Tech Leads a Subdued Open on a ‘Triple Witching’ Friday
U.S equities are mixed Friday morning with Tech names providing some boost while other names lagged as bond yields rebounded.
Oil Ticks Lower, Steel Sends Warning: 8 Key Items Shaping the Stock Market Friday
Buffett steps down, the FCC and SpaceX’s Starlink Mobile and other headlines moving the market this morning.
The Sun Rises on Wall Street
We didn’t expect the kind of market strength we saw on Thursday as yields and oil fell. The big question now: Can it keep up?
After the Fed, Let’s Return to Regularly Scheduled Programming
With the Fed decision out of the way, let’s discuss the market reaction, energy prices, the Japanese yen, ‘Cheap Chinese Compute’, Space, and how to position now.
Airlines Increase Ticket Prices Amid Fuel Surge: 8 Key Items Shaping the Stock Market Thursday
Boeing CEO on production ramp, CruxAI funding and other headlines moving the market this morning.
Fuel for Growth: 3 Big Energy Stocks Get New Price Targets
As oil prices continue to rise, these three stocks show solid upside potential.
Bank of America Sends Interest Rate Warning: 8 Key Items Shaping the Stock Market Tuesday
Amazon’s Prime Big Deal Day news, crypto’s big vote and other headlines moving the market this morning.
The AI Spend Grabs Headlines, But the Economy Really Hinges on This
There is a lot of debate about compute spending, but investors should be more focused on these two developments.
Anthropic, Musk Call for Slower AI Development: 8 Key Items Shaping the Stock Market Monday
Oil climbs, the market’s Fed rate hike call grows, and other headlines are moving the market this morning.