Showtime in Wyoming, Great Day for My Book (But Not Breadth), Charting Nvidia
The market will run through Jackson Hole Friday. Here are my thoughts as Kevin Warsh takes the stage.
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?
I’m Stalking Amazon
The market is under pressure but buying opportunities are slowly developing; here’s how I’m trying to time an entry.
Korean Flash Crash Shows Perils of Out-of-Hours Trading
A single sale of 11 shares caused a maximum 30% selldown in Korean heavyweight SK Hynix. Here’s why volatility is so severe during the Asian trading day.
Chart of the Day: Palantir Flips the Script
The stock had a monster move up after earnings and looks to find more upside ahead.
Latest Earnings Move the AI Goalposts From U.S. to Asia
The market’s response to the Microsoft-Meta earnings pair and Hynix-Samsung numbers gives a clear indication.
AI Is Not a Chatbot Trade
Wall Street is treating AI like one crowded trade, but the companies building its future have very different risks—and very different potential.
Is China Really to Blame for the Chip-Driven Tech Wreck?
Semiconductor stocks are selling off hard, a scary picture in a key week for earnings. But is the ‘China factor’ really to blame?
VIDEO: Tariffs, Oil Spikes and Big Tech Earnings: Markets Brace for Monday
Plus why we’re closely tracking key support levels for the S&P 500 and the Nasdaq Composite.
Chart of the Day: Micron Comes Down With a Bout of Volatility
The big DRAM company has strong earnings and growth but investors are wondering just for how long that will be.