Microsoft Delivers the AI Relief Investors Were Looking For
Capital spending is still rising, but margin pressure and cash flow are manageable.
New Microsoft Price Target After a Quarter With ‘a Lot to Like’
Here’s why we’re gladly back in this Mag 7 name.
As Market Sorts Out AI, I’m Playing 2 Small-Cap Biotechs
I’ve got two biopharma stocks on my radar ahead of earnings.
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.
As AI-Infrastructure Charts Break Down, It’s Time to Dramatically Reduce Exposure
We took profits early. Now we’re cutting further. It’s not about belief. It’s about what the charts are saying now.
The Bond Market Delivered the Verdict, and It Isn’t Pretty
The 30-year yield hit a 19-year high, and the earnings reports split the hyperscalers.
Why Aren’t More People Worried About the Banks?
The Semiconductor stocks remain oversold and getting worse. Could the bank stocks be next?
New RTX Price Target After $95 Billion Update
The former Raytheon seems likely to follow General Dynamics higher.
Yesterday, We Had the Rotation. Today, There’s No Place to Hide
Yesterday’s problem was the chips. Today’s problem with interest rates affects everyone. Here’s how I’m handling my trading.
Cutting SoFi as ‘Misleading’ Report Continues to Weight on Share Price
The financial services firm has taken a turn for the worse.