War Returns, Semis Snap Back, Fed Frets Over … AI Inflation?
Let’s check the latest in the war on Iran, how SanDisk climbed along with the semiconductors, the Fed’s new concern … and, wow, the indirect bidders!
Why I’m Eyeing Lockheed, RTX; Fire in Hormuz; SpaceX Lands on … Nasdaq 100
As U.S.-Iran truce hits bump after ship hit in Hormuz, I’m eyeing adding to these defense stocks; also the latest on NATO, SpaceX and Monday’s market.
Memory Stocks Made Us Some Cash, Then Came Wednesday. Now What?
SanDisk, Micron, Western Digital and others got a Wednesday beating, so let’s take a look at the charts and see how to handle ’em now.
SanDisk Slashed, Micron Mashed; Jobs Day Forecast; And Are You at Your Desk?
Let’s look at the beating taken by memory stocks yesterday, the shot at a September rate cut, jobs day , and how July 4 week used to work for traders.
Tech vs. Financials vs. Consumer Discretionary
Tech ($XLK) vs Financials ($XLF) vs. Consumer Discretionary ($XLY) as of 10:08 AM:
Position: None
The Power of Market Rotation
There was a quick bounce in tech stocks, but I don’t trust it to last. Meanwhile, I’m building a July shopping list.
Tech Tumbles, SpaceX Soars, Warsh-Era Begins
Let’s examine what to expect from the FOMC, look at post-IPO SpaceX, and peer down at Marvell, Intel and KLA Corp.
Financial Stocks Benefit as Rotational Action Intensifies
Technology names led on Monday, but lower interest rates were the focus on Tuesday.
Peace Sells … And the Markets Are Buying It
Stocks in Asia and Europe get boost as markets appear to believe the Iran peace agreement. Also, let’s check the S&P’s chart and the week ahead.
Hot CPI Could Kill Interest Rates Hopes
Money flowed out of tech and into retail, banking, homebuilder and biotechnology on Tuesday.