Tech Weighs on the Market, Midterms and Inflation Data Around the Corner: 8 Key Items Shaping the Stock Market Friday
Microsoft’s debt deal, Binance’s $6.3 billion hack and other headlines moving the market this morning.
Microsoft Stuns, Google Sinks, Oracle Offers Hope: 8 Key Items Shaping the Stock Market Thursday
Marvell’s potential Lumentum bid, Samsung’s comments on chip capacity, and other headlines are moving the market this morning.
OpenAI and Oracle to Use Google Chips: 8 Key Items Shaping the Stock Market Wednesday
SK Hynix and ASM International see tight chip capacity, here comes Fed Chair Kevin Warsh and other headlines moving the market this morning.
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.
The Week Ahead: Can Big Tech Earnings Save the Day?
Alphabet, Microsoft and Amazon report alongside an FOMC decision and a packed week of economic data.
South Korea’s Ants Renew AI and Data Center Pressure: 8 Key Items Shaping the Stock Market Tuesday
Ryanair CEO on airline fares, OpenAI races to complete fundraising round and other headlines moving the market this morning.
CPI Projection Eases Pressure: 8 Key Items Shaping the Stock Market Wednesday
September CPI on deck, Microsoft’s massive data center plans and other headlines moving the market this morning.
Applied Materials Raises the Bar With New 2030 Targets
Agentic AI, rising prices and a path to 54% gross margins underscore our thesis.
Weekly Roundup: Oil, Yields and AI Jitters Make for a Choppy Climb
We added to one holding while our concern for higher energy prices starts to play out.
Oil Up on Renewed U.S.-Iran Concerns: 8 Key Items Shaping the Stock Market Thursday
PepsiCo cuts its outlook, TSM September revenue and other headlines moving the market this morning.