Looking for Relative Strength? This Little-Known Stock Checks the Boxes
The AI bounce hunters are struggling. I’m focused on stocks with strong charts and fundamentals, like this one.
Did the Poor Reactions to Key Earnings Push Market into Bear Territory?
Big tech earnings produced some of the worst action of the year. The question now is whether the selling sets up a year-end rally.
Amazon Stumbles But Will it Push the Rotation Further?
Investors that have grown use to beat-and-raise quarters are selling first and asking questions later.
10 Stocks to Watch as the Rotation Builds
Mag 7 names are being sold — and that is good news for the rest of the market.
AI Funding Worries Ease and Buyers Show Up
Meta’s offering and Anthropic’s IPO filing answered questions about where the money will come from.
I’m Bottom Fishing This Data Center Play the Right Way
SpaceX has confirmed the strong need for data centers with power supplies.
Gap Between Market’s 2 Tiers Starts to Close
SpaceX saw beats on both the top and bottom line but is trading flat in front of the conference call.
The Run-Up to Black Monday in 1987 Looks a Lot Like 2026
While there are some similarities to 1987, there are also some major differences.
The AI Trade Isn’t Over, but the Easy Gains Likely Are
The hot CPI report finally triggered the rotation. Breadth was the best in weeks as money moved toward the laggards.
Will a Hot CPI Report Widen the Gap in This Two-Tier Market?
Bonds are improving, but the stocks that should benefit aren’t responding.