Tech Trade Turns Ugly
Hot inflation data burns up AI, tech and small-cap stocks as CoreWeave unravels and ‘neocloud’ names in ‘crash mode’; also the chart looks precarious.
Bonds Crash the Party
A bond market selloff muted what should have been a rally for equities on Wednesday. Also, feel that inflation chill?
As Semis Soar, I’m Upping Price Targets for AMD, Intel
INTC and AMD ran up big Monday on the sudden popularity of Meta’s Muse AI agent. Let’s chart where these two stocks could be headed.
These 3 China Plays Show How Drastically Outcomes Differ Behind the Curtain
China would rather you focus on its tech sector than the conclusion of its Evergrande saga. But should you?