A Change in Market Character Is Brewing, but It Still Needs Proof
Small-caps and transports led a broad rally, but a durable uptrend needs follow-through, and volatility isn’t going away.
Why CoreWeave’s Earnings Call Will Be Important to Watch
Here’s what to keep an eye on as the Nasdaq Composite battles its 200-day moving average.
Wall Street Just Torched $2.5 Trillion Over a Word It Doesn’t Understand
New governors want a better deal for their towns, not a dead AI buildout, and the investors who figure that out first could clean up.
Wall Street’s Painful Lesson: All Politics Is Local
For many investors and traders, Thursday’s backlash was not about the blue wave nationally, but locally. Also, how I’m handling a potential Nvidia nightmare….
Political Trades Seem Obvious After Elections. That’s What Makes Them Dangerous.
The rotation continues, with a new cast of winners and losers.
From Blue Wave to Flood of Green
Let’s see how and why the midterms gave a boost to Wall Street, and examine why even some tech giants surged — while others dropped.
A New Crop of Winners and Losers Is Emerging After a Major Political Shift
Rotation is still the story, but the election has changed its shape.
First Day of Trading After Midterms Proves a Challenge
The Dow surged and new highs topped 300, but the leadership keeps shifting before charts can develop.
Why Midterm Change Won’t Disrupt the AI Buildout as Much as Feared
Let’s ask some key questions and game things out amid a potential market knee-jerk reaction.
Watching This Rare-Disease Biotech as Hyperscalers Lead Post-Election Market
Voters hit data centers on Tuesday, but the companies that already own the capacity are the winners.