Samsung’s Looming Labor Strife Could Reverse Semiconductor Surge
Will Samsung Electronics workers walk off the job? And how can U.S. investors access the Korean chip sector, which has made Seoul stocks the world’s best performers?
A Challenge to Nvidia? 8 Key Items Shaping the Stock Market Tuesday
Iran stalemate, Home Depot’s cautious words, Google & Blackstone, AI layoffs, and other headlines moving stocks this morning.
This Market Can’t Keep Pricing in Good News as China, Iran Updates Disappoint
The market cannot continue to be surprising by semiconductor earnings.
We Are Boosting Our Price Target for This Semiconductor Star
Rising demand and margin leverage put this Pro Portfolio holding is a strong spot.
As Stretched Names Get Hit, Will Downside Momentum Spread?
Sell-the-news pressure emerges as AMD, Intel trade off and interest rates spike higher.
Our Game Plan for Applied Materials and Its Earnings Report After the Close
We’re taking stock of consensus expectations and management’s prior expectations for 2026.
As China Summit Steals Headlines, I Am Eyeing These Three Stocks
This is how I’m trading 3 names as I navigate a choppy market amid U.S.-China meeting.
The Inflation Excuse Is Waiting in the Wings
Chip stocks are rebounding, but nervousness about inflation is building as momentum cools.
Macro Headwinds Build, But They Can’t Stop the Chip Rampage
This is the part of the recent action that has bears scratching their heads.