ASML Plans Capacity Additions: 8 Key Items Shaping the Stock Market Wednesday
U.S.-Iran, Nvidia confirms Vera tracking, Apple Intelligence approved in China, and other headlines that are moving stocks this morning.
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.
Digging Into Comments from IBM and JPMorgan Chase
What we find is supportive of AI adoption and usage, and several Portfolio holdings.
IBM and the Market’s Mood: 8 Key Items Shaping the Stock Market Tuesday
Trump says we’re back at war, June CPI and Warsh on deck, bank earnings, and other headlines are moving stocks this morning.
Back to Work With a Key Market Level You Should Be Watching
It’s a choppy market that can slice, dice, and chop your portfolio. Here’s what I’m paying attention to.
7 Inflection Points Investors Shouldn’t Ignore Right Now
The market’s next big move may hinge on these seven issues — but one one matters more than the rest.
Doubling Up on Nvidia Puts
I doubled up on my Nvidia ($NVDA) put position on Friday.
Position: Long NVDA Puts
Weekly Roundup: Portfolio Extends Lead, Adds Firepower Ahead of Earnings Season
We locked in gains on three holdings, giving our cash levels a boost as the Q2 earnings season heats up.
Rotation Reverses Ahead of Big Bank Earnings
The SK Hynix IPO performed fairly well but sustained momentum will be difficult.