s see why these three areas are key to watch in Q3.