Broadcom Bleeds, Semis Sink, Will Jobs Numbers Stink?
After a week that feels like pulling teeth, let’s check on the ‘rotation,’ the semiconductors and brace for the jobs report.
We’re Upgrading Our Broadcom Price Target and Rating
Despite a modest miss, the larger AI chip opportunity remains our focus.
I’m Eyeing 3 Names Amid Market Rotation
Here’s my strategy as the Dow rises as cash rotates out of overbought semiconductor stocks.
Palantir’s New Partner: 8 Key Items Shaping the Stock Market Thursday
Broadcom’s earnings, TSM’s multiyear view on AI chips, the Quantinuum IPO, and other headlines are moving stocks this morning.
It’s Time to Make Some Moves as a Shift in Market Character Develops
Chips rolling over on Broadcom and IBIT testing structural support are testing the market.
Market Shifts Into Full Mania Mode
As AI trade continues to enter more and more radical territory, I’m bracing for a bad ending.
Marvell Set for Gains After Nvidia CEO’s ‘Trillion Dollar’ Projection
Nvidia CEO Huang believes Marvell Technology is a $1 trillion stock.
Marvell-ing at This Short!
I covered all of my ($MRVL) short at $309.30 (shorted at $336 at 4:15 a.m.) for a quick and good profit.
Position: None
Elon Musk Sets the SpaceX IPO Price: 8 Key Items Shaping the Stock Market Wednesday
Renewed Gulf hostilities, new Trump tariffs, Bessent testifies and other headlines are moving stocks this morning.
A Ceasefire With Lots of Fire; OECD’s Dire Warning, Another Tariff Try
Let’s check the latest from Iran, the OECD’s dire forecast, another round of tariffs … and my Marvell miss.