Chips Under Pressure as Rotation Remains the Key Market Theme
This is not unhealthy action. Here’s how I’m playing it.
As the Semis Teeter on Support, Let’s Check in on Sentiment
That 12,000 level in the Semis that was once resistance is now support. Will it hold? Will the semis make way for the others to rally?
A Pop in PayPal Despite a Sloppy Market
Since I recommended PayPal, it was up nicely, until today’s takeover talk, which sent shares up even more.
This ETF Says It Beats the Market. Here’s the Catch.
AVUV bets on cheap, small stocks besting the market. The edge is real, but streaky. Here’s who should consider it.
Cool CPI, Sharp Warsh, Booming Banks
Let’s check on inflation, what Fed Chief Warsh told lawmakers, the banks and my latest take on the chart.
Inflation Cools, but the Market Still Lacks Leadership
The focus turns to earnings as AI and chip leaders struggle.
Not to Be Cringey, but an Awful Lot of Stocks Are Down an Awful Lot
The NASDAQ 100 may be near new highs, but half of its constituents are down more than 20%. Let’s dig in to see what that means for the future.
Nvidia Is Back in Charge, but the Rest of the Market Isn’t Following
While Nvidia powers higher, market breadth continues to weaken, defensive sectors are losing momentum, and several key indicators remain out of sync.
What Can We Expect as Asia’s Largest Company Readies Earnings?
Chip-foundry market leader TSMC already gave impressive June sales numbers, but there’s plenty riding on guidance for the rest of the year.