Thanks to Salesforce, ServiceNow, the Contrarian SaaS Bet Is Paying Off
The Software-as-a-Service (Saas) apocalypse hasn’t arrived, despite the growth of AI.
Seven Straight Down Days for NVIDIA. Are Investors Antsy Yet?
While I won’t take sides on NVDA before it announces earnings this week, I do have a read on the indicators and charts for you.
Weekly Roundup: An Electric Week for the Market Was Also a Great One for the Portfolio
We added to one holding this week, and locked in outsized gains for two others.
From Microsoft to Oracle, Charting Software Stocks Amid Resurgence
Software stocks like Palantir and CrowdStrike are heating up as the sector regains favor with investors.
Bad News for Google and Tesla Is Good News for Chips and Data Centers
Higher capex guidance is punishing hyperscalers while their suppliers celebrate.
Google Seizes the Spotlight Ahead of Earnings: 8 Key Items Shaping the Stock Market Wednesday
No end in sight for renewed U.S.-Iran pressures, Jensen Huang on China AI models and other headlines are moving stocks this morning.
Super Micro Sends Positive Signal as Investors Await Google, Tesla and IBM
The SMCI reaction is a taste of what lies ahead, but tonight is the real test.
Google, Tesla Face Increasing Risk After Market Bounce
Some energetic bounces are raising the stakes for significant earnings set for the near future.
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.
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.