When the ‘AI Inflation’ Hits the Fan
Rising costs associated with AI are weighing on stocks like Apple. But there’s a bigger question looming for hyperscalers.
I’m Eyeing 4 Stocks Today, Including One Hit By a Short Report
Let’s check that Morpheus report and why I want to see another ‘side’ to the story; also, three price targets shift.
Back-to-Back Wins for Boeing Add to Our Bullish Outlook
Here’s the next catalyst we’re watching for the shares.
Apple Gets Hit by ‘100-Year Flood.’ But That’s Missing the Real Story.
Here’s why Apple’s selloff was overdone.
Bitcoin Won’t Bottom Until This Happens
Before I get serious about a bottom, I want to see real capitulation. That may mean even the most committed buyer finally cries uncle.
SpaceX and Russell Reconstitution: 8 Key Items Shaping the Stock Market Friday
Samsung & SK Hynix’s big spending plans, a potential OpenAI IPO push off, SpaceX wireless service, and other headlines are moving stocks.
Stock Picking Is Working as Mag 7 and Chips Battle. Here’s What I’m Trading.
I’m heavily weighted in this one sector, while adding to one name on news.
Micron Report Is Greatest in Recent ‘Memory’. Here’s How I’m Responding
Micron’s quarterly report could be among the best in the history of corporate America. But will we see a Hynix hiccup?