Weekly Roundup: When Earnings, Rates, and Oil Collide
We closed out a profitable position, added to two others, and adjusted several price targets. Here’s what we’re watching next.
SK Hynix’s 32% Mystery: Why the Shares Trade at a Huge U.S. Premium
There are odd trading patterns developing for tech stocks on either side of the Pacific. And there’s a specific reason why trading in Hynix is particularly weird.
Google Seizes the Spotlight Ahead of Earnings: 8 Key Items Shaping the Stock Market Wednesday
No end in sight for renewed U.S.-Iran pressures, Jensen Huang on China AI models and other headlines are moving stocks this morning.
Why China Is Throwing Its Support Behind This Chipmaker
The ‘national team’ has stepped into the markets to stem the slide in A shares, propping up stocks ahead of a memory-chip maker’s listing.
Adding to 2 Chip-Related Plays, Watching Technicals on Another Holding
Earnings this week from Alphabet, Texas Instruments, Intel and others may lead to a few ratings changes.
DR Horton Showcases Homebuilder Pain: 8 Key Items Shaping the Stock Market Tuesday
Trump’s tariffs, TSM price hikes and other headlines are moving stocks this morning.
Taiwan Semi to Hike Prices, AMD Advances, Iran Fighting Expands
Here’s the latest on the war with Iran, threatened tariffs on Canada, and the semiconductors as AMD & Microsoft cozy up with Helios deal.
Hope Boosts the Market, But High Stakes Earnings Create Risky Dynamic
The semiconductors are seeing their best bounce since the correction began. Here’s how I’m playing things.
The Big Question as an Important Earnings Week Arrives
Tech leaders face a key test, but has the ‘equation’ been reset? Plus, two China headlines to know about and my game plan for the week.
Taiwan Semi’s Higher Spending Is Spooking Markets. It Shouldn’t.
Here’s why the chip behemoth’s earnings should comfort semiconductor investors rather produce nervousness.