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.
Explosive Ceasefire, Nvidia Shows ‘Spark’, Dimon Eyes Exuberance
U.S. and Iran trade fire over the weekend, Nvidia unveils a new super chip, and Jamie Dimon says exuberance ain’t so bad …
World-Leading Stock Rally Gets Pension Fund Support
Here’s how the National Pension Service in Korea is changing its allocation to Wall Street assets and domestic stocks.
Drones Catch a Bid as Investors Await News on Iran and Inflation
Let me tell you about the latest ‘hot pocket’ and one name I’m long and watching.