But What Will Warsh Say?: 8 Key Items Shaping the Stock Market Wednesday
Norfolk Southern warns on fuel prices, Boeing finalizes a big win, OpenAI considers another capital raise, and other headlines moving the market this morning.
Will the World’s Most Successful Stock List U.S. Shares?
This Japanese chipmaker, which has produced world-leading stock performance since its debut in late 2024, would be following the example of Hynix in seeking a U.S. listing.
Wall Street Fears an AI Slowdown. I’m Not Buying It.
It’s a considerable leap from slowing AI development to assuming the industry will need less computing power.
Why I Bought Nvidia Into Monday’s AI Panic
The AI selloff has investors running. I’m doing the opposite.
Reading Through Comments From Applied Material’s Investor Conference
Signs point to tight chip capacity remaining in play for some time leading to favorable pricing.
New Intel Price Target After CPU Hike Report
A significant upgrade for the Big Tech firm turned heads on Wall Street.
Broadcom Update Keeps Eyes on the Prize
Multiple ramping programs underscore the company’s massive AI chip ramp.
Buying More of This Semi-Cap Play on Tightening Industry Capacity
Tight capacity levels bode well for orders and favorable pricing, bringing nice operating leverage.
Broadcom Shares Robust Multi-Year Outlook: 8 Key Items Shaping the Stock Market Thursday
Microsoft resentments, earnings from HPE, Snowflake and Ciena, plus other headlines moving the market this morning.
The Market Keeps Changing Horses. Will ‘Ordinary’ Become the New Opportunity?
From AI to quantum computing to rocket stocks, what’s the next thing for the trend followers? Maybe it’s hiding in plain sight.