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.