IBD Says Go to Cash. I’m Looking for Rotation.
Investor’s Business Daily cut its suggested exposure to 0% to 20%. The indexes are weak, but money is moving into the stocks that were left behind.
Tech Weighs on the Market, Midterms and Inflation Data Around the Corner: 8 Key Items Shaping the Stock Market Friday
Microsoft’s debt deal, Binance’s $6.3 billion hack and other headlines moving the market this morning.
Will Investors Rotate or Run as the AI Reset Gains Traction?
Amazon gave investors a promising story for its cloud business, but the market is worried about short-term costs.
Microsoft Stuns, Google Sinks, Oracle Offers Hope: 8 Key Items Shaping the Stock Market Thursday
Marvell’s potential Lumentum bid, Samsung’s comments on chip capacity, and other headlines are moving the market this morning.
OpenAI and Oracle to Use Google Chips: 8 Key Items Shaping the Stock Market Wednesday
SK Hynix and ASM International see tight chip capacity, here comes Fed Chair Kevin Warsh and other headlines moving the market this morning.
Meta and Broadcom-Anthropic Financing Deals: 8 Key Items Shaping the Stock Market Tuesday
Earnings from Boeing and Welltower, prepping for Paccar’s results plus other headlines moving the market this morning.
AWS Sells Out of Capacity Into 2028: 8 Key Items Shaping the Stock Market Monday
Big AI and data center focused earnings, SpaceX’s $40 billion capital raise, and other headlines moving the market this morning.
Oil Up Again Ahead of Flash October Inflation Data: 8 Key Items Shaping the Stock Market Friday
Amex delivers, OpenAI’s capital raise and a potential one for Meta. Plus other headlines moving the market this morning.
Why I’m Looking to Add Exposure After the Nasdaq’s Worst Day Since June
Thursday’s selloff isn’t a signal to cut exposure. It is a signal to look where the money is going.
Market Braces for Even Higher Oil Prices: 8 Key Items Shaping the Stock Market Thursday
Meta’s earnings, P&G’s warning and other headlines moving the market this morning.