Big Tech Earnings, the Fed and Iran Are in Play as the Market Tries to Recover
Alphabet and Microsoft report after the close, and Warsh takes the stage.
AI Frenzy Returns to Wall Street as Chip Stocks Explode Higher Before Big Tech Earnings
A wave of AI-related deals sent semiconductor shares soaring, helping the Nasdaq rally while investors prepared for the Fed and crucial earnings from Microsoft and Google parent Alphabet.
Would You Pay Your CEO $6 Billion to Sell the Company to His Other Company?
Elon Musk’s magic $506 number, why he wants to close this deal fast and how I’d trade it.
We’re Buying Shares of 3 Portfolio Holdings
After AI infrastructure funding deals and learnings from Celestica and Cadence Design, we’re making several moves.
Meta and Broadcom-Anthropic Financing Deals: 8 Key Items Shaping the Stock Market Tuesday
Earnings from Boeing and Welltower, prepping for Paccar’s results plus other headlines moving the market this morning.
The Story of the Market Is Access to Capital, Not Its Cost
Anthropic needs Broadcom guarantees to obtain massive loans.
A Tech Led Rebound to Kick Off the Week
Let’s dig in following an up day on Wall Street to see what’s happened and what to expect.
AI Sees Weak Bounce While Anthropic Filing Fails to Resolve Concerns
Chips and the mega caps bounced, but breadth was weak and new lows stayed high.
Microsoft Announces Massive Employee Buyout Program
This sets the stage for Wednesday’s afternoon comments about capex and free cash flow.
Neocloud Providers Become the Canaries in the AI Coal Mine
This new inflection point might just be the pin that finally pops the AI bubble.