Alibaba Pushes Back on U.S. Punishment as Stock Dips
China’s tech industry got a domestic AI boost despite fresh allegations of ties to China’s military for Alibaba, Baidu and BYD.
Nvidia Beats But the Market Yawns
This is what corrective bounces look like inside a wave of volatility when we are near a potential turning point.
Big Swing Potential for Nvidia: 8 Key Items Shaping the Stock Market Wednesday
Target’s beat, Lowe’s reiteration, Fed minutes, SpaceX’s underwriters, and other headlines are moving stocks this morning.
Higher Interest Rates Will Make It Even Harder for Nvidia to Satisfy Investors
A clean beat-and-raise that would have been enough three weeks ago may not be enough now.
A Challenge to Nvidia? 8 Key Items Shaping the Stock Market Tuesday
Iran stalemate, Home Depot’s cautious words, Google & Blackstone, AI layoffs, and other headlines moving stocks this morning.
Don’t Trust Bounces as a Turning Point Continues to Develop
Here is my strategy for navigating this difficult market.
A Shift in Market Character Calls for a Shift in Tactics
Bonds are hurting the market and it is time to react to the damage being done.
The Inflation Excuse Is Waiting in the Wings
Chip stocks are rebounding, but nervousness about inflation is building as momentum cools.