The Information Was Fine. The Reactions Were Not.
The gloom is thick, but fundamentals are not the problem. Plus, an important reminder for investors after a trying week.
I Sold Intel at $108. Now I’m Buying It Back.
After an excellent quarter, Intel’s pullback creates a chance to rebuild a winning trade.
Trump Unveils New Tariffs: 8 Key Items Shaping the Stock Market Friday
Intel’s earnings, Amex reports, mortgage rate headwinds, and other headlines are moving stocks this morning.
SK Hynix’s 32% Mystery: Why the Shares Trade at a Huge U.S. Premium
There are odd trading patterns developing for tech stocks on either side of the Pacific. And there’s a specific reason why trading in Hynix is particularly weird.
Time to Buy Michael Saylor’s Strategy as Bitcoin Price Finds Support?
Two beaten-down names, Super Micro Computer and Strategy, are moving higher. But can the rallies continue?
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.