The AI Boom Has an Electric Bill. Here’s Who Gets Paid.
AI needs more than Nvidia chips. Here are the companies ‘powering’ the AI buildout.
Tech Looks to Rebound, But Earnings Will Determine If it Sticks: 8 Key Items Shaping the Stock Market Monday
Microsoft walks on Nscale, food inflation poised to accelerate and other headlines moving the market this morning.
Earnings Will Test Whether AI Growth Estimates Are Real
Chip stocks are bouncing Monday morning, but AI valuations built on predicted earnings are being questioned.
If You Think the Semis Are Weak, Take a Look at These Stocks
Semiconductors are part of a long list of stocks that are down. The good news is that so many are down that this might be good news for investors.
The Week Ahead: The Rotation Continues
AI worries are pressuring Tech and sending yields lower as we embark on a heavy earnings week including several names in the cross-hairs.
Weekly Roundup: The AI Trade Got Smacked. We’re Following the Data, Not the Fear
We put capital to work in two holdings, exited another and bumped up our price target for a long-time position.
Tesla’s Space-Age Car Creates Awe, the Chart Pattern Creates Opportunity
Let’s check out the ‘jumping’ Roadster vehicle and why I see a potential short-term trading opportunity in TSLA.
The Market Is Undergoing a Change in Character as AI Splits Into 2 Groups
The hyperscalers pay for AI out of their own cash. The companies that borrow to build it are starting to trade like rate-sensitive stocks.
Cleaning Up the Portfolio’s Bullpen
We’re adding three new contenders, and kicking four to the curb.
Time to Make Some Moves as Things Get Ugly for the $10,000 Portfolio
Four buys, one sale and one exit as we fight back and right the ship.