The Risk We Identified for Applied Materials Has Been Realized, Now What?
We continue to favor the long-term picture, and here is where we may add more shares.
The Semis/Tech Trade Finally Sees a Change
On Thursday, folks discovered the semis are still the sort of stocks they like.
TSM Revenue Surges Higher: 8 Key Items Shaping the Stock Market Monday
Trump “low-keying” it with Iran, Meta’s new AI model and other headlines moving stocks this morning.
Korean Flash Crash Shows Perils of Out-of-Hours Trading
A single sale of 11 shares caused a maximum 30% selldown in Korean heavyweight SK Hynix. Here’s why volatility is so severe during the Asian trading day.
Party on Wall St.! Palantir, Micron, SK Hynix Invited! (SpaceX, AMD Not…)
Are ‘Happy Days’ here again? Let’s check the stats, charts and the action on Wall Street. Also, guess who’s getting beat up along the way….
Palantir and Onsemi Calm AI Concerns: 8 Key Items Shaping the Stock Market Tuesday
What to watch with SpaceX earnings, U.S munition pain point, Duke Energy’s capital plan, and other headlines are moving stocks this morning.
Trump’s Ultimatum, Manufacturing Cranks Up, Palantir Pops
Trump means it … this time … on Iran; U.S. manufacturing churns higher, and Palantir? Wow!
2 Value Stock Picks Emerge as Saas-SOX Correlation Persists
Here is a pair of lesser-known names that are delivering for investors.
The Fed, the Rotation, and Why IBD Is at Minimum Exposure
As the Fed decision sets up for a strong reaction, here’s what to watch. Plus, why IBD is at minimal market exposure while the Dow rallies.
Here’s Our Game Plan for Applied Materials and Marvell
The demand picture remains strong, but market conditions mean focusing on support levels.