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.
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.
Charting the S&P 500: Still Bullish… But Some Worry
Stocks were mostly down this past week and felt the heat from semiconductor names.
Weekly Roundup: Chip Rout Tests the Market, but Here’s How We Aim to Capitalize
We raised a few price targets, added to three holdings, and locked in big gains in another.
Sold My Nvidia Puts
I sold my Nvidia ($NVDA) puts for a small profit on the morning whoosh.
I plan to repurchase if the shares rally much more.
Position: None
Leveraged ETFs Hike Market Volatility: 8 Key Items Shaping the Stock Market Friday
China’s Mooshot AI model, Coca-Cola hacked, Netflix, and other headlines moving stocks this morning.
Taiwan Semi’s Higher Spending Is Spooking Markets. It Shouldn’t.
Here’s why the chip behemoth’s earnings should comfort semiconductor investors rather produce nervousness.