What Caught My Eye Today? How Cautious Folks Were on Today’s Rally.
I’ve been expecting a little oversold rally, but not with this level of concern.
Why China Is Throwing Its Support Behind This Chipmaker
The ‘national team’ has stepped into the markets to stem the slide in A shares, propping up stocks ahead of a memory-chip maker’s listing.
Taiwan Semi to Hike Prices, AMD Advances, Iran Fighting Expands
Here’s the latest on the war with Iran, threatened tariffs on Canada, and the semiconductors as AMD & Microsoft cozy up with Helios deal.
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.
Russell Mired in Red Streak as Seasonality Disappoints
If you came into the month banking on a higher July, you are surely disappointed right now.
Keep an Eye Out for the Chance to Sell Biotech
XBI seems to be heading toward support and a bounce would be a good chance to do some selling.
VIDEO: Reading the Market Tea Leaves With Yahoo! Finance
Prepping for hyperscaler earnings and chatting on three others in the Portfolio.
Why the Debt Will Do Us In
As I look at the markets and the economy, this quote by James Carville keeps ringing in my head….
Oil Climbs; AMD Takes Stage; Google, Other Big Earnings on Tap
Iran fighting rages on; Advanced Micro Devices showcases at AI event; GM, Alphabet, IBM, Tesla, Lockheed Martin and American Express among names reporting.
Charting the S&P 500: Still Bullish… But Some Worry
Stocks were mostly down this past week and felt the heat from semiconductor names.