Asia’s Response to ‘Nvidia Effect’ May Surprise You
It has been a scary summer of moves in either direction for Asia’s chip sector and the reaction to Nvidia’s guidance may come as a shock.
A Shift in Market Character, Not a Collapse
Sustained upside is less likely from here, as rotation is starting to turn defensive.
Your ETFs Are Making an AI Bet, Whether You Like it or Not
It’s not just tech concentration in the S&P 500; your value, dividend and international funds are also betting on AI.
The Risk We Identified for Applied Materials Has Been Realized, Now What?
We continue to favor the long-term picture, and here is where we may add more shares.
Korean Flash Crash Shows Perils of Out-of-Hours Trading
A single sale of 11 shares caused a maximum 30% selldown in Korean heavyweight SK Hynix. Here’s why volatility is so severe during the Asian trading day.
Party on Wall St.! Palantir, Micron, SK Hynix Invited! (SpaceX, AMD Not…)
Are ‘Happy Days’ here again? Let’s check the stats, charts and the action on Wall Street. Also, guess who’s getting beat up along the way….
Latest Earnings Move the AI Goalposts From U.S. to Asia
The market’s response to the Microsoft-Meta earnings pair and Hynix-Samsung numbers gives a clear indication.
The Bond Market Delivered the Verdict, and It Isn’t Pretty
The 30-year yield hit a 19-year high, and the earnings reports split the hyperscalers.
Fed Preps ‘Most Unpredictable’ Meeting in Years: 8 Key Items Shaping the Stock Market Wednesday
Renewed conflict in the Middle East, Microsoft and Meta earnings and other headlines moving stocks this morning.
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.