Here’s What Scares Me About Semiconductor Stocks
Investor response is very different to earnings announcements from Samsung Electronics and SK Hynix. Here’s why, and what investors should really be watching.
VIDEO: From Apple’s Foldable iPhone to Fed Rate-Hike Odds: 5 Things Investors Need to Watch This Week
What we’ll be following as investor conference season heats up.
Asia’s Response to ‘Nvidia Effect’ May Surprise You
It has been a scary summer of moves in either direction for Asia’s chip sector and the reaction to Nvidia’s guidance may come as a shock.
Updating My Shopping List as We Await Warsh at Jackson Hole
Chips and software rally while the rest of the market struggles.
Nvidia’s Report Is Great for Nvidia, but It’s Complicated for Everyone Else
Robust demand for Nvidia products continues, but someone is paying a hefty price.
Nvidia Lets the AI Trade Roll, CIA in Moscow, Warsh’s Backyard BBQ
Nvidia’s results beat Wall Street expectations by a mile, signaling the AI trade is alive and well.
The Nvidia Wait Is Over. The Real Test Starts Now.
The stock is trading lower after the bell but the big question is how it impacts the broader market.
Investors Await Nvidia Earnings and 2 Major Economic Events
Is inflation high because of tariffs and the Iran war, or just because the economy is running too hot?
3 Factors Align for Bounce Action, but Don’t Be Too Trusting
Nvidia is finally bouncing after six straight down sessions.
Jackson Hole and Nvidia Loom, but Don’t Forget the Elephant in the Room
Will things get a little wild this week? Plus a look a close look at gold, the Utes and two potential tax-loss selling candidates.