The Post-Earnings ‘Lull’ Continues
End of day rundown of all that you should know for September 8th.
Nvidia Guidance Eases Concerns: 8 Key Items Shaping the Stock Market Thursday
Qatar’s diplomatic efforts, Warsh on deck and other headlines moving the market this morning.
Bessent Today, Warsh Friday: 8 Key Items Shaping the Stock Market Monday
Nvidia’s price increase, Trump and Canada, and other headlines are moving the market this morning.
Options Traders Bullish, But Fewer Stocks Hit New Highs. Is the Rally Sustainable?
The speed with which options traders have turned bullish is a little too quick for comfort. Will we reach overbought before backing off?
Microsoft Delivers the AI Relief Investors Were Looking For
Capital spending is still rising, but margin pressure and cash flow are manageable.
Microsoft Pushes Higher: 8 Key Items Shaping the Stock Market Thursday
OPEC+ meeting expectations, politician Warsh and other headlines are moving stocks this morning.
Fed Preps ‘Most Unpredictable’ Meeting in Years: 8 Key Items Shaping the Stock Market Wednesday
Renewed conflict in the Middle East, Microsoft and Meta earnings and other headlines moving stocks this morning.
Is China Really to Blame for the Chip-Driven Tech Wreck?
Semiconductor stocks are selling off hard, a scary picture in a key week for earnings. But is the ‘China factor’ really to blame?
Taiwan Semi’s Higher Spending Is Spooking Markets. It Shouldn’t.
Here’s why the chip behemoth’s earnings should comfort semiconductor investors rather produce nervousness.
Nasdaq 100 Passes Technical Test; Semis’ Tough Week; Iran Spat Calms?
Let’s dive into the charts and why they point to a possible a.m. tech rally; look down at ON Semiconductor, Arm Holdings and Qualcomm; and check the latest on Iran.