We’re Raising Our Apple Price Target After iPhone Share Gains
We could see Apple’s iOS 27 public beta released this week.
VIDEO: Our Roadmap for Big Bank Earnings
Plus, June inflation data and Taiwan Semi’s outlook for H2 2026.
Strait Traffic Falls to Multi-Week Low: 8 Key Items Shaping the Stock Market Monday
Plus, TSM’s big June revenue, SK Hynix falls, Apple fights OpenAI and other headlines moving stocks this morning.
Weekly Roundup: Portfolio Extends Lead, Adds Firepower Ahead of Earnings Season
We locked in gains on three holdings, giving our cash levels a boost as the Q2 earnings season heats up.
The Meta Effect, Semis Surge, Wall Street Says, ‘What War?’
Markets brush off fighting with Iran as Meta talks about making its own AI chips; South Korea’s SK Hynix lists on Nasdaq; I give a chart checkup on the market.
Meta’s AI Chip Plans Revealed: 8 Key Items Shaping the Stock Market Friday
SK Hynix’s IPO pricing, Micron’s spending, Delta’s earnings, and other headlines are moving stocks this morning.
Semiconductors Lead, but the Chip Story Is Changing
Even as semiconductors continue to power the market higher, chip makers face a $1 trillion question.
Starbucks’ Software Warning Shot: 8 Key Items Shaping the Stock Market Thursday
Renewed U.S.-Iran attacks, traffic in the Strait, Costco, SK Hynix and other headlines are moving stocks this morning.
Samsung’s Blowout Projections Trigger Selling and the Semi Top Could Be in
The world’s largest chipmaker seemed to trigger a surprising stock selloff.
Stunning South Korea Stock Shock Triggers Circuit Breaker as Semi Names Strike FOMO
The Seoul market and select chipmakers around Asia saw wild volatility, but the chaos is highly sector-specific.