Apple Is the One Bright Spot on a ‘Dismal’ Day. This Is Why.
Here’s what bothers me most about this market and four names I’m eyeing on pullbacks.
Fin TV Cheers SpaceX, Now … Crickets
Financial TV talked up SpaceX ($SPCX) for weeks. Now, with viewers bagged, crickets…..
We remain short of SpaceX, which appears close to breaking its IPO price.
From last week: We’re Still Short SpaceX
Also:
I Remain Short SpaceX
2:01 PM · Jul 8, 2026
Positions: Short SPCX vs
7 Inflection Points Investors Shouldn’t Ignore Right Now
The market’s next big move may hinge on these seven issues — but one one matters more than the rest.
Rotation Reverses Ahead of Big Bank Earnings
The SK Hynix IPO performed fairly well but sustained momentum will be difficult.
These Two Biotechs Offer Stability in a Crazy Market
A slow and steady approach with these stable biopharma stocks offers refuge from a market that feels ready to pop.
We’re Still Short SpaceX
Following the conflicted slew of buy initiations from Wall Street’s sell-side, we remain short of SpaceX ($SPCX):
Position: Short SPCX (VS)
Semiconductors Lead, but the Chip Story Is Changing
Even as semiconductors continue to power the market higher, chip makers face a $1 trillion question.
Chip Heavyweight Hynix Projected for $28 Billion Record IPO
Shares in the Korean semiconductor firm are set to list on Friday and raise a record amount for a company based outside of the U.S.
Starbucks’ Software Warning Shot: 8 Key Items Shaping the Stock Market Thursday
Renewed U.S.-Iran attacks, traffic in the Strait, Costco, SK Hynix and other headlines are moving stocks this morning.
5 Market Themes at a Crossroads as We Head Into Earnings
This is a market in transition — and how these themes unfold will determine what happens next.