Taiwan Semi Ups Spending Plans: 8 Key Items Shaping the Stock Market Thursday
War escalation, oil crunch prospects, Uber targeting Delivery Hero, and other headlines moving stocks this morning.
Tech Trade Gets Thorny; Hynix Hit; U.S. to Ramp Up Fight With Iran?
Here’s how I’m handle the tech trade as it gets tough; also, let’s check the latest with Iran, the semis and … some good news on inflationary data.
Chips Under Pressure as Rotation Remains the Key Market Theme
This is not unhealthy action. Here’s how I’m playing it.
The Chips Are Down, the Mags Are Up as the Pendulum Swings
Trump’s defense of data centers helps the market bounce back from an ugly morning.
ASML’s ‘Bull Flag’ and Guidance Has My Attention: Here’s My Plan
When a ‘monopoly’ offers expansion plans like this it piques my interest.
ASML Plans Capacity Additions: 8 Key Items Shaping the Stock Market Wednesday
U.S.-Iran, Nvidia confirms Vera tracking, Apple Intelligence approved in China, and other headlines that are moving stocks this morning.
What Can We Expect as Asia’s Largest Company Readies Earnings?
Chip-foundry market leader TSMC already gave impressive June sales numbers, but there’s plenty riding on guidance for the rest of the year.
High-Stakes Fighting in Hormuz; Hostage to Hynix; Fading ‘Memory’ Basket?
Here’s how I’m handling my memory/storage trades as DRAM ETF, stocks like SanDisk take a hit; also let’s check Iran, the Fed and bank earnings.
Inflation Concerns Explode as Oil Surges and AI Spending Worries Jump
Bank earnings, CPI, and Warsh testimony will keep investors focused on inflation.
New AMD Price Target as Earnings Estimates Grow
Advanced Micro Devices is turning heads on Wall Street with earnings on the horizon.