This Market Can’t Keep Pricing in Good News as China, Iran Updates Disappoint
The market cannot continue to be surprising by semiconductor earnings.
The market cannot continue to be surprising by semiconductor earnings.
Plus, Anthropic’s briefing, Next Era & Dominion Energy, SpaceX timing and other headlines moving stocks this morning.
Tough talk heats up in war on Iran, China economy shows trouble, SpaceX could go public soon at out-of-this-world valuation.
Oil and the dollar climb, lackluster Trump-Xi summit wins and other headlines moving stocks this morning.
Sell-the-news pressure emerges as AMD, Intel trade off and interest rates spike higher.
April Retail Sales, Cisco, Cerebras’ IPO and other headlines are moving stocks this morning.
Plus, we’re connecting the inflation dots, discussing the Trump-Xi summit and covering EPS All-Stars.
This is how I’m trading 3 names as I navigate a choppy market amid U.S.-China meeting.
Chip stocks are rebounding, but nervousness about inflation is building as momentum cools.
This is the part of the recent action that has bears scratching their heads.