Broadcom Bleeds, Semis Sink, Will Jobs Numbers Stink?
After a week that feels like pulling teeth, let’s check on the ‘rotation,’ the semiconductors and brace for the jobs report.
Semiconductor Sell-Off Creates Powerful Rotation
Instead of causing concern, the selling in semiconductors triggered vigorous buying.
Palantir’s New Partner: 8 Key Items Shaping the Stock Market Thursday
Broadcom’s earnings, TSM’s multiyear view on AI chips, the Quantinuum IPO, and other headlines are moving stocks this morning.
It’s Time to Make Some Moves as a Shift in Market Character Develops
Chips rolling over on Broadcom and IBIT testing structural support are testing the market.
It’s Still the Semis’ World… Until It Isn’t
What if the semiconductor stocks start acting like Amazon?
Market Shifts Into Full Mania Mode
As AI trade continues to enter more and more radical territory, I’m bracing for a bad ending.
SoftBank Overtakes Toyota as Japan’s Largest Company
Tech-stock gains have pushed TSMC, Samsung and Hynix into the $1 trillion club, while SoftBank is the largest Tokyo listing by market cap.
How to Approach ‘Next Trillion-Dollar Co.’ Marvell Late in Game
We missed making some money in Marvell over 2026, so here’s how I’d handle the name now, and in the longer term.
2 New Price Targets for Nvidia on New RTX Spark AI Chip
Nvidia’s RTX Spark AI-focused chip will power computers using Microsoft Windows.
Chart of the Day: Broadcom Is Certainly Moving in the Right Direction
Set to report earnings this week, the big chip manufacturer tags an all-time high prior.