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.
Is China Really to Blame for the Chip-Driven Tech Wreck?
Semiconductor stocks are selling off hard, a scary picture in a key week for earnings. But is the ‘China factor’ really to blame?
Chips Take a Dive, Oil Slides, SpaceX Burns Off … a Trillion
The good news is Iran and the U.S. seem to be talking again. The not-so-good news is the AI tech trade and all its parts are falling fast. Let’s dig in.
Earnings Dynamics Have Changed With Biggest Reports Ahead
Semiconductor weakness lifted the hyperscalers again while the market waits on the Fed.
Five Reasons I’m Real Nervous About the Chip Sector
Cheap Chinese computing, sagging artificial intelligence use and data center backlash are among the reasons I’m wary of the semiconductor sector.
Lower Expectations May Be Exactly What This Market Needed
The negative reaction to good earnings reports last week may have created better conditions for the big reports that hit this week.