Google and Tesla Boost Capex: 8 Key Items Shaping the Stock Market Thursday
Inflation pressures build, AMD’s chip event, United Rentals crushes it, and other headlines are moving stocks this morning.
Bad News for Google and Tesla Is Good News for Chips and Data Centers
Higher capex guidance is punishing hyperscalers while their suppliers celebrate.
Amid Chip and Memory Bounce, This One Name Stands Out
While the SOX breaks down, this stock keeps holding up.
Super Micro Sends Positive Signal as Investors Await Google, Tesla and IBM
The SMCI reaction is a taste of what lies ahead, but tonight is the real test.
Why China Is Throwing Its Support Behind This Chipmaker
The ‘national team’ has stepped into the markets to stem the slide in A shares, propping up stocks ahead of a memory-chip maker’s listing.
Adding to 2 Chip-Related Plays, Watching Technicals on Another Holding
Earnings this week from Alphabet, Texas Instruments, Intel and others may lead to a few ratings changes.
Taiwan Semi to Hike Prices, AMD Advances, Iran Fighting Expands
Here’s the latest on the war with Iran, threatened tariffs on Canada, and the semiconductors as AMD & Microsoft cozy up with Helios deal.
Hope Boosts the Market, But High Stakes Earnings Create Risky Dynamic
The semiconductors are seeing their best bounce since the correction began. Here’s how I’m playing things.
SOX Faces Major Test After Relief Rally
Is it still the semis’ world that we’re living in or will the market show some real fear?
Despite Semis Shock, the Market Remains Firmly Complacent
Do we bounce early and then go down again or do we just slide? That will tell traders a lot.