Semiconductors Have Rallied for Four Days. Can They Make it Five in a Row?
Not much changed in the market today, with the broadening out trade petering out. But can semis save the day?
With Doubts About Hyperscale Investment, Here Are 2 AI Plays I Like
As hyperscalers make the biggest infrastructure wager in history, there are two AI-related bets I believe in.
Can the AI Infrastructure Trade Keep Up the Momentum?
The the odds of no rate hike in 2026 have jumped to 28% from 11% a month ago.
CPI Sets Up Dull Session With a Bid Underneath
Too many people were positioned for a pullback that has not come.
Remember, You Don’t Have to Trade Every Day
Don’t let the itch to stay busy push you into suboptimal trades.
AI Trade Looks Pretty Smart, For Now
CoreWeave’s earnings blow away expectations and FoxConn looks pretty sharp. Let’s see what these could say about the overall state of the AI trade.
Hope Boosts the Market, But High Stakes Earnings Create Risky Dynamic
The semiconductors are seeing their best bounce since the correction began. Here’s how I’m playing things.
Don’t Be Fooled. There’s Ugliness Hiding Under the Surface.
The indexes Thursday did not reflect the carnage in recent leaders and chip names and the ‘aroma of fear.’
Broken Charts, Bullish Analysts: How I’m Trading Data Center Stocks
The big data center names have strong revenue growth and demand that will last years, but is it time to buy?
Chip Heavyweight Hynix Projected for $28 Billion Record IPO
Shares in the Korean semiconductor firm are set to list on Friday and raise a record amount for a company based outside of the U.S.