Trump’s Ultimatum, Manufacturing Cranks Up, Palantir Pops
Trump means it … this time … on Iran; U.S. manufacturing churns higher, and Palantir? Wow!
Who Wants to Believe in Iran Talks? (The Markets Do); Big Earnings; Yen Plan
Let’s look at how Trump holds off big attack on Iran and the markets look optimistic, a joint plan for the yen, and earnings on tap for this week.
Chips Take a Dive, Oil Slides, SpaceX Burns Off … a Trillion
The good news is Iran and the U.S. seem to be talking again. The not-so-good news is the AI tech trade and all its parts are falling fast. Let’s dig in.
The Calm Before the Storm
Lull in fighting between U.S. and Iran to be followed by big earnings by Amazon, Microsoft, Meta, and an economic data deluge. Also, a defense shortage?
Weekly Roundup: Chip Rout Tests the Market, but Here’s How We Aim to Capitalize
We raised a few price targets, added to three holdings, and locked in big gains in another.
Whispers of Black Monday as S. Korean Stocks Sink, Iran Fighting Resumes
I don’t think it’s ugly enough for a 1987 repeat, but just the idea can put a trader on edge. Let’s check the latest of the markets, Iran conflict, the Fed.
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.
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.
Make or Break Day for Brokers, Danger on Chart, Mag 7 Down
Here’s why good economic data is weighing down stocks, Russell’s rebalancing will make winners and losers and the chart looks … perilous.
Micron’s Mega Move; Banks’ Clean Bill of Health; Wendy’s … Wow!
Micron blows away expectations, boosting storage trade; banks pass stress test, Lockheed locks up defense deal and, wow, Wendy’s!