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.
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.
Michael Burry Vs. My Panic Points; Ferocious Foxconn Sales; Bad Jobs Data
Why I’m sticking to plan on memory stocks; also, let’s brace for the week ahead, check the markets’ charts, and interpret those jobs numbers.
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.
Semi Shocker; Micron, Intel, AMD Hit Home Runs; Warsh Gets to Work
Let’s pop open the hood and look at the market in June and Q2 to zero in on the winners; also, why we must watch the new Fed head closely today.
Mag 7 Down $2.3T!; The SpaceX IPO Order Mystery; Semis Spring Back
Let’s check how far the Magnificent 7 market cap fell in June, a strange Korean broker drama, and Warren Buffett’s caution on Gates Foundation.
Tech vs. Financials vs. Consumer Discretionary
Tech ($XLK) vs Financials ($XLF) vs. Consumer Discretionary ($XLY) as of 10:08 AM:
Position: None
Is This Just the Latest Example of Algorithmic Overshoot?
Let’s get real about South Korea’s wild market swings, a new ADR listing, oil’s decline, the DJIA, and what I’m seeing from the S&P 500.